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Federated Hermes
FHI

Overview Fund Activity

253 hedge funds and large institutions have $2.71B invested in Federated Hermes in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
7.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
24
Increased
81
Reduced
98
Closed
24
Calls
$3.24M
Puts
$1.06M
Net Calls
+$2.17M
Net Calls Change
+$4.7M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$12.5M
2
CCP
Clarkston Capital Partners
Michigan
$15.6M
3
MAA
Managed Account Advisors
New Jersey
$185M
4
CWP
Capital Wealth Planning
Florida
$5.49M
5
BCM
Buckhead Capital Management
Georgia
$5.06M

Top Sellers

1
SCM
Shapiro Capital Management
Georgia
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$36.6K
3
Goldman Sachs
Goldman Sachs
New York
$14.2M
4
Morgan Stanley
Morgan Stanley
New York
$7.13M
5
GC
Guggenheim Capital
Illinois
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
226
Founders Bank & Trust
Michigan
$45K – – –
US Bancorp
227
US Bancorp
Minnesota
$41K -$13.2K -430 -24%
LNB
228
Ledyard National Bank
$41K – – –
Schroder Investment Management Group
229
Schroder Investment Management Group
United Kingdom
$36.6K -$17.7M -579,100 -100%
Creative Planning
230
Creative Planning
Kansas
$32K -$3.47K -115 -10%
WRM
231
Westport Resources Management
Connecticut
$31K – – –
TRCT
232
Tower Research Capital (TRC)
New York
$29K +$15.2K +504 +110%
LTFS
233
Ladenburg Thalmann Financial Services
Florida
$29K +$20.2K +660 +228%
FHA
234
First Horizon Advisors
Tennessee
$15K -$4.36K -147 -23%
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
Parallax Volatility Advisers
236
Parallax Volatility Advisers
California
$12K +$6.24K +205 +108%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +220 New
Manulife (Manufacturers Life Insurance)
238
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.23K -$26 -853 -0.6%
FIG
239
Fusion Investment Group
Pennsylvania
$4K -$94 -280 -2%
CCS
240
Crosspoint Capital Strategies
California
$4K – – –
WCBA
241
Weaver C. Barksdale & Associates
Tennessee
$4K +$139 +5 +4%
CTC
242
Central Trust Company
Missouri
$3K -$36.1K -1,202 -92%
ICM
243
ICC Capital Management
Florida
$3K – – –
MCM
244
Manchester Capital Management
Vermont
$3K – – –
Envestnet Asset Management
245
Envestnet Asset Management
Illinois
$3K +$2.66K +78 +780%
NES
246
New England Securities
New York
$2K – – –
GAM
247
Gemmer Asset Management
California
$2K +$2K +54 New
HR
248
Howe & Rusling
New York
$1K – – –
HI
249
Hudock Inc
Pennsylvania
$1K – – –
BRWM
250
B. Riley Wealth Management
Tennessee
$1K +$1K +49 New
7 8 9
10
11