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Federated Hermes
FHI

Overview Fund Activity

333 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 124 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+21
Holders Change %
+6.73%
% of All Funds
7.64%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
50
Increased
124
Reduced
105
Closed
24
Calls
$2.41M
Puts
$1.52M
Net Calls
+$889K
Net Calls Change
-$674K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$49.8M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$29.8M
3
BA
Boston Advisors
Massachusetts
+$28M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$21.7M
5
Victory Capital Management
Victory Capital Management
Texas
+$21.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
2
HCM
Hamlin Capital Management
New York
-$65M
3
BlackRock
BlackRock
New York
-$29.9M
4
Invesco
Invesco
Georgia
-$22M
5
RA
Royce & Associates
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
251
Tower Research Capital (TRC)
New York
$314K +$260K +7,766 +477%
SCA
252
STALEY CAPITAL ADVISERS
Pennsylvania
$312K -$167K -5,000 -35%
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$302K +$302K +9,052 New
RCAG
254
Rehmann Capital Advisory Group
Michigan
$300K -$12K -358 -4%
LTFS
255
Ladenburg Thalmann Financial Services
Florida
$296K +$7.4K +222 +3%
VI
256
Versor Investments
New York
$287K +$287K +8,600 New
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$271K – – –
SOADOR
258
State of Alaska Department of Revenue
Alaska
$267K -$213K -6,390 -44%
Franklin Resources
259
Franklin Resources
California
$262K -$16.5K -494 -6%
HAIM
260
Hunter Associates Investment Management
Pennsylvania
$261K -$25K -750 -9%
RQS
261
Ramsey Quantitative Systems
Kentucky
$261K – – –
FA
262
FDx Advisors
Illinois
$260K -$9.18K -275 -3%
Public Employees Retirement Association of Colorado
263
Public Employees Retirement Association of Colorado
Colorado
$254K -$1K -30 -0.4%
WMG
264
WESCAP Management Group
California
$252K -$1.19M -35,729 -83%
GSBTD
265
Glenview State Bank Trust Department
Illinois
$245K -$16.7K -500 -6%
MWA
266
MFA Wealth Advisors
Pennsylvania
$245K +$54.6K +2,150 +29%
SCM
267
Shelton Capital Management
Colorado
$237K – – –
AG
268
Advisor Group
Arizona
$236K -$65.1K -1,947 -22%
LIA
269
LS Investment Advisors
Michigan
$235K -$27.7K -827 -11%
PNC
270
Park National Corp
Ohio
$223K -$9.72K -291 -4%
HNB
271
Huntington National Bank
Ohio
$219K – – –
Zurich Cantonal Bank
272
Zurich Cantonal Bank
Switzerland
$201K – – –
FIAS
273
FinTrust Investment Advisory Services
South Carolina
$200K – – –
SNT
274
Security National Trust
West Virginia
$182K – – –
AIM
275
Assured Investment Management
New York
$155K +$155K +4,626 New
9 10
11
12 13