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Federated Hermes
FHI

Overview Fund Activity

312 hedge funds and large institutions have $2.48B invested in Federated Hermes in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+33
Holders Change %
+11.83%
% of All Funds
5.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
60
Increased
101
Reduced
100
Closed
25
Calls
$1.39M
Puts
$653K
Net Calls
+$741K
Net Calls Change
+$476K

Top Buyers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
+$46.1M
2
BlackRock
BlackRock
New York
+$20.9M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$15.1M
4
Morgan Stanley
Morgan Stanley
New York
+$15.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$13.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$52.8M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$48.7M
3
Victory Capital Management
Victory Capital Management
Texas
-$12.2M
4
GC
Gillson Capital
Illinois
-$12M
5
P2P
Phase 2 Partners
California
-$9.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTI
226
Laffer Tengler Investments
Tennessee
$246K +$246K +6,765 New
Cambridge Investment Research Advisors
227
Cambridge Investment Research Advisors
Iowa
$244K +$244K +6,720 New
Squarepoint
228
Squarepoint
New York
$234K -$4.03M -110,980 -95%
VIA
229
Virtus Investment Advisers
Connecticut
$230K – – –
JWS
230
Juncture Wealth Strategies
Arizona
$229K -$7.26K -200 -3%
SCA
231
STALEY CAPITAL ADVISERS
Pennsylvania
$220K -$87.1K -2,400 -28%
GF
232
Gabelli Funds
New York
$218K +$218K +6,000 New
Mariner
233
Mariner
Kansas
$211K -$134K -3,674 -39%
FFA
234
Fragasso Financial Advisors
Pennsylvania
$208K +$208K +5,734 New
LIP
235
Lighthouse Investment Partners
Florida
$207K +$207K +5,700 New
Bank of Nova Scotia
236
Bank of Nova Scotia
Ontario, Canada
$207K +$207K +5,690 New
BFM
237
Boothbay Fund Management
New York
$205K +$205K +5,655 New
VI
238
Vestcor Inc
New Brunswick, Canada
$197K +$197K +5,429 New
SSG
239
Summit Securities Group
New York
$195K +$195K +5,375 New
ECM
240
EMC Capital Management
Texas
$193K +$25.8K +710 +15%
MLICM
241
Metropolitan Life Insurance Company (MetLife)
New York
$192K – – –
VanEck Associates
242
VanEck Associates
New York
$183K +$115K +3,179 +171%
Allspring Global Investments
243
Allspring Global Investments
North Carolina
$161K -$1.2K -33 -0.7%
PMAM
244
Picton Mahoney Asset Management
Ontario, Canada
$138K +$138K +3,800 New
JWM
245
Janiczek Wealth Management
Colorado
$115K -$15K -386 -12%
BTI
246
Blue Trust Inc
Georgia
$114K +$57.3K +1,733 +101%
CSB
247
City State Bank
Iowa
$95K -$7.28K -200 -7%
ACM
248
Adalta Capital Management
New York
$91K +$91K +2,500 New
TRCT
249
Tower Research Capital (TRC)
New York
$86K -$235K -6,538 -73%
Dimensional Fund Advisors
250
Dimensional Fund Advisors
Texas
$82.3K -$167 -4,602 -0.2%
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