Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FEDERATED HERMES INC (FHI)

352 + 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
↑ +12
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — FHI

Based on 351 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
351 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 — +17% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

176 buying165 selling
Last quarter: 176 funds bought or added vs 165 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.
➡️

Steady new buyers — ~55 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 57 → 69 → 55 → 55. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new
229 out of 351 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 — ~55 new funds/quarter

55 → 57 → 69 → 55 → 55 new funds/Q
New funds entering each quarter: 57 → 69 → 55 → 55. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 7% 1-2yr ■ 23% new
Of 352 current holders: 248 (70%) 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 — 54% AUM from top-100 funds

54% from top-100 AUM funds
37 of 351 holders are among the 100 largest funds by AUM, controlling 54% 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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 1 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: FHI
2026 Q1 Stats Unlock in 15 days 352 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 352 344 2.33%
13F Shares 68M 67M 0.58%
Total Value $3.51B $3.48B 0.85%
New Positions 55 55 -
Increased Positions 123 108 +15
Closed Positions 44 47 -3
Reduced Positions 125 135 -10
Total Calls 1 5 -80.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 2.0 0.6 Bearish

Statistics: FHI

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

352 + investors

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

Top 25 institutional holders of FHI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FOUNDATION RESOURCE MANAGEMENT INC 2.47% 386,986 $21.9M
2 VISTA INVESTMENT PARTNERS II, LLC 1.40% 54,815 $3.1M
3 Murphy Pohlad Asset Management LLC 1.37% 67,446 $3.8M
4 VISTA INVESTMENT PARTNERS LLC 1.32% 87,729 $5.0M
5 Taylor Frigon Capital Management LLC 1.21% 37,541 $2.1M
6 Kendall Capital Management 1.12% 96,375 $5.5M
7 Alpha Omega Wealth Management LLC 0.85% 92,390 $5.2M
8 DGS Capital Management, LLC 0.67% 72,314 $4.1M
9 Andina Capital Management, LLC 0.50% 10,040 $569K
10 HOURGLASS CAPITAL, LLC 0.44% 37,050 $2.1M
11 ABLE Financial Group, LLC 0.42% 37,804 $2.1M
12 Stirlingshire Investments, Inc. 0.39% 7,851 $445K
13 MFA WEALTH ADVISORS, LLC 0.29% 25,950 $1.5M
14 LAWOOD & CO 0.28% 5,332 $302K
15 VISION FINANCIAL MARKETS LLC 0.27% 4,818 $273K
16 Radnor Capital Management, LLC 0.24% 28,695 $1.6M
17 RHS Financial, LLC 0.23% 8,715 $494K
18 Inspire Investing, LLC 0.23% 49,764 $2.8M
19 BURNEY CO/ 0.22% 126,714 $7.2M
20 Archford Capital Strategies, LLC 0.21% 33,104 $1.9M
21 ANCHYRA PARTNERS LLC 0.20% 11,616 $659K
22 Marshall Financial Group, LLC 0.20% 21,541 $1.2M
23 AlphaQuest LLC 0.15% 52,468 $2.7M
24 NOVEM GROUP 0.15% 22,753 $1.3M
25 MBM WEALTH CONSULTANTS, LLC 0.14% 10,623 $602K
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 — 3 quarters in a row: For 3 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 — 52% buying: Last quarter: 176 funds bought or added vs 165 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 — 54% AUM from top-100 funds: 37 of 351 holders are among the 100 largest funds by AUM, controlling 54% 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?

65% of holders stayed for 2+ years: 229 out of 351 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.

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.