Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Federated Hermes Inc (FHI)

395 + 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
↑ +18
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — FHI

Based on 395 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added FHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
395 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.
🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

205 buying168 selling
Last quarter: 205 funds bought or added vs 168 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new FHI position: 75 → 57 → 57 → 63. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 18% medium ■ 20% new
247 out of 395 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 — ~63 new funds/quarter

58 → 75 → 57 → 57 → 63 new funds/Q
New funds entering each quarter: 75 → 57 → 57 → 63. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 7% 1-2yr ■ 24% new
Of 396 current holders: 272 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
53 of 395 holders are among the 100 largest funds by AUM, controlling 44% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q1, 205 hedge funds were net buyers of FHI (63 opened a new position, 142 added to an existing one), while 168 reduced or exited (123 trimmed, 45 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in FHI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 395.

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 Q1 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 March 31, 2026 · 80d ago
FHI
+9.6%
XLF
+9.5%

FHI outperformed XLF by +0.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
FHI
+2.1%
XLF
+5.8%

Since the filing became public, FHI outperformed XLF by -3.7% .

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.

25 top-rated funds 2 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: FHI
395 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 395 377 4.77%
13F Shares 66M 68M -4.12%
Total Value $3.47B $3.55B -2.28%
New Positions 63 57 +6
Increased Positions 142 126 +16
Closed Positions 45 45 -
Reduced Positions 123 131 -8
Total Calls 1 1 -
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 2.0 Bullish

Statistics: FHI

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

395 + 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:
Top 25 FHI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Schneider Downs Wealth Management Advisors, LP 17.06% 2,727,878 $154.7M
2 Factorial Partners, LLC 6.31% 153,239 $8.7M
3 Continental Advisors LLC 3.37% 116,359 $6.6M
4 Foundation Resource Management Inc 2.47% 386,986 $21.9M
5 Vista Investment Partners II, LLC 1.40% 54,815 $3.1M
6 Murphy Pohlad Asset Management LLC 1.37% 67,446 $3.8M
7 Vista Investment Partners LLC 1.32% 87,729 $5.0M
8 Taylor Frigon Capital Management LLC 1.21% 37,541 $2.1M
9 Kendall Capital Management 1.12% 96,375 $5.5M
10 Verdad Advisers, LP 0.88% 13,710 $777K
11 Alpha Omega Wealth Management LLC 0.85% 92,390 $5.2M
12 Sprott INC. 0.85% 513,885 $29.1M
13 JMN Financial LLC 0.82% 14,685 $833K
14 Inlet Private Wealth, LLC 0.72% 49,750 $2.8M
15 Boxwood Ventures, Inc. 0.70% 11,613 $659K
16 DGS Capital Management, LLC 0.67% 72,314 $4.1M
17 1620 Investment Advisors, INC. 0.66% 17,234 $977K
18 Fuller & Thaler Asset Management, INC. 0.51% 2,647,726 $150.2M
19 Andina Capital Management, LLC 0.50% 10,040 $569K
20 Cambria Investment Management, L.P. 0.50% 156,677 $8.9M
21 Hourglass Capital, LLC 0.44% 37,050 $2.1M
22 ABLE Financial Group, LLC 0.42% 37,804 $2.1M
23 S&T Bank/Pa 0.41% 19,311 $1.1M
24 Stirlingshire Investments, Inc. 0.39% 7,851 $445K
25 Nebula Research & Development LLC 0.34% 88,828 $3.9M
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

Frequently Asked Questions — Federated Hermes Inc (FHI)

What does the Smart Money Trend signal show for FHI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FHI?

Slight buying edge — 55% buying: Last quarter: 205 funds bought or added vs 168 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FHI holders?

Elite ownership — 44% AUM from top-100 funds: 53 of 395 holders are among the 100 largest funds by AUM, controlling 44% 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: 247 out of 395 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 Q1 hedge fund 13F filings?

As of today, FHI has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -3.7%. Since the quarter end (March 31, 2026), FHI has gained +9.6% vs +9.5% 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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