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Federated Hermes

328 hedge funds and large institutions have $2.66B invested in Federated Hermes in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 109 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 29

14% more capital invested

Capital invested by funds: $2.33B → $2.66B (+$336M)

11% more funds holding

Funds holding: 295328 (+33)

2.53% more ownership

Funds ownership: 76.72%79.25% (+2.5%)

4% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 105

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

71% less call options, than puts

Call options by funds: $715K | Put options by funds: $2.49M

Holders
328
Holders Change
+33
Holders Change %
+11.19%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
65
Increased
109
Reduced
105
Closed
29
Calls
$715K
Puts
$2.49M
Net Calls
-$1.78M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$352M +$14.2M +351,214 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$349M -$4.25M -105,304 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$243M +$10.2M +253,553 +4%
AQR Capital Management
4
AQR Capital Management
Connecticut
$105M -$4.11M -101,702 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$96.6M -$1.58M -39,205 -2%
Invesco
6
Invesco
Georgia
$91.7M -$2.68M -66,238 -3%
State Street
7
State Street
Massachusetts
$80.7M +$3.55M +88,019 +5%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$77.6M +$2.57M +63,664 +3%
Citadel Advisors
9
Citadel Advisors
Florida
$56.7M -$28.9M -714,675 -34%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$52.7M +$1.3M +32,070 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$52.5M +$18M +446,683 +54%
Goldman Sachs
12
Goldman Sachs
New York
$42.8M +$6.94M +171,908 +20%
AllianceBernstein
13
AllianceBernstein
Tennessee
$40.3M -$8.96M -221,725 -18%
Charles Schwab
14
Charles Schwab
California
$37.6M +$5.89M +145,878 +19%
LSV Asset Management
15
LSV Asset Management
Illinois
$35.8M +$11.4M +283,300 +48%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$33.6M +$11.2M +278,524 +52%
UBS Group
17
UBS Group
Switzerland
$33.3M +$17.4M +429,855 +113%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$32.3M -$32.3K -800 -0.1%
Morgan Stanley
19
Morgan Stanley
New York
$28.1M -$17.3M -427,861 -39%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$27.4M -$8.36M -206,885 -24%
Two Sigma Investments
21
Two Sigma Investments
New York
$27.3M -$3.2M -79,301 -11%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$24.7M +$24.2M +600,371 New
SI
23
Sprott Inc
Ontario, Canada
$23.2M -$1.01M -25,000 -4%
Northern Trust
24
Northern Trust
Illinois
$22.8M +$1.28M +31,592 +6%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$21.8M -$1.18M -29,226 -5%

FHI Hedge Fund Activity: Q4 2024 in Review

328 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2024, worth a combined $2.66B — up 14% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new FHI positions and 29 closed out — a net gain of 36 holders — while 109 added to existing stakes and 105 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $24.2M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $32.2M sold.

  • 328 institutional investors held Federated Hermes (FHI) as of Q4 2024, up from 295 in Q3 2024.
  • Funds reported $2.66B of Federated Hermes stock for Q4 2024, up 14% quarter-over-quarter.
  • 65 funds opened new Federated Hermes positions in Q4 2024 and 29 closed out, a net change of +36 holders.
  • The largest Federated Hermes buyer in Q4 2024 was Acadian Asset Management, an estimated $24.2M added.
  • The largest Federated Hermes seller in Q4 2024 was Balyasny Asset Management, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2024.