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Federated Hermes

312 hedge funds and large institutions have $2.48B invested in Federated Hermes in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 25

113% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $653K

12% more funds holding

Funds holding: 279312 (+33)

6% more capital invested

Capital invested by funds: $2.33B → $2.48B (+$147M)

1% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 100

0.23% more ownership

Funds ownership: 78.95%79.18% (+0.23%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
312
Holders Change
+33
Holders Change %
+11.83%
% of All Funds
5.02%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
60
Increased
101
Reduced
100
Closed
25
Calls
$1.39M
Puts
$653K
Net Calls
+$741K
Net Calls Change
+$476K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$448M +$20.2M +574,836 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$308M +$7.16M +204,042 +2%
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$164M +$44.5M +1,269,097 +39%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$107M -$2.7M -76,981 -3%
State Street
5
State Street
Massachusetts
$104M +$2.08M +59,301 +2%
Canada Life
6
Canada Life
Manitoba, Canada
$86.8M +$959K +27,333 +1%
Invesco
7
Invesco
Georgia
$79.5M +$2.46M +70,016 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$72.8M -$1.79M -50,980 -2%
Charles Schwab
9
Charles Schwab
California
$71.1M +$2.89M +82,365 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$61.8M +$81.8K +2,331 +0.1%
Victory Capital Management
11
Victory Capital Management
Texas
$59.3M -$11.8M -334,998 -17%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$45M -$477K -13,585 -1%
Citadel Advisors
13
Citadel Advisors
Florida
$44.8M +$8.01M +228,437 +23%
Northern Trust
14
Northern Trust
Illinois
$41.5M -$658K -18,770 -2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$38.3M +$1.26M +35,889 +4%
BAM
16
Burgundy Asset Management
Ontario, Canada
$35.7M -$47M -1,341,332 -58%
Morgan Stanley
17
Morgan Stanley
New York
$28.3M +$14.6M +415,409 +114%
Goldman Sachs
18
Goldman Sachs
New York
$26.1M -$4.63M -131,892 -15%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$25.1M -$603K -17,178 -2%
RL
20
Ruffer LLP
United Kingdom
$24M -$210K -6,000 -0.9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$21.4M +$8.84K +252 +0%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$18.8M +$13.2M +376,638 +267%
PP
23
Prospector Partners
Connecticut
$18.8M -$24.9K -709 -0.1%
HighTower Advisors
24
HighTower Advisors
Illinois
$15.5M -$759K -21,633 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.1M +$14.6M +417,000 New

FHI Hedge Fund Activity: Q4 2022 in Review

312 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2022, worth a combined $2.48B — up 6.3% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FHI positions and 25 closed out — a net gain of 35 holders — while 101 added to existing stakes and 100 trimmed.

The largest buyer was Schneider Downs Wealth Management Advisors, adding an estimated $44.5M. The largest seller was Millennium Management, cutting an estimated $51M.

  • 312 institutional investors held Federated Hermes (FHI) as of Q4 2022, up from 279 in Q3 2022.
  • Funds reported $2.48B of Federated Hermes stock for Q4 2022, up 6.3% quarter-over-quarter.
  • 60 funds opened new Federated Hermes positions in Q4 2022 and 25 closed out, a net change of +35 holders.
  • The largest Federated Hermes buyer in Q4 2022 was Schneider Downs Wealth Management Advisors, an estimated $44.5M added.
  • The largest Federated Hermes seller in Q4 2022 was Millennium Management, an estimated $51M sold.

Based on aggregated 13F filings for Q4 2022.