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Federated Hermes
FHI

Overview Fund Activity

322 hedge funds and large institutions have $2.22B invested in Federated Hermes in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
46
Increased
126
Reduced
108
Closed
28
Calls
$2.36M
Puts
$467K
Net Calls
+$1.89M
Net Calls Change
+$209K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$118M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$72.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$61.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$189M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$29.8M

Top Sellers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.56M
2
Citadel Advisors
Citadel Advisors
Florida
$7.01M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.17M
4
Invesco
Invesco
Georgia
$68.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$819K
Name Holding Trade Value Shares
Change 		Shares
Change %
Pictet Asset Management
226
Pictet Asset Management
Switzerland
$323K – – –
WCM
227
Whitener Capital Management
North Carolina
$320K – – –
AIA
228
Affinity Investment Advisors
California
$315K -$230K -6,780 -42%
DCM
229
DGS Capital Management
New Jersey
$313K +$19.8K +584 +7%
FHB
230
First Hawaiian Bank
Hawaii
$306K -$58.2K -1,720 -16%
CIM
231
CIM Investment Management
Pennsylvania
$299K – – –
NYLIM
232
New York Life Investment Management
New York
$294K -$6.74K -199 -2%
Pathstone Holdings
233
Pathstone Holdings
New Jersey
$294K +$294K +8,670 New
RJFSA
234
Raymond James Financial Services Advisors
Florida
$288K +$31.9K +943 +12%
State of Wisconsin Investment Board
235
State of Wisconsin Investment Board
Wisconsin
$269K -$56.1K -1,657 -17%
MM
236
MQS Management
New York
$265K +$265K +7,820 New
BB
237
Busey Bank
Illinois
$263K -$116K -3,414 -31%
VIA
238
Virtus Investment Advisers
Connecticut
$256K – – –
X
239
Xponance
Pennsylvania
$248K -$3.45K -102 -1%
MWC
240
MBM Wealth Consultants
Missouri
$248K +$248K +6,951 New
SAM
241
Securian Asset Management
Minnesota
$246K -$5.21K -154 -2%
JIR
242
James Investment Research
Ohio
$244K – – –
SWA
243
Stratos Wealth Advisors
Ohio
$237K -$3.39K -100 -1%
GF
244
Gabelli Funds
New York
$237K – – –
WTC
245
WhitTier Trust Company
Nevada
$237K +$237K +7,000 New
ICM
246
IMS Capital Management
Oregon
$233K -$42.7K -1,261 -15%
TCM
247
Teza Capital Management
Illinois
$229K +$229K +6,764 New
GT
248
Glenmede Trust
Pennsylvania
$229K -$195K -5,750 -46%
SOW
249
State of Wyoming
Wyoming
$219K +$237 +7 +0.1%
FIM
250
Freedom Investment Management
Connecticut
$212K -$8.03K -237 -4%
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