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Federated Hermes

284 hedge funds and large institutions have $2.41B invested in Federated Hermes in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 89 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-12
Holders Change %
-4.05%
% of All Funds
7.09%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
30
Increased
127
Reduced
89
Closed
41
Calls
$686K
Puts
$636K
Net Calls
+$50K
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
251
Penserra Capital Management
California
$40K +$3.64K +129 +10%
IA
252
IFP Advisors
Florida
$40K +$10.7K +374 +36%
CTC
253
Central Trust Company
Missouri
$35K
Creative Planning
254
Creative Planning
Kansas
$28K -$1.62K -57 -5%
Loomis, Sayles & Company
255
Loomis, Sayles & Company
Massachusetts
$28K +$2.9K +101 +12%
Barrow, Hanley, Mewhinney & Strauss
256
Barrow, Hanley, Mewhinney & Strauss
Texas
$25K
BWM
257
Baystate Wealth Management
Massachusetts
$22K
ECM
258
Estabrook Capital Management
New York
$21.2K
AIM
259
Advantage Investment Management
Iowa
$20K -$34.3K -1,200 -63%
CFA
260
Carroll Financial Associates
North Carolina
$15K +$1.11K +40 +8%
LWM
261
Lenox Wealth Management
Ohio
$14K -$4.24K -150 -23%
SWA
262
Sutton Wealth Advisors
Florida
$11.3K
CG
263
Cutler Group
California
$11K -$406K -14,540 -97%
AIL
264
AGF Investments LLC
Ontario, Canada
$10K +$455 +16 +5%
GWM
265
Geneos Wealth Management
Colorado
$10K +$5.03K +190 +101%
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$8.48K
WA
267
WealthTrust-Arizona
Arizona
$8K -$1.17K -43 -13%
NFG
268
Next Financial Group
Texas
$8K
WCBA
269
Weaver C. Barksdale & Associates
Tennessee
$6K -$165 -6 -3%
PA
270
Parallel Advisors
California
$6K +$6K +210 New
OAM
271
Oppenheimer Asset Management
New York
$5K -$31.8K -1,068 -86%
PCP
272
Proficio Capital Partners
Massachusetts
$5K
Acadian Asset Management
273
Acadian Asset Management
Massachusetts
$5K +$5K +187 New
PMFA
274
Plante Moran Financial Advisors
Michigan
$4K
OC
275
Oakworth Capital
Alabama
$3K