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Federated Hermes
FHI

Overview Fund Activity

260 hedge funds and large institutions have $2.55B invested in Federated Hermes in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 109 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+6
Holders Change %
+2.36%
% of All Funds
8.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
32
Increased
109
Reduced
80
Closed
24
Calls
$13.2M
Puts
$15.8M
Net Calls
-$2.61M
Net Calls Change
-$9.48M

Top Buyers

1
HCM
1
Herndon Capital Management
Georgia
$160M
2
Canada Life
2
Canada Life
Manitoba, Canada
$41.8M
3
MAA
3
Managed Account Advisors
New Jersey
$168M
4
PAM
4
Panagora Asset Management
Massachusetts
$7.5M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$10M

Top Sellers

1
SCM
1
Shapiro Capital Management
Georgia
$38.6M
2
RA
2
Royce & Associates
New York
$340M
3
Millennium Management
3
Millennium Management
New York
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$16.7M
5
AA
5
Antipodean Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
226
Mizuho Asset Management
Japan
$52K -$2.61M -95,500 -98%
EWM
227
Evercore Wealth Management
New York
$48K – – –
GGPS
228
Gary Goldberg Planning Services
New York
$48K – – –
US Bancorp
229
US Bancorp
Minnesota
$48K +$4.69K +173 +11%
QT
230
Quantbot Technologies
New York
$48K +$8.93K +335 +23%
GAM
231
Guinness Asset Management
United Kingdom
$44K +$5.4K +200 +14%
FBT
232
Founders Bank & Trust
Michigan
$40K – – –
Creative Planning
233
Creative Planning
Kansas
$40K +$30.3K +1,110 +311%
LNB
234
Ledyard National Bank
$36K – – –
CTC
235
Central Trust Company
Missouri
$31K -$9.44K -350 -23%
WRM
236
Westport Resources Management
Connecticut
$27K – – –
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$27K +$27K +1,000 New
Bessemer Group
238
Bessemer Group
New Jersey
$22K – – –
FNBT
239
FineMark National Bank & Trust
Florida
$18K +$9.19K +346 +104%
AFIA
240
America First Investment Advisors
Nebraska
$16K +$16K +600 New
LWCFA
241
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K – – –
FMII
242
Farmers & Merchants Investments Inc
Nebraska
$13K +$13K +470 New
FHA
243
First Horizon Advisors
Tennessee
$13K +$13K +491 New
HMS
244
Hanseatic Management Services
New Mexico
$9K -$8.38K -311 -48%
LTFS
245
Ladenburg Thalmann Financial Services
Florida
$8K – – –
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$5K -$1.72K -67 -26%
WA
247
WFG Advisors
Texas
$5K +$50 +2 +1%
STC
248
SEI Trust Company
Pennsylvania
$4K -$4.03K -158 -50%
WCBA
249
Weaver C. Barksdale & Associates
Tennessee
$4K – – –
Manulife (Manufacturers Life Insurance)
250
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.27K +$59 +2,171 +2%
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10
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