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Federated Hermes
FHI

Overview Fund Activity

310 hedge funds and large institutions have $2.4B invested in Federated Hermes in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+12
Holders Change %
+4.03%
% of All Funds
8.28%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
43
Increased
121
Reduced
101
Closed
29
Calls
$1.05M
Puts
$4.6M
Net Calls
-$3.55M
Net Calls Change
-$3.57M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$196M
2
SGAM
2
Smith Group Asset Management
Texas
$10.3M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$219M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$24.2M
5
NAP
5
New Amsterdam Partners
New York
$8.61M

Top Sellers

1
RA
1
Royce & Associates
New York
$133M
2
RCM
2
Riverhead Capital Management
Delaware
$116K
3
HCM
3
Herndon Capital Management
Georgia
$40.3M
4
Macquarie Group
4
Macquarie Group
Australia
$9.62M
5
CM
5
CS McKee
Pennsylvania
$9.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
251
Financial Architects (New Jersey)
New Jersey
$165K -$25.2K -850 -13%
SNT
252
Security National Trust
West Virginia
$162K – – –
US Bancorp
253
US Bancorp
Minnesota
$124K -$11.6K -392 -9%
RCM
254
Riverhead Capital Management
Delaware
$116K -$14.7M -493,699 -99%
ASN
255
Advisory Services Network
Georgia
$105K – – –
ACM
256
Americafirst Capital Management
California
$104K – – –
IR
257
Invictus RG
Bermuda
$98K +$98K +3,314 New
IIC
258
Integrated Investment Consultants
Michigan
$93K +$9.72K +350 +12%
VFA
259
Virtus Fund Advisers
Connecticut
$92K – – –
Public Employees Retirement Association of Colorado
260
Public Employees Retirement Association of Colorado
Colorado
$89K +$355 +12 +0.4%
AIM
261
Acrospire Investment Management
Illinois
$86K +$47.4K +1,600 +123%
Barclays
262
Barclays
United Kingdom
$81K -$1.66K -56 -2%
Zurich Cantonal Bank
263
Zurich Cantonal Bank
Switzerland
$76K +$11.2K +378 +17%
Fuller & Thaler Asset Management
264
Fuller & Thaler Asset Management
California
$73K +$53.1K +1,800 +267%
AAM
265
Advisors Asset Management
Colorado
$68K -$5.91K -200 -8%
AG
266
Advisor Group
Arizona
$53K +$1.79K +61 +3%
LNB
267
Ledyard National Bank
$46K – – –
MFS
268
MSI Financial Services
Massachusetts
$41K – – –
SWA
269
Sutton Wealth Advisors
Florida
$40.4K – – –
PCM
270
Penserra Capital Management
California
$40K +$10.5K +358 +36%
Creative Planning
271
Creative Planning
Kansas
$39K +$3.41K +116 +10%
CTC
272
Central Trust Company
Missouri
$37K – – –
LWM
273
Lenox Wealth Management
Ohio
$34K -$1.06K -36 -3%
WOC
274
West Oak Capital
California
$31.2K +$4.62K +156 +17%
TCOV
275
Trust Company of Vermont
Vermont
$28K +$28K +950 New
9 10
11
12 13