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Federated Hermes
FHI

Overview Fund Activity

294 hedge funds and large institutions have $2.26B invested in Federated Hermes in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 79 increasing their positions, 121 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+19
Holders Change %
+6.91%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
48
Increased
79
Reduced
121
Closed
28
Calls
$4.55M
Puts
$1.41M
Net Calls
+$3.13M
Net Calls Change
-$3.72M

Top Buyers

1
BAM
Burgundy Asset Management
Ontario, Canada
+$29.2M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$25M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$14.5M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$12.5M
5
Prudential Financial
Prudential Financial
New Jersey
+$12.3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$39.9M
2
Canada Life
Canada Life
Manitoba, Canada
-$32.2M
3
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
-$22.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$21.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$15.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$66K +$66K +2,323 New
QT
252
Quantbot Technologies
New York
$64K -$203K -7,076 -76%
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$63K +$52K +1,798 +471%
VanEck Associates
254
VanEck Associates
New York
$59K +$8.76K +303 +17%
PWPS
255
Pinnacle Wealth Planning Services
Ohio
$48K +$48K +1,686 New
Barclays
256
Barclays
United Kingdom
$47K +$47K +1,616 New
FA
257
Fortis Advisors
Pennsylvania
$41K +$41K +1,425 New
FCH
258
Freestone Capital Holdings
Washington
$41K – – –
PHK
259
Point72 Hong Kong
Hong Kong
$39K +$39K +1,347 New
SSB
260
Sandy Spring Bank
Maryland
$31K +$28.1K +985 +985%
Lazard Asset Management
261
Lazard Asset Management
New York
$26K – – –
HNB
262
Huntington National Bank
Ohio
$23K – – –
JWM
263
Janiczek Wealth Management
Colorado
$23K +$17.3K +590 +301%
SAM
264
S.A. Mason
Michigan
$22K +$142 +5 +0.6%
IAIM
265
International Assets Investment Management
Florida
$17K +$17K +592 New
ASN
266
Advisory Services Network
Georgia
$16K – – –
FHA
267
First Horizon Advisors
Tennessee
$14K – – –
QCG
268
Quadrant Capital Group
Ohio
$14K – – –
BWM
269
Baystate Wