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Federated Hermes
FHI

Overview Fund Activity

261 hedge funds and large institutions have $2.91B invested in Federated Hermes in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+12
Holders Change %
+4.82%
% of All Funds
4.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
82
Reduced
102
Closed
22
Calls
$2.5M
Puts
$3.48M
Net Calls
-$989K
Net Calls Change
+$451K

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$19.7M
2
ACL
Azora Capital LP
Florida
$17M
3
CIM
Chiron Investment Management
New York
$15.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$35.3M
5
Victory Capital Management
Victory Capital Management
Texas
$61.3M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
Millennium Management
Millennium Management
New York
$14.2M
3
SC
Samlyn Capital
New York
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$299K
5
RL
Ruffer LLP
United Kingdom
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$18K – – –
BWM
227
Baystate Wealth Management
Massachusetts
$18K +$148 +4 +0.8%
S
228
SignatureFD
Georgia
$16K – – –
STCOSD
229
Sageworth Trust Company of South Dakota
South Dakota
$15K +$15K +403 New
KFS
230
Kelly Financial Services
Massachusetts
$12.1K – – –
PA
231
Parallel Advisors
California
$12K +$1.19K +31 +11%
Simplex Trading
232
Simplex Trading
Illinois
$11K -$222K -5,923 -95%
TWA
233
TCI Wealth Advisors
Arizona
$11K +$2.22K +61 +25%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +200 New
HNB
235
Huntington National Bank
Ohio
$7K +$190 +5 +3%
HI
236
Harbour Investments
Wisconsin
$6K -$1.63K -44 -21%
ZIG
237
Zullo Investment Group
Pennsylvania
$6K +$6K +164 New
Manulife (Manufacturers Life Insurance)
238
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.81K -$157 -4,174 -3%
ST
239
Sageworth Trust
Pennsylvania
$5K -$16.7K -408 -77%
QCG
240
Quadrant Capital Group
Ohio
$5K -$3.07K -76 -38%
MHR
241
Matthew Hamilton Rosenberg
$5K – – –
FHA
242
First Horizon Advisors
Tennessee
$5K – – –
SPIA
243
Steward Partners Investment Advisory
New York
$4K – – –
PPWM
244
PFG Private Wealth Management
Florida
$4K – – –
ACM
245
AUA Capital Management
Pennsylvania
$3K -$253 -7 -8%
WAS
246
Winch Advisory Services
Wisconsin
$3K – – –
RBC
247
Roble Belko & Company
Pennsylvania
$2K -$182 -5 -8%
MCM
248
Manchester Capital Management
Vermont
$2K – – –
LC
249
Lindbrook Capital
California
$2K – – –
GWS
250
Glassman Wealth Services
Virginia
$2K +$280 +7 +16%
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10
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