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Federated Hermes
FHI

Overview Fund Activity

274 hedge funds and large institutions have $2.31B invested in Federated Hermes in 2016 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 89 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-10
Holders Change %
-3.52%
% of All Funds
7.31%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
38
Increased
114
Reduced
89
Closed
45
Calls
$4.05M
Puts
$2.1M
Net Calls
+$1.95M
Net Calls Change
-$1.79M

Top Buyers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
+$57.1M
2
HCM
Herndon Capital Management
Georgia
+$42.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$18M
4
BFA
BlackRock Fund Advisors
California
+$13.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$11.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$45.2M
2
SC
Samlyn Capital
New York
-$28.8M
3
Marshall Wace
Marshall Wace
United Kingdom
-$14.3M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$12.1M
5
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
251
Geneos Wealth Management
Colorado
$8K +$8K +300 New
TC
252
Trust Company
Kansas
$6K – – –
Simplex Trading
253
Simplex Trading
Illinois
$5K -$22.3K -925 -82%
DBT
254
Dubuque Bank & Trust
Iowa
$5K -$1.3K -46 -21%
PSUF
255
People's United Financial
Connecticut
$5K – – –
WA
256
WealthTrust-Arizona
Arizona
$4K -$1.44K -47 -26%
WCBA
257
Weaver C. Barksdale & Associates
Tennessee
$4K – – –
AssetMark Inc
258
AssetMark Inc
California
$4K +$4K +126 New
OC
259
Oakworth Capital
Alabama
$3K – – –
EFSCE
260
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$3K +94 New
PCP
261
Proficio Capital Partners
Massachusetts
$3K +$3K +95 New
MCM
262
Manchester Capital Management
Vermont
$2K – – –
Acadian Asset Management
263
Acadian Asset Management
Massachusetts
$2K +$2K +54 New
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$2K +$2K +83 New
Nuveen Asset Management
265
Nuveen Asset Management
Illinois
$1.56K -$69 -2,400 -4%
HR
266
Howe & Rusling
New York
$1K -$5.42K -179 -84%
GWM
267
Gupta Wealth Management
California
$1K – – –
TFO
268
Tarbox Family Office
California
$1K – – –
IWM
269
Integrated Wealth Management
California
$1K – – –
QI
270
QS Investors
New York
$1K – – –
PFBT
271
Parkside Financial Bank & Trust
Missouri
$1K – – –
GAM
272
Gemmer Asset Management
California
$1K +$206 +14 +26%
BWA
273
Burt Wealth Advisors
Maryland
$1K +$1K +28 New
PCM
274
Penserra Capital Management
California
$28 +$28 +1,004 New
SC
275
Samlyn Capital
New York
– -$28.8M -1,004,700 Closed
9 10
11
12 13