Federated Hermes (FHI) Institutional Ownership

$34.15
-0.83 (-2.37%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for Federated Hermes (NYSE:FHI)

Current
Institutional Ownership
Percentage
75.94%
Number of
Institutional Buyers
(last 12 months)
163
Total
Institutional Inflows
(last 12 months)
$353.71M
Number of
Institutional Sellers
(last 12 months)
121
Total
Institutional Outflows
(last 12 months)
$405.03M
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FHI Institutional Buying and Selling by Quarter

Federated Hermes Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Inlet Private Wealth LLC164,500$5.94M1.7%-0.2%0.195%
4/24/2024 Assenagon Asset Management S.A.817,234$29.52M0.1%N/A0.968%
4/23/2024Busey Bank6,084$220K0.0%-21.7%0.007%
4/23/2024 Louisiana State Employees Retirement System23,500$849K0.0%-2.9%0.028%
4/19/2024 State of Alaska Department of Revenue8,871$320K0.0%-7.0%0.011%
4/18/2024 State of Michigan Retirement System20,076$725K0.0%-2.9%0.024%
4/18/2024 Hexagon Capital Partners LLC1,358$49K0.0%+30.5%0.002%
4/18/2024 Diversified Trust Co6,773$245K0.0%-45.6%0.008%
4/17/2024 Alpha Omega Wealth Management LLC109,812$3.97M0.7%+1.2%0.130%
4/17/2024 Trivant Custom Portfolio Group LLC2,100$76K0.0%N/A0.002%
4/15/2024 Janiczek Wealth Management LLC6,804$246K0.1%+74.9%0.008%
4/15/2024 DGS Capital Management LLC16,972$613K0.2%+83.3%0.020%
4/12/2024 Murphy Pohlad Asset Management LLC110,056$3.98M1.6%-19.6%0.130%
4/11/2024 Radnor Capital Management LLC44,510$1.61M0.3%-4.5%0.053%
4/11/2024 Congress Asset Management Co. MA50,202$1.81M0.0%+1.0%0.059%
4/11/2024 Foundation Resource Management Inc.418,573$15.12M2.4%+1.0%0.496%
3/25/2024Quadrature Capital Ltd36,785$1.25M0.0%N/A0.044%
3/22/2024PNC Financial Services Group Inc.39,396$1.33M0.0%-17.7%0.047%
3/11/2024Vanguard Group Inc.8,532,465$288.91M0.0%-0.4%10.104%
3/5/2024Wellington Management Group LLP1,813,190$61.40M0.0%+59.1%2.147%
3/1/2024Goldman Sachs Group Inc.1,184,759$40.12M0.0%+39.5%1.374%
2/28/2024American International Group Inc.115,789$3.92M0.0%-6.4%0.134%
2/26/2024Neo Ivy Capital Management1,416$48K0.1%+637.5%0.002%
2/16/2024GSA Capital Partners LLP69,821$2.36M0.2%+123.8%0.081%
2/15/2024Brevan Howard Capital Management LP46,728$1.58M0.0%N/A0.054%
2/15/2024Bridgefront Capital LLC11,776$399K0.3%N/A0.014%
2/14/2024Nebula Research & Development LLC45,477$1.54M0.5%+59.3%0.053%
2/14/2024Hotchkis & Wiley Capital Management LLC344,750$11.67M0.0%+10.8%0.400%
2/14/2024Dean Capital Management36,322$1.23M0.8%+4.4%0.042%
2/14/2024Sprott Inc.300,000$10.16M0.9%+5.3%0.348%
2/14/2024Quadrature Capital Ltd36,785$1.25M0.0%N/A0.043%
2/13/2024Campbell & CO Investment Adviser LLC85,744$2.90M0.3%+328.7%0.099%
2/12/2024Capstone Investment Advisors LLC12,702$430K0.0%-20.8%0.015%
2/12/2024TFO Wealth Partners LLC3,018$102K0.0%+50,200.0%0.003%
2/12/2024Allianz Asset Management GmbH99,068$3.35M0.0%+0.4%0.115%
2/12/2024Parallel Advisors LLC2,187$74K0.0%+23.4%0.003%
2/12/2024Hsbc Holdings PLC24,879$838K0.0%-28.8%0.029%
2/9/2024Prospector Partners LLC237,211$8.03M1.0%+0.7%0.275%
2/9/2024Ontario Teachers Pension Plan Board28,933$980K0.0%+151.3%0.034%
2/9/2024Affinity Investment Advisors LLC9,315$315K0.2%-42.1%0.011%
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2/9/2024Aigen Investment Management LP14,430$489K0.1%N/A0.017%
2/9/2024Quest Partners LLC43,807$1.48M0.3%N/A0.051%
2/9/2024Trexquant Investment LP169,696$5.75M0.1%+171.3%0.197%
2/9/2024Schneider Downs Wealth Management Advisors LP75,517$2.56M0.7%-97.6%0.088%
2/9/2024PNC Financial Services Group Inc.39,396$1.33M0.0%-17.7%0.046%
2/9/2024Dynamic Technology Lab Private Ltd14,901$505K0.1%-10.2%0.017%
