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Federated Hermes

318 hedge funds and large institutions have $2.92B invested in Federated Hermes in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+6
Holders Change %
+1.92%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
122
Reduced
113
Closed
35
Calls
$11.5M
Puts
$518K
Net Calls
+$11M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
226
Apollon Wealth Management
South Carolina
$339K +$339K +8,444 New
BRWA
227
B. Riley Wealth Advisors
Florida
$338K -$117K -2,903 -26%
SB
228
Simmons Bank
Arkansas
$328K -$210K -5,236 -39%
ICM
229
IMS Capital Management
Oregon
$326K +$562 +14 +0.2%
Bank of Nova Scotia
230
Bank of Nova Scotia
Ontario, Canada
$320K +$91.5K +2,280 +40%
OR
231
Olympiad Research
Connecticut
$318K +$318K +7,914 New
FIM
232
Freedom Investment Management
Connecticut
$315K -$43.3K -1,079 -12%
PCM
233
Prelude Capital Management
New York
$311K +$311K +7,736 New
SAM
234
Securian Asset Management
Minnesota
$306K -$4.01K -100 -1%
Fifth Third Bancorp
235
Fifth Third Bancorp
Ohio
$303K +$401 +10 +0.1%
VIA
236
Virtus Investment Advisers
Connecticut
$303K +$48.4K +1,207 +19%
Stifel Financial
237
Stifel Financial
Missouri
$297K +$297K +7,408 New
RJFSA
238
Raymond James Financial Services Advisors
Florida
$280K +$1.57K +39 +0.6%
CGH
239
Crossmark Global Holdings
Texas
$278K -$15.4K -383 -5%
LTI
240
Laffer Tengler Investments
Tennessee
$275K +$2.97K +74 +1%
Mariner
241
Mariner
Kansas
$250K +$16.9K +421 +7%
Walleye Trading
242
Walleye Trading
New York
$246K +$246K +6,121 New
GF
243
Gabelli Funds
New York
$241K
SCA
244
STALEY CAPITAL ADVISERS
Pennsylvania
$235K -$8.56K -213 -4%
ECM
245
EMC Capital Management
Texas
$213K
FFA
246
Fragasso Financial Advisors
Pennsylvania
$212K -$18.2K -453 -8%
Voloridge Investment Management
247
Voloridge Investment Management
Florida
$209K -$903K -22,506 -81%
CWA
248
CM Wealth Advisors
Ohio
$203K +$203K +4,858 New
PFO
249
Pathstone Family Office
New Jersey
$203K -$350K -8,714 -63%
DCM
250
DGS Capital Management
New Jersey
$200K +$200K +4,987 New