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Federated Hermes
FHI

Overview Fund Activity

249 hedge funds and large institutions have $2.57B invested in Federated Hermes in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-17
Holders Change %
-6.39%
% of All Funds
4.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
18
Increased
85
Reduced
98
Closed
33
Calls
$2.47M
Puts
$3.91M
Net Calls
-$1.44M
Net Calls Change
-$4.54M

Top Buyers

1
Millennium Management
Millennium Management
New York
$32.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$148M
3
SC
Samlyn Capital
New York
$14.6M
4
BCM
Basswood Capital Management
New York
$25.1M
5
Charles Schwab
Charles Schwab
California
$63.5M

Top Sellers

1
ACL
Azora Capital LP
Florida
$0
2
Canada Life
Canada Life
Manitoba, Canada
$94M
3
PPA
Parametric Portfolio Associates
Washington
$5.52M
4
GC
Gillson Capital
Illinois
$2.49M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Allworth Financial
California
$12K +$12K +366 New
KFS
227
Kelly Financial Services
Massachusetts
$10.4K -$344K -10,571 -97%
PA
228
Parallel Advisors
California
$9K -$2.65K -83 -23%
SSB
229
Sandy Spring Bank
Maryland
$8K – – –
TWA
230
TCI Wealth Advisors
Arizona
$8K +$4.61K +139 +136%
QCG
231
Quadrant Capital Group
Ohio
$7K – – –
HI
232
Harbour Investments
Wisconsin
$7K +$136 +4 +2%
HNB
233
Huntington National Bank
Ohio
$6K – – –
MHR
234
Matthew Hamilton Rosenberg
$5K – – –
BCA
235
Berman Capital Advisors
Georgia
$4K -$108 -4 -3%
FHA
236
First Horizon Advisors
Tennessee
$4K +$94 +3 +2%
ACM
237
AUA Capital Management
Pennsylvania
$3K – – –
WAS
238
Winch Advisory Services
Wisconsin
$3K – – –
SPIA
239
Steward Partners Investment Advisory
New York
$3K – – –
PPWM
240
PFG Private Wealth Management
Florida
$3K +$3K +106 New
RBC
241
Roble Belko & Company
Pennsylvania
$2K -$500 -15 -20%
MCM
242
Manchester Capital Management
Vermont
$2K – – –
LC
243
Lindbrook Capital
California
$2K – – –
EBA
244
Eagle Bay Advisors
New York
$2K +$2K +40 New
GWS
245
Glassman Wealth Services
Virginia
$1K – – –
AssetMark Inc
246
AssetMark Inc
California
$1K – – –
CCM
247
Cribstone Capital Management
Maine
$1K +$1K +28 New
BIA
248
Bell Investment Advisors
California
$1K +$1K +31 New
Nisa Investment Advisors
249
Nisa Investment Advisors
Missouri
$907 – – –
ACL
250
Azora Capital LP
Florida
– -$12.1M -356,131 Closed
8 9
10
11 12