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Federated Hermes
FHI

Overview Fund Activity

274 hedge funds and large institutions have $2.31B invested in Federated Hermes in 2016 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 89 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-10
Holders Change %
-3.52%
% of All Funds
7.31%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
38
Increased
114
Reduced
89
Closed
45
Calls
$4.05M
Puts
$2.1M
Net Calls
+$1.95M
Net Calls Change
-$1.79M

Top Buyers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
+$57.1M
2
HCM
Herndon Capital Management
Georgia
+$42.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$18M
4
BFA
BlackRock Fund Advisors
California
+$13.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$11.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$45.2M
2
SC
Samlyn Capital
New York
-$28.8M
3
Marshall Wace
Marshall Wace
United Kingdom
-$14.3M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$12.1M
5
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
226
Victory Capital Management
Texas
$60K +$60K +2,087 New
ST
227
Spot Trading
Illinois
$58K +$58K +2,000 New
LNB
228
Ledyard National Bank
$44K +$5.34K +185 +14%
TFA
229
Transamerica Financial Advisors
Florida
$43K – – –
MFS
230
MSI Financial Services
Massachusetts
$40K -$5.31K -182 -12%
TF
231
Tompkins Financial
New York
$40K +$40K +1,380 New
SWA
232
Sutton Wealth Advisors
Florida
$39.3K +$39.3K +1,363 New
CTC
233
Central Trust Company
Missouri
$39K – – –
Creative Planning
234
Creative Planning
Kansas
$35K – – –
IA
235
IFP Advisors
Florida
$35K +$7.15K +247 +26%
AW
236
Alpha Windward
Massachusetts
$32K – – –
SEI Investments
237
SEI Investments
Pennsylvania
$32K +$5.24K +186 +20%
LWM
238
Lenox Wealth Management
Ohio
$31K -$15K -525 -33%
WAM
239
Wealthspire Advisors (Maryland)
Maryland
$30K -$687 -24 -2%
IIC
240
Integrated Investment Consultants
Michigan
$24K +$24K +850 New
FHA
241
First Horizon Advisors
Tennessee
$23K +$8.85K +307 +63%
ECM
242
Estabrook Capital Management
New York
$21.6K – – –
SEC
243
Seven Eight Capital
New York
$20K -$82.9K -2,900 -81%
Fuller & Thaler Asset Management
244
Fuller & Thaler Asset Management
California
$19K -$20.4K -725 -52%
Geode Capital Management
245
Geode Capital Management
Massachusetts
$17K +$53 +1,822 +0.3%
CCA
246
Checchi Capital Advisers
California
$15K +$15K +530 New
PMFA
247
Plante Moran Financial Advisors
Michigan
$14K -$6.72K -240 -32%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$13K +$5.83K +208 +81%
ASN
249
Advisory Services Network
Georgia
$12K +$12K +400 New
NFG
250
Next Financial Group
Texas
$8K – – –
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