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Federated Hermes
FHI

Overview Fund Activity

327 hedge funds and large institutions have $2.66B invested in Federated Hermes in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 108 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+33
Holders Change %
+11.22%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
65
Increased
108
Reduced
105
Closed
29
Calls
$715K
Puts
$2.49M
Net Calls
-$1.78M
Net Calls Change
-$593K

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$24.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$18.4M
3
UBS Group
UBS Group
Switzerland
+$17.7M
4
BlackRock
BlackRock
New York
+$14.4M
5
LSV Asset Management
LSV Asset Management
Illinois
+$11.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$32.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$29.4M
3
Millennium Management
Millennium Management
New York
-$22.2M
4
Morgan Stanley
Morgan Stanley
New York
-$17.6M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
226
James Investment Research
Ohio
$325K – – –
HFM
227
Harvest Fund Management
China
$317K +$317K +7,725 New
State of Wisconsin Investment Board
228
State of Wisconsin Investment Board
Wisconsin
$316K +$43.5K +1,057 +16%
JG
229
Jain Global
New York
$314K +$314K +7,645 New
Federated Hermes
230
Federated Hermes
Pennsylvania
$312K -$35.2K -857 -10%
MWC
231
MBM Wealth Consultants
Missouri
$306K +$19.4K +474 +7%
PTC
232
Petrus Trust Company
Texas
$302K +$302K +7,337 New
CIM
233
CIM Investment Management
Pennsylvania
$294K – – –
Allspring Global Investments
234
Allspring Global Investments
North Carolina
$292K +$292K +7,113 New
GF
235
Gabelli Funds
New York
$290K +$1.81K +44 +0.6%
CWM
236
Congress Wealth Management
Massachusetts
$284K -$509K -12,382 -64%
Walleye Capital
237
Walleye Capital
New York
$283K +$11.1K +269 +4%
HWM
238
Hohimer Wealth Management
Washington
$269K +$13.7K +334 +5%
VIA
239
Virtus Investment Advisers
Connecticut
$249K – – –
TCM
240
Teza Capital Management
Illinois
$243K +$243K +5,915 New
SAM
241
Securian Asset Management
Minnesota
$242K -$9.46K -230 -4%
PA
242
Parallel Advisors
California
$240K +$50.4K +1,226 +27%
SSA
243
Schonfeld Strategic Advisors
New York
$238K -$2.25M -54,805 -90%
PSB
244
Passumpsic Savings Bank
Vermont
$237K +$6.62K +161 +3%
CC
245
Centiva Capital
New York
$233K -$203K -4,945 -47%
GHAM
246
Gilman Hill Asset Management
Connecticut
$226K – – –
X
247
Xponance
Pennsylvania
$224K -$863 -21 -0.4%
TIA
248
Trust Investment Advisors
Indiana
$220K +$220K +5,359 New
SOW
249
State of Wyoming
Wyoming
$217K +$217K +5,283 New
AWS
250
Atria Wealth Solutions
New York
$214K +$214K +5,198 New
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