Federated Hermes
295 hedge funds and large institutions have $2.33B invested in Federated Hermes in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 123 reducing their positions, and 48 closing their positions.
10% more capital invested
Capital invested by funds: $2.11B → $2.33B (+$215M)
0.27% more ownership
Funds ownership: 76.45% → 76.72% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 310 → 295 (-15)
29% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 48
30% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 123
64% less call options, than puts
Call options by funds: $655K | Put options by funds: $1.84M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$35.7M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$17.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$10.8M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$7.71M |
| 5 |
Goldman Sachs
New York
|
+$6.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$29.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$13.9M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$10.3M |
| 4 |
AU
Algebris (UK)
London,
United Kingdom
|
-$9.48M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$9.25M |
FHI Hedge Fund Activity: Q3 2024 in Review
295 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2024, worth a combined $2.33B — up 10% from $2.11B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of FHI and 34 opened new positions — a net loss of 14 holders — while 123 trimmed existing stakes and 86 added.
The largest buyer was Citadel Advisors, adding an estimated $35.7M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.9M.
- 295 institutional investors held Federated Hermes (FHI) as of Q3 2024, down from 310 in Q2 2024.
- Funds reported $2.33B of Federated Hermes stock for Q3 2024, up 10% quarter-over-quarter.
- 34 funds opened new Federated Hermes positions in Q3 2024 and 48 closed out, a net change of -14 holders.
- The largest Federated Hermes buyer in Q3 2024 was Citadel Advisors, an estimated $35.7M added.
- The largest Federated Hermes seller in Q3 2024 was Fuller & Thaler Asset Management, an estimated $29.9M sold.
Based on aggregated 13F filings for Q3 2024.