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Federated Hermes
FHI

Overview Fund Activity

339 hedge funds and large institutions have $2.43B invested in Federated Hermes in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 100 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+21
Holders Change %
+6.6%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
100
Reduced
124
Closed
44
Calls
$863K
Puts
$1.38M
Net Calls
-$516K
Net Calls Change
-$11.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$160M
2
JAM
Jupiter Asset Management
United Kingdom
$24.6M
3
CSS
Cubist Systematic Strategies
Connecticut
$19.3M
4
Millennium Management
Millennium Management
New York
$60.5M
5
Jane Street
Jane Street
New York
$18.3M

Top Sellers

1
BlackRock
BlackRock
New York
$284M
2
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$113M
3
State Street
State Street
Massachusetts
$58.7M
4
ACL
Azora Capital LP
Florida
$0
5
Geode Capital Management
Geode Capital Management
Massachusetts
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
226
US Bancorp
Minnesota
$380K -$11.3K -315 -3%
SOADOR
227
State of Alaska Department of Revenue
Alaska
$377K -$39.4K -1,103 -9%
Mitsubishi UFJ Trust & Banking
228
Mitsubishi UFJ Trust & Banking
Japan
$374K +$337K +9,393 +902%
WAP
229
Wealthcare Advisory Partners
Pennsylvania
$374K +$36 +1 +0%
NYLIM
230
New York Life Investment Management
New York
$368K -$53.3K -1,486 -13%
GCP
231
GSA Capital Partners
United Kingdom
$346K +$346K +9,643 New
VF
232
Virtu Financial
New York
$343K +$343K +9,574 New
PAMS
233
Pictet Asset Management (Switzerland)
Switzerland
$342K -$36.2K -1,010 -10%
Mackenzie Financial
234
Mackenzie Financial
Ontario, Canada
$342K -$134K -3,701 -28%
WCM
235
Whitener Capital Management
North Carolina
$327K -$18.5K -515 -5%
Asset Management One
236
Asset Management One
Japan
$326K +$326K +9,081 New
VPIM
237
Vanguard Personalized Indexing Management
California
$323K -$12.9K -361 -4%
CIM
238
CIM Investment Management
Pennsylvania
$317K -$158K -4,418 -33%
Grantham, Mayo, Van Otterloo & Co (GMO)
239
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$309K +$309K +8,625 New
HSBC Holdings
240
HSBC Holdings
United Kingdom
$307K +$307K +8,540 New
CANY
241
Caxton Associates (New York)
New York
$300K +$300K +8,377 New
VI
242
Versor Investments
New York
$295K +$295K +8,222 New
ICM
243
IMS Capital Management
Oregon
$292K +$574 +16 +0.2%
VT
244
Vise Technologies
New York
$280K -$87.5K -2,441 -24%
VIA
245
Virtus Investment Advisers
Connecticut
$271K – – –
PCM
246
Prelude Capital Management
New York
$270K -$7.31K -204 -3%
SAM
247
Securian Asset Management
Minnesota
$270K -$3.59K -100 -1%
X
248
Xponance
Pennsylvania
$266K -$209K -5,841 -44%
CAS
249
CTC Alternative Strategies
Illinois
$262K +$262K +7,300 New
RJFSA
250
Raymond James Financial Services Advisors
Florida
$261K +$10.9K +303 +4%
8 9
10
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