2/9/2024Norges Bank368,400$12.47M0.0%N/A0.427%
2/8/2024Panagora Asset Management Inc.97,156$3.29M0.0%-2.0%0.113%
2/8/2024Quadrant Capital Group LLC757$26K0.0%-31.8%0.001%
2/8/2024Inceptionr LLC10,133$343K0.2%N/A0.012%
2/8/2024Janney Montgomery Scott LLC48,852$1.65M0.0%-0.8%0.057%
2/8/2024Vanguard Personalized Indexing Management LLC16,849$571K0.0%+37.2%0.020%
2/8/2024Vise Technologies Inc.11,923$404K0.1%+41.0%0.014%
2/8/2024Moran Wealth Management LLC63,445$2.15M0.1%+4.6%0.074%
2/7/2024Principal Financial Group Inc.356,865$12.08M0.0%+1.6%0.414%
2/7/2024Dimensional Fund Advisors LP2,410,128$81.61M0.0%+2.1%2.794%
2/7/2024Jump Financial LLC57,100$1.93M0.1%+45.8%0.066%
2/7/2024Qsemble Capital Management LP39,216$1.33M0.3%-42.9%0.045%
2/7/2024BNP Paribas Financial Markets21,628$732K0.0%+111.4%0.025%
2/7/2024Teacher Retirement System of Texas35,033$1.19M0.0%-21.6%0.041%
2/6/2024Charles Schwab Investment Management Inc.479,008$16.22M0.0%+0.3%0.555%
2/6/2024National Bank of Canada FI14,030$474K0.0%+29.1%0.016%
2/6/2024Swiss National Bank165,317$5.60M0.0%-11.6%0.192%
2/5/2024Victory Capital Management Inc.29,855$1.01M0.0%-2.1%0.035%
2/5/2024 Hexagon Capital Partners LLC1,041$35K0.0%+216.4%0.001%
2/5/2024Ledyard National Bank274,731$9.30M1.0%-3.2%0.319%
2/5/2024Van ECK Associates Corp1,052$36K0.0%-94.6%0.001%
2/5/2024Retirement Systems of Alabama108,018$3.66M0.0%-2.0%0.125%
2/5/2024Russell Investments Group Ltd.4,833$164K0.0%-31.7%0.006%
2/2/2024State of New Jersey Common Pension Fund D80,312$2.72M0.0%+15.4%0.093%
2/1/2024Yousif Capital Management LLC39,304$1.33M0.0%-1.9%0.046%
2/1/2024 Wedge Capital Management L L P NC23,321$790K0.0%+11.6%0.027%
2/1/2024Duality Advisers LP73,153$2.48M0.3%N/A0.085%
2/1/2024Hussman Strategic Advisors Inc.21,000$711K0.2%-51.6%0.024%
2/1/2024Signaturefd LLC1,382$47K0.0%+65.7%0.002%
1/31/2024Knights of Columbus Asset Advisors LLC122,796$4.16M0.3%+32.2%0.142%
1/31/2024Federated Hermes Inc.10,848$367K0.0%-11.4%0.013%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 19,274$653K0.0%+51.1%0.022%
1/30/2024 DGS Capital Management LLC9,258$313K0.1%+6.7%0.011%
1/30/2024 MBM Wealth Consultants LLC6,951$248K0.1%N/A0.008%
1/30/2024Cornercap Investment Counsel Inc.28,224$956K0.2%+134.4%0.033%
1/29/2024 Louisiana State Employees Retirement System24,200$819K0.0%N/A0.028%
1/26/2024Mutual of America Capital Management LLC53,374$1.81M0.0%-7.1%0.062%
1/26/2024Kendall Capital Management31,925$1.08M0.4%+59.4%0.037%
1/26/2024Inlet Private Wealth LLC164,900$5.58M1.7%-5.0%0.191%
1/25/2024 International Assets Investment Management LLC20,045$679K0.0%N/A0.023%
1/25/2024Busey Bank7,768$263K0.0%-30.5%0.009%
1/25/2024Nisa Investment Advisors LLC16,404$555K0.0%-10.9%0.019%
1/24/2024New York State Teachers Retirement System136,844$4.63M0.0%-0.5%0.159%
1/24/2024Advisors Preferred LLC68,338$2.31M0.4%N/A0.079%
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1/24/2024 International Assets Investment Management LLC20,045$679K0.0%N/A0.023%
1/24/2024Arizona State Retirement System23,446$794K0.0%-3.2%0.027%
1/23/2024 State of Michigan Retirement System20,676$700K0.0%-1.9%0.024%
1/22/2024 Country Club Bank GFN213,291$7.24M0.5%-2.0%0.247%
1/19/2024 Fifth Third Bancorp739$25K0.0%+71.1%0.001%
1/19/2024 Murphy Pohlad Asset Management LLC136,928$4.64M1.9%-17.2%0.159%
1/19/2024 State of Alaska Department of Revenue9,541$323K0.0%-9.7%0.011%
1/18/2024Blue Trust Inc.2,708$92K0.0%+23.0%0.003%
1/18/2024 Ritholtz Wealth Management15,249$516K0.0%-27.3%0.018%
1/16/2024Pacer Advisors Inc.19,860$672K0.0%+96.3%0.023%
(Data available from 1/1/2016 forward)

FHI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FHI shares?

During the previous two years, 297 institutional investors and hedge funds held shares of Federated Hermes. The most heavily invested institutionals were BlackRock Inc. ($389.22M), Vanguard Group Inc. ($288.91M), FMR LLC ($170.47M), Invesco Ltd. ($98.90M), Dimensional Fund Advisors LP ($81.61M), Great West Life Assurance Co. Can ($70.13M), and Wellington Management Group LLP ($61.40M).Learn more on FHI's institutional investors.

What percentage of Federated Hermes stock is owned by institutional investors?

75.94% of Federated Hermes stock is owned by institutional investors. Learn more on FHI's institutional investor holdings.

Which institutional investors have been buying Federated Hermes stock?

Of the 236 institutional investors that purchased Federated Hermes stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Citadel Advisors LLC ($1.42M), Schneider Downs Wealth Management Advisors LP ($1.34M), Wellington Management Group LLP ($1.21M), Thrivent Financial for Lutherans ($1.13M), Millennium Management LLC ($983.95K), Assenagon Asset Management S.A. ($817.23K), and FMR LLC ($729.19K).

How much institutional buying is happening at Federated Hermes?

Institutional investors have bought a total of 19,411,953 shares in the last 24 months. This purchase volume represents approximately $669.79M in transactions.

Which Federated Hermes major shareholders have been selling company stock?

Of the 169 institutional investors that sold Federated Hermes stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Schneider Downs Wealth Management Advisors LP ($4.51M), Victory Capital Management Inc. ($2.50M), Ruffer LLP ($2.34M), Burgundy Asset Management Ltd. ($1.74M), FMR LLC ($1.13M), Great West Life Assurance Co. Can ($1.12M), and Bank of New York Mellon Corp ($924.95K).

How much institutional selling is happening at Federated Hermes?

Institutional investors have sold a total of 21,077,189 shares in the last 24 months. This volume of shares sold represents approximately $731.06M in transactions.


This page (NYSE:FHI) was last updated on 4/25/2024 by MarketBeat.com Staff

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