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Federated Hermes
FHI

Overview Fund Activity

333 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 124 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+21
Holders Change %
+6.73%
% of All Funds
7.64%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
50
Increased
124
Reduced
105
Closed
24
Calls
$2.41M
Puts
$1.52M
Net Calls
+$889K
Net Calls Change
-$674K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$49.8M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$29.8M
3
BA
Boston Advisors
Massachusetts
+$28M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$21.7M
5
Victory Capital Management
Victory Capital Management
Texas
+$21.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
2
HCM
Hamlin Capital Management
New York
-$65M
3
BlackRock
BlackRock
New York
-$29.9M
4
Invesco
Invesco
Georgia
-$22M
5
RA
Royce & Associates
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
226
Origin Asset Management
United Kingdom
$438K – – –
Hotchkis & Wiley Capital Management
227
Hotchkis & Wiley Capital Management
California
$434K – – –
OAM
228
Occidental Asset Management
California
$431K – – –
WRF
229
Waddell & Reed Financial
Kansas
$417K +$417K +12,494 New
ZIM
230
Zacks Investment Management
Illinois
$411K +$411K +12,313 New
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$410K +$410K +12,266 New
CI
232
Cigna Investments
Connecticut
$407K – – –
T. Rowe Price Associates
233
T. Rowe Price Associates
Maryland
$407K +$5.64K +169 +1%
FMBTD
234
First Midwest Bank Trust Division
Illinois
$397K +$397K +11,900 New
SAM
235
Securian Asset Management
Minnesota
$387K -$3.34K -100 -0.9%
BTS
236
BB&T Securities
Virginia
$380K +$165K +4,952 +77%
Citadel Advisors
237
Citadel Advisors
Florida
$377K -$4.53M -135,821 -92%
GAM
238
Gotham Asset Management
New York
$371K +$63.3K +1,894 +21%
BF
239
BOK Financial
Oklahoma
$368K +$7.45K +223 +2%
UFF
240
USA Financial Formulas
Michigan
$365K +$365K +10,921 New
CGH
241
Crossmark Global Holdings
Texas
$362K -$21.2K -635 -6%
SKK
242
Shepherd Kaplan Krochuk
Massachusetts
$347K – – –
O
243
OppenheimerFunds
New York
$344K +$27K +808 +9%
GIM
244
Greenwich Investment Management
Connecticut
$344K +$344K +10,300 New
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$337K – – –
SFG
246
Summit Financial Group
West Virginia
$334K – – –
RJA
247
Raymond James & Associates
Florida
$332K -$818K -24,468 -71%
WCM
248
Whitener Capital Management
North Carolina
$332K -$35.9K -1,077 -10%
RI
249
Ridgewood Investments
New Jersey
$327K -$87.3K -2,616 -21%
DC
250
Davenport & Co
Virginia
$315K +$119K +3,550 +60%
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