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Federated Hermes

310 hedge funds and large institutions have $2.11B invested in Federated Hermes in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 109 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $783K

14% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 109

0.37% more ownership

Funds ownership: 76.07%76.45% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 316310 (-6)

9% less capital invested

Capital invested by funds: $2.32B → $2.11B (-$206M)

Holders
310
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
124
Reduced
109
Closed
37
Calls
$1.06M
Puts
$783K
Net Calls
+$278K
Net Calls Change
-$646K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$289M +$7.52M +224,190 +3%
BlackRock
2
BlackRock
New York
$277M +$4.92M +146,683 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$182M -$2.48M -73,917 -1%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$88.7M +$7.57M +225,644 +9%
AQR Capital Management
5
AQR Capital Management
Connecticut
$87.9M +$42.3M +1,261,097 +88%
Invesco
6
Invesco
Georgia
$78.6M +$3.42M +101,906 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$78.5M -$399K -11,883 -0.5%
State Street
8
State Street
Massachusetts
$61.9M +$1.29M +38,335 +2%
Morgan Stanley
9
Morgan Stanley
New York
$43.2M -$6.12M -182,546 -12%
AllianceBernstein
10
AllianceBernstein
Tennessee
$39.4M +$2.7M +80,353 +7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$38.1M +$1.59M +47,445 +4%
Assenagon Asset Management
12
Assenagon Asset Management
Luxembourg
$37.6M +$10.9M +324,958 +40%
Citadel Advisors
13
Citadel Advisors
Florida
$34.6M +$419K +12,478 +1%
Millennium Management
14
Millennium Management
New York
$31.9M +$354K +10,552 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$27.9M -$5.96M -177,703 -17%
Two Sigma Investments
16
Two Sigma Investments
New York
$25M +$102K +3,050 +0.4%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$22.9M +$5.31M +158,300 +29%
Goldman Sachs
18
Goldman Sachs
New York
$22M -$26.1M -776,534 -54%
Charles Schwab
19
Charles Schwab
California
$20.3M +$5M +148,885 +32%
SI
20
Sprott Inc
Ontario, Canada
$19.4M +$3.96M +117,910 +25%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$19M +$801K +23,874 +4%
Northern Trust
22
Northern Trust
Illinois
$18.2M +$2.1M +62,545 +13%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$18.1M -$273K -8,125 -1%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$17.1M +$1.68M +50,216 +11%
HighTower Advisors
25
HighTower Advisors
Illinois
$15.1M +$683K +20,346 +5%

FHI Hedge Fund Activity: Q2 2024 in Review

310 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2024, worth a combined $2.11B — down 8.9% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FHI and 35 opened new positions — a net loss of 2 holders — while 109 trimmed existing stakes and 124 added.

The largest buyer was AQR Capital Management, adding an estimated $42.3M. The largest seller was Goldman Sachs, cutting an estimated $26.1M.

  • 310 institutional investors held Federated Hermes (FHI) as of Q2 2024, down from 316 in Q1 2024.
  • Funds reported $2.11B of Federated Hermes stock for Q2 2024, down 8.9% quarter-over-quarter.
  • 35 funds opened new Federated Hermes positions in Q2 2024 and 37 closed out, a net change of -2 holders.
  • The largest Federated Hermes buyer in Q2 2024 was AQR Capital Management, an estimated $42.3M added.
  • The largest Federated Hermes seller in Q2 2024 was Goldman Sachs, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2024.