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Federated Hermes
FHI

Overview Fund Activity

308 hedge funds and large institutions have $2.24B invested in Federated Hermes in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 113 increasing their positions, 115 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-31
Holders Change %
-9.14%
% of All Funds
4.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
34
Increased
113
Reduced
115
Closed
63
Calls
$2.99M
Puts
$1.31M
Net Calls
+$1.68M
Net Calls Change
+$2.2M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$170M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$38.6M
4
AQR Capital Management
AQR Capital Management
Connecticut
$27.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$14.9M

Top Sellers

1
CSS
Cubist Systematic Strategies
Connecticut
$148K
2
Victory Capital Management
Victory Capital Management
Texas
$1.03M
3
Jane Street
Jane Street
New York
$1.34M
4
JAM
Jupiter Asset Management
United Kingdom
$8.19M
5
Citadel Advisors
Citadel Advisors
Florida
$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
226
Y-Intercept (HK)
Hong Kong
$265K -$2.19M -64,769 -89%
RJFSA
227
Raymond James Financial Services Advisors
Florida
$256K +$9.72K +287 +4%
VIA
228
Virtus Investment Advisers
Connecticut
$256K – – –
X
229
Xponance
Pennsylvania
$252K +$711 +21 +0.3%
SAM
230
Securian Asset Management
Minnesota
$252K -$3.39K -100 -1%
PFO
231
Pathstone Family Office
New Jersey
$250K +$250K +7,383 New
JIR
232
James Investment Research
Ohio
$244K +$244K +7,198 New
SWA
233
Stratos Wealth Advisors
Ohio
$240K – – –
Russell Investments Group
234
Russell Investments Group
United Kingdom
$240K -$2.56M -75,541 -91%
GF
235
Gabelli Funds
New York
$237K +$33.9K +1,000 +17%
FIM
236
Freedom Investment Management
Connecticut
$220K +$220K +6,497 New
HF
237
HRT Financial
New York
$220K -$2.94M -86,761 -93%
SOW
238
State of Wyoming
Wyoming
$218K -$207K -6,105 -49%
CGH
239
Crossmark Global Holdings
Texas
$217K – – –
DT
240
Diversified Trust
Tennessee
$210K -$827K -24,426 -80%
IFU
241
iSAM Funds (UK)
United Kingdom
$209K -$323K -9,538 -61%
CIA
242
Cape Investment Advisory
Georgia
$200K +$200K +5,900 New
ECM
243
EMC Capital Management
Texas
$180K -$537K -15,836 -75%
WBC
244
Westpac Banking Corp
Australia
$173K +$173K +5,100 New
CSS
245
Cubist Systematic Strategies
Connecticut
$148K -$18.1M -535,301 -99%
GC
246
Gillson Capital
Illinois
$146K +$146K +4,298 New
CFB
247
Cullen/Frost Bankers
Texas
$146K – – –
JWM
248
Janiczek Wealth Management
Colorado
$126K +$16.2K +477 +15%
CSB
249
City State Bank
Iowa
$79K -$2.55K -75 -3%
BTI
250
Blue Trust Inc
Georgia
$79K +$42.1K +1,174 +114%
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