Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Federated Hermes Inc (FHI)

381 + Investors. Track Smart Money conviction in FHI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -11
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — FHI

Based on 386 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FHI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
386 hedge funds hold FHI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

174 buying195 selling
Last quarter: 195 funds reduced or exited vs 174 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 57 → 57 → 64 → 46. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 19% new
245 out of 386 hedge funds have held FHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~46 new funds/quarter

77 → 57 → 57 → 64 → 46 new funds/Q
New funds entering each quarter: 57 → 57 → 64 → 46. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 387 holders: 259 (67%) are 2+ year veterans, 34 entered 1–2 years ago, and 94 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
54 of 386 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FHI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FHI

In 2026 Q2, 174 hedge funds were net buyers of FHI (46 opened a new position, 128 added to an existing one), while 195 reduced or exited (138 trimmed, 57 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 56% of total institutional value in FHI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -11 funds (more exits than new entries). Total institutional holders: 386.

Hedge Fund Ownership: FHI

How many hedge funds hold FHI — quarterly history vs. share price
Quarterly hedge fund ownership of FHI vs. share price

Market Analysis: FHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FHI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Federated Hermes Inc (FHI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FHI has moved relative to its sector benchmark (XLF) since the 2026 Q3 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End September 30, 2026 · 45d ago
FHI
+12.9%
XLF
+9.6%

FHI outperformed XLF by +3.3% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
FHI
+0.0%
XLF
+0.0%

Since the filing became public, FHI outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: FHI
2026 Q3 Stats Unlock in 5 days 381 + Investors

Track Smart Money conviction in FHI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 381 397 -4.03%
13F Shares 66M 66M 1.14%
Total Value $3.44B $3.47B -0.78%
New Positions 44 64 -20
Increased Positions 126 143 -17
Closed Positions 60 45 +15
Reduced Positions 137 123 +14
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FHI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q3)

381 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FHI. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 FHI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schneider Downs Wealth Management Advisors, LP 18.36% 3,507,785 $197.7M
2 Continental Advisors LLC 2.57% 106,359 $6.0M
3 Foundation Resource Management Inc 2.20% 366,204 $20.6M
4 Murphy Pohlad Asset Management LLC 1.31% 66,721 $3.8M
5 Vista Investment Partners II, LLC 1.26% 55,588 $3.1M
6 Kendall Capital Management 1.23% 131,570 $7.4M
7 Vista Investment Partners LLC 1.19% 81,222 $4.6M
8 Sprott INC. 0.88% 513,885 $29.0M
9 Taylor Frigon Capital Management LLC 0.79% 27,683 $1.6M
10 Alpha Omega Wealth Management LLC 0.70% 82,286 $4.6M
11 JMN Financial LLC 0.68% 15,273 $861K
12 1620 Investment Advisors, INC. 0.61% 17,334 $977K
13 Fulcrum Asset Management LLP 0.57% 211,596 $12.2M
14 Inlet Private Wealth, LLC 0.56% 40,750 $2.3M
15 Fuller & Thaler Asset Management, INC. 0.41% 2,483,759 $140.0M
16 ABLE Financial Group, LLC 0.40% 44,865 $2.5M
17 Stirlingshire Investments, Inc. 0.39% 9,736 $549K
18 Boxwood Ventures, Inc. 0.36% 11,613 $655K
19 S&T Bank/Pa 0.34% 17,666 $996K
20 Andina Capital Management, LLC 0.33% 4,047 $228K
21 Mfa Wealth Advisors, LLC 0.27% 27,950 $1.6M
22 MQS Management LLC 0.26% 7,803 $440K
23 Stackstone Wealth, LLC 0.26% 45,941 $2.6M
24 Hussman Strategic Advisors, INC. 0.25% 21,000 $1.2M
25 Gallacher Capital Management LLC 0.24% 5,115 $288K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Federated Hermes Inc (FHI)

What does the Smart Money Trend signal show for FHI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FHI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FHI?

More sellers than buyers — 47% buying: Last quarter: 195 funds reduced or exited vs 174 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FHI holders?

Elite ownership — 56% AUM from top-100 funds: 54 of 386 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in FHI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FHI?

63% of holders stayed for 2+ years: 245 out of 386 hedge funds have held FHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Federated Hermes Inc (FHI) following the 2026 Q3 hedge fund 13F filings?

As of today, FHI has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), FHI has gained +12.9% vs +9.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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