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Federated Hermes
FHI

316 hedge funds and large institutions have $2.32B invested in Federated Hermes in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $759K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

4% more capital invested

Capital invested by funds: $2.22B → $2.32B (+$97.2M)

0.07% less ownership

Funds ownership: 76.14% → 76.07% (-0.07%)

8% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 122

2% less funds holding

Funds holding: 322 → 316 (-6)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

Holders
316
Holders Change
-6
Holders Change %
-1.86%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
112
Reduced
122
Closed
38
Calls
$1.68M
Puts
$759K
Net Calls
+$924K
Net Calls Change
-$965K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$35.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$29.3M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$28.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$12.3M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$11.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$69.5M
2
Canada Life
Canada Life
Manitoba, Canada
-$56.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$26.2M
4
Millennium Management
Millennium Management
New York
-$20.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$14.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$310M +$1.59M +45,214 +0.5%
BlackRock
2
BlackRock
New York
$299M +$6.2M +176,481 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$202M +$327K +9,305 +0.2%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$89.3M +$11.5M +327,536 +15%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$86.7M -$348K -9,903 -0.4%
Invesco
6
Invesco
Georgia
$82.7M +$9.38M +267,012 +13%
State Street
7
State Street
Massachusetts
$66.6M -$243K -6,903 -0.4%
Morgan Stanley
8
Morgan Stanley
New York
$54M -$69.5M -1,979,663 -57%
Goldman Sachs
9
Goldman Sachs
New York
$52.2M +$9.12M +259,558 +22%
AQR Capital Management
10
AQR Capital Management
Connecticut
$51.3M +$12.3M +349,503 +32%
AllianceBernstein
11
AllianceBernstein
Tennessee
$40.3M +$35.9M +1,021,367 +1,071%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$40.1M +$483K +13,740 +1%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$38.6M -$26.2M -745,306 -41%
Citadel Advisors
14
Citadel Advisors
Florida
$37.6M +$29.3M +833,017 +402%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$37.1M -$2.41M -68,642 -6%
Millennium Management
16
Millennium Management
New York
$34.6M -$20.3M -576,676 -38%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$29.5M +$28.7M +817,234 New
Two Sigma Investments
18
Two Sigma Investments
New York
$27.4M -$672K -19,135 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$20.2M -$247K -7,045 -1%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$20M +$3.64M +103,488 +23%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$19.4M +$1.25M +35,600 +7%
Northern Trust
22
Northern Trust
Illinois
$17.7M -$3.48M -98,956 -17%
SI
23
Sprott Inc
Ontario, Canada
$17.1M +$6.05M +172,325 +57%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$17M -$14.4M -410,663 -47%
Charles Schwab
25
Charles Schwab
California
$16.9M -$409K -11,652 -2%
1
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FHI Hedge Fund Activity: Q1 2024 in Review

316 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2024, worth a combined $2.32B — up 4.4% from $2.22B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of FHI and 34 opened new positions — a net loss of 4 holders — while 122 trimmed existing stakes and 112 added.

The largest buyer was AllianceBernstein, adding an estimated $35.9M. The largest seller was Morgan Stanley, cutting an estimated $69.5M.

  • 316 institutional investors held Federated Hermes (FHI) as of Q1 2024, down from 322 in Q4 2023.
  • Funds reported $2.32B of Federated Hermes stock for Q1 2024, up 4.4% quarter-over-quarter.
  • 34 funds opened new Federated Hermes positions in Q1 2024 and 38 closed out, a net change of -4 holders.
  • The largest Federated Hermes buyer in Q1 2024 was AllianceBernstein, an estimated $35.9M added.
  • The largest Federated Hermes seller in Q1 2024 was Morgan Stanley, an estimated $69.5M sold.

Based on aggregated 13F filings for Q1 2024.