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Federated Hermes
FHI

Overview Fund Activity

298 hedge funds and large institutions have $2.29B invested in Federated Hermes in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+24
Holders Change %
+8.76%
% of All Funds
7.96%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
50
Increased
114
Reduced
94
Closed
23
Calls
$639K
Puts
$623K
Net Calls
+$16K
Net Calls Change
-$1.94M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$22.4M
2
HCM
Herndon Capital Management
Georgia
$53.3M
3
Millennium Management
Millennium Management
New York
$15.8M
4
Charles Schwab
Charles Schwab
California
$24.2M
5
RCM
Riverhead Capital Management
Delaware
$8.75M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$44.2M
2
MG
Markel Group
Virginia
$0
3
Bank of America
Bank of America
North Carolina
$10.3M
4
HCM
Hamlin Capital Management
New York
$39.1M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
251
Washington Trust Bank
Washington
$72K – – –
AAM
252
Advisors Asset Management
Colorado
$72K – – –
Zurich Cantonal Bank
253
Zurich Cantonal Bank
Switzerland
$63K – – –
SEC
254
Seven Eight Capital
New York
$63K +$43K +1,500 +214%
Nomura Asset Management
255
Nomura Asset Management
Japan
$63K +$63K +2,200 New
SEI Investments
256
SEI Investments
Pennsylvania
$57K +$24.4K +849 +75%
AG
257
Advisor Group
Arizona
$49K +$49K +1,745 New
LNB
258
Ledyard National Bank
$44K – – –
TF
259
Tompkins Financial
New York
$40K – – –
SWA
260
Sutton Wealth Advisors
Florida
$39.2K – – –
MFS
261
MSI Financial Services
Massachusetts
$39K – – –
AIM
262
Acrospire Investment Management
Illinois
$37K -$25.6K -900 -41%
CTC
263
Central Trust Company
Missouri
$36K -$2.89K -100 -7%
Creative Planning
264
Creative Planning
Kansas
$35K – – –
1832 Asset Management
265
1832 Asset Management
Ontario, Canada
$35K +$35K +1,219 New
LWM
266
Lenox Wealth Management
Ohio
$34K +$2.98K +104 +10%
FHA
267
First Horizon Advisors
Tennessee
$31K +$7.77K +267 +33%
PCM
268
Penserra Capital Management
California
$29K – – –
WOC
269
West Oak Capital
California
$25.8K +$25.8K +896 New
ECM
270
Estabrook Capital Management
New York
$21.6K – – –
AssetMark Inc
271
AssetMark Inc
California
$20K +$16.4K +582 +462%
Fuller & Thaler Asset Management
272
Fuller & Thaler Asset Management
California
$19K – – –
Simplex Trading
273
Simplex Trading
Illinois
$17K +$11.3K +410 +198%
CCA
274
Checchi Capital Advisers
California
$16K +$1.18K +42 +8%
Northwestern Mutual Wealth Management
275
Northwestern Mutual Wealth Management
Wisconsin
$16K +$2.48K +85 +18%
9 10
11
12 13