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Federated Hermes
FHI

Overview Fund Activity

315 hedge funds and large institutions have $2.31B invested in Federated Hermes in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-7
Holders Change %
-2.17%
% of All Funds
4.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
112
Reduced
122
Closed
38
Calls
$1.68M
Puts
$759K
Net Calls
+$924K
Net Calls Change
-$965K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$40.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.6M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$29.5M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$51.3M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$89.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$54M
2
Canada Life
2
Canada Life
Manitoba, Canada
$3.09M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$38.6M
4
Millennium Management
4
Millennium Management
New York
$34.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
226
James Investment Research
Ohio
$260K – – –
GF
227
Gabelli Funds
New York
$253K – – –
APP
228
Avantax Planning Partners
Iowa
$253K +$253K +7,000 New
ICM
229
IMS Capital Management
Oregon
$249K +$578 +16 +0.2%
Russell Investments Group
230
Russell Investments Group
United Kingdom
$248K +$73.8K +2,043 +42%
MWC
231
MBM Wealth Consultants
Missouri
$246K -$5.13K -142 -2%
JWM
232
Janiczek Wealth Management
Colorado
$246K +$105K +2,913 +75%
DT
233
Diversified Trust
Tennessee
$245K -$205K -5,685 -46%
X
234
Xponance
Pennsylvania
$244K -$20.7K -574 -8%
SAM
235
Securian Asset Management
Minnesota
$243K -$20.2K -559 -8%
CM
236
Capula Management
Cayman Islands
$240K +$240K +6,640 New
State of Wisconsin Investment Board
237
State of Wisconsin Investment Board
Wisconsin
$236K -$51.8K -1,433 -18%
GC
238
Guggenheim Capital
Illinois
$230K -$127K -3,520 -36%
BB
239
Busey Bank
Illinois
$220K -$60.8K -1,684 -22%
TCM
240
Teza Capital Management
Illinois
$208K -$36.1K -1,000 -15%
BMCM
241
Bryn Mawr Capital Management
Pennsylvania
$206K +$206K +5,700 New
CIA
242
Cape Investment Advisory
Georgia
$190K -$21.2K -588 -10%
CFB
243
Cullen/Frost Bankers
Texas
$155K – – –
BTI
244
Blue Trust Inc
Georgia
$138K +$40.4K +1,119 +41%
TRCT
245
Tower Research Capital (TRC)
New York
$134K -$36 -1 -0%
EC
246
EntryPoint Capital
New York
$133K -$19.4K -536 -13%
Lazard Asset Management
247
Lazard Asset Management
New York
$131K +$98.7K +2,748 +306%
SOW
248
State of Wyoming
Wyoming
$131K -$103K -2,843 -44%
CFM
249
Catalyst Funds Management
Australia
$108K +$108K +3,000 New
Acadian Asset Management
250
Acadian Asset Management
Massachusetts
$99K -$712K -19,848 -88%
8 9
10
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