FHI Institutional Ownership
Federated Hermes, Inc.
1W: -3.0%
1M: -7.6%
3M: -3.1%
YTD: +7.8%
1Y: +11.1%
3Y: +84.0%
5Y: +112.6%
$56.07
-0.09 (-0.16%)
Weekly Expected Move ±2.8%
$53
$55
$56
$58
$59
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Institutional Ownership — FHI
443
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$4B
Total Invested
47
New Positions
128
Increased
192
Reduced
49
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (477 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,043,914 | $$339M | +119,758 | +2.0% | 8Q | SEC ↗ |
| 2 | FMR LLC | 4,663,900 | $$262M | +78,435 | +1.7% | 110Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,397,255 | $$247M | -206,710 | -4.5% | 2Q | SEC ↗ |
| 4 | Schneider Downs Wealth Management Advi | 3,551,578 | $$199M | +823,700 | +30.2% | 43Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3,194,537 | $$179M | -35,904 | -1.1% | 2Q | SEC ↗ |
| 6 | LSV ASSET MANAGEMENT | 2,867,028 | $$161M | -15,201 | -0.5% | 9Q | SEC ↗ |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | 2,670,077 | $$150M | +22,351 | +0.8% | 44Q | SEC ↗ |
| 8 | Sixth Street Partners Management Compa NEW | 2,646,942 | $$148M | — | +0.0% | 1Q | SEC ↗ |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,646,942 | $$148M | +142,809 | +5.7% | 15Q | SEC ↗ |
| 10 | Invesco Ltd. | 2,523,070 | $$141M | +299,115 | +13.4% | 87Q | SEC ↗ |
| 11 | AQR CAPITAL MANAGEMENT LLC | 2,460,945 | $$138M | -122,502 | -4.7% | 41Q | SEC ↗ |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2,265,174 | $$127M | +16,974 | +0.8% | 96Q | SEC ↗ |
| 13 | STATE STREET CORP | 1,852,289 | $$104M | +48,771 | +2.7% | 46Q | SEC ↗ |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 1,692,774 | $$95M | +67,526 | +4.2% | 92Q | SEC ↗ |
| 15 | Allianz Asset Management GmbH | 1,534,938 | $$86M | +54,047 | +3.6% | 28Q | SEC ↗ |
| 16 | FIRST TRUST ADVISORS LP | 1,198,348 | $$67M | +581,750 | +94.3% | 64Q | SEC ↗ |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,174,179 | $$66M | +359,955 | +44.2% | 16Q | SEC ↗ |
| 18 | VICTORY CAPITAL MANAGEMENT INC | 1,151,144 | $$65M | -135,672 | -10.5% | 39Q | SEC ↗ |
| 19 | Woodline Partners LP | 1,070,489 | $$60M | +312,923 | +41.3% | 3Q | SEC ↗ |
| 20 | CITADEL ADVISORS LLC | 982,725 | $$55M | +950,943 | +2992.1% | 2Q | SEC ↗ |
| 21 | GOLDMAN SACHS GROUP INC | 879,173 | $$49M | +366,037 | +71.3% | 15Q | SEC ↗ |
| 22 | MORGAN STANLEY | 869,406 | $$49M | +126,578 | +17.0% | 60Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 617,795 | $$35M | -36,583 | -5.6% | 76Q | SEC ↗ |
| 24 | JUPITER ASSET MANAGEMENT LTD | 582,453 | $$33M | -4,253 | -0.7% | 5Q | SEC ↗ |
| 25 | ALLIANCEBERNSTEIN L.P. | 545,421 | $$31M | +32,751 | +6.4% | 63Q | SEC ↗ |
| 26 | SPROTT INC. | 513,885 | $$29M | — | +0.0% | 40Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 472,377 | $$26M | -13,350 | -2.7% | 3Q | SEC ↗ |
| 28 | BANK OF AMERICA CORP /DE | 460,623 | $$26M | +24,726 | +5.7% | 15Q | SEC ↗ |
| 29 | NORTHERN TRUST CORP | 451,025 | $$25M | -18,383 | -3.9% | 110Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 448,455 | $$25M | -1,831 | -0.4% | 2Q | SEC ↗ |
| 31 | AMERIPRISE FINANCIAL INC | 438,986 | $$25M | -38,790 | -8.1% | 16Q | SEC ↗ |
| 32 | Vestcor Inc | 397,871 | $$22M | -54,175 | -12.0% | 15Q | SEC ↗ |
| 33 | FOUNDATION RESOURCE MANAGEMENT INC | 380,117 | $$21M | -6,869 | -1.8% | 32Q | SEC ↗ |
| 34 | HighTower Advisors, LLC | 376,842 | $$21M | -28,682 | -7.1% | 61Q | SEC ↗ |
| 35 | RENAISSANCE TECHNOLOGIES LLC | 329,300 | $$18M | +33,200 | +11.2% | 12Q | SEC ↗ |
| 36 | ROYCE & ASSOCIATES LP | 304,719 | $$17M | — | +0.0% | 110Q | SEC ↗ |
| 37 | UBS Group AG | 302,296 | $$17M | -86,189 | -22.2% | 47Q | SEC ↗ |
| 38 | ALPS ADVISORS INC | 273,295 | $$15M | +7,957 | +3.0% | 12Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 255,507 | $$14M | -81,754 | -24.2% | 93Q | SEC ↗ |
| 40 | MERCER GLOBAL ADVISORS INC /ADV | 250,866 | $$14M | +81,922 | +48.5% | 5Q | SEC ↗ |
| 41 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 246,370 | $$14M | +4,350 | +1.8% | 24Q | SEC ↗ |
| 42 | FRANKLIN RESOURCES INC | 207,748 | $$12M | -14,416 | -6.5% | 7Q | SEC ↗ |
| 43 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 191,661 | $$11M | +15,539 | +8.8% | 16Q | SEC ↗ |
| 44 | AMERICAN CENTURY COMPANIES INC | 168,152 | $$9M | +41,452 | +32.7% | 15Q | SEC ↗ |
| 45 | Universal- Beteiligungs- und Servicege | 167,187 | $$9M | -9,049 | -5.1% | 7Q | SEC ↗ |
| 46 | PRINCIPAL FINANCIAL GROUP INC | 163,650 | $$9M | +709 | +0.4% | 83Q | SEC ↗ |
| 47 | Cambria Investment Management, L.P. | 162,173 | $$9M | +5,496 | +3.5% | 23Q | SEC ↗ |
| 48 | Interval Partners, LP | 159,332 | $$9M | +94,096 | +144.2% | 21Q | SEC ↗ |
| 49 | SCHRODER INVESTMENT MANAGEMENT GROUP | 155,298 | $$9M | +3,201 | +2.1% | 43Q | SEC ↗ |
| 50 | UBS AM, a distinct business unit of UB | 148,924 | $$8M | -4,645 | -3.0% | 26Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 2,646,942 | $$148M |
| MALTESE CAPITAL MANAGEMENT LLC | 50,400 | $$3M |
| Fulcrum Asset Management LLP | 45,078 | $$3M |
| Jupiter Topco LLC | 31,868 | $$2M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIAB | 25,839 | $$1M |
| Aquatic Capital Management LLC | 21,356 | $$1M |
| SummitTX Capital, L.P. | 21,248 | $$1M |
| VOYA INVESTMENT MANAGEMENT LLC | 19,505 | $$1M |
| Dakota Wealth Management | 11,810 | $$662K |
| Caitlin John, LLC | 11,057 | $$620K |
| Quadrature Capital Ltd | 10,682 | $$599K |
| Confluence Wealth Services, Inc. | 9,161 | $$514K |
| Brooklyn Investment Group | 7,935 | $$445K |
| AlphaGrep UK Ltd | 6,572 | $$368K |
| Jain Global LLC | 6,429 | $$360K |
| INCEPTIONR LLC | 5,475 | $$307K |
| NorthRock Partners, LLC | 4,800 | $$269K |
| Gallacher Capital Management LLC | 4,741 | $$266K |
| Global Retirement Partners, LLC | 4,672 | $$262K |
| Saiph Capital, LLC | 4,627 | $$259K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Factorial Partners, LLC | 153,239 | $$9M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 116,666 | $$7M |
| CIBC WORLD MARKET INC. | 111,717 | $$6M |
| Point72 Asset Management, L.P. | 91,660 | $$5M |
| SEIZERT CAPITAL PARTNERS, LLC | 85,880 | $$5M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 81,602 | $$5M |
| Mubadala Investment Co PJSC | 56,731 | $$3M |
| Azora Capital LP | 53,897 | $$3M |
| CAPITAL FUND MANAGEMENT S.A. | 52,570 | $$3M |
| HRT FINANCIAL LP | 36,229 | $$2M |
| Elo Mutual Pension Insurance Co | 31,626 | $$2M |
| NATIXIS | 27,400 | $$2M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 27,191 | $$2M |
| CSS LLC/IL | 24,470 | $$1M |
| Walleye Capital LLC | 22,833 | $$1M |
| Assenagon Asset Management S.A. | 22,661 | $$1M |
| Versor Investments LP | 17,820 | $$999K |
| RFG Advisory, LLC | 17,268 | $$968K |
| ALGERT GLOBAL LLC | 16,202 | $$908K |
| PICTON MAHONEY ASSET MANAGEMENT | 15,966 | $$895K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +950,943 | +2992.1% | 982,725 |
| Schneider Downs Wealth Management A | +823,700 | +30.2% | 3,551,578 |
| FIRST TRUST ADVISORS LP | +581,750 | +94.3% | 1,198,348 |
| GOLDMAN SACHS GROUP INC | +366,037 | +71.3% | 879,173 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +359,955 | +44.2% | 1,174,179 |
| Woodline Partners LP | +312,923 | +41.3% | 1,070,489 |
| Invesco Ltd. | +299,115 | +13.4% | 2,523,070 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +142,809 | +5.7% | 2,646,942 |
| MORGAN STANLEY | +126,578 | +17.0% | 869,406 |
| BlackRock, Inc. | +119,758 | +2.0% | 6,043,914 |
| Interval Partners, LP | +94,096 | +144.2% | 159,332 |
| MERCER GLOBAL ADVISORS INC /ADV | +81,922 | +48.5% | 250,866 |
| FMR LLC | +78,435 | +1.7% | 4,663,900 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | +73,718 | +118.3% | 136,051 |
| Brevan Howard Capital Management LP | +67,802 | +706.0% | 77,406 |
| GEODE CAPITAL MANAGEMENT, LLC | +67,526 | +4.2% | 1,692,774 |
| Allianz Asset Management GmbH | +54,047 | +3.6% | 1,534,938 |
| STATE STREET CORP | +48,771 | +2.7% | 1,852,289 |
| AMERICAN CENTURY COMPANIES INC | +41,452 | +32.7% | 168,152 |
| Connor, Clark & Lunn Investment Man | +33,705 | +271.1% | 46,136 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Man Group plc | -421,815 | -84.5% | 77,566 |
| TWO SIGMA INVESTMENTS, LP | -347,694 | -78.3% | 96,168 |
| Janney Montgomery Scott LLC | -255,130 | -75.6% | 82,196 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -206,710 | -4.5% | 4,397,255 |
| Qube Research & Technologies Ltd | -178,692 | -62.1% | 108,974 |
| Robeco Institutional Asset Manageme | -172,341 | -78.1% | 48,401 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | -163,129 | -81.2% | 37,726 |
| VICTORY CAPITAL MANAGEMENT INC | -135,672 | -10.5% | 1,151,144 |
| Mitsubishi UFJ Trust & Banking Corp | -130,470 | -96.2% | 5,154 |
| AQR CAPITAL MANAGEMENT LLC | -122,502 | -4.7% | 2,460,945 |
| Bridgewater Associates, LP | -115,134 | -79.8% | 29,155 |
| UBS Group AG | -86,189 | -22.2% | 302,296 |
| JPMORGAN CHASE & CO | -81,754 | -24.2% | 255,507 |
| BNP PARIBAS FINANCIAL MARKETS | -69,903 | -75.9% | 22,141 |
| BARCLAYS PLC | -66,964 | -70.9% | 27,450 |
| PANAGORA ASSET MANAGEMENT INC | -56,440 | -61.6% | 35,218 |
| Vestcor Inc | -54,175 | -12.0% | 397,871 |
| Corient Private Wealth LP | -52,281 | -51.0% | 50,256 |
| Empowered Funds, LLC | -45,769 | -53.0% | 40,569 |
| SG Americas Securities, LLC | -40,089 | -54.2% | 33,875 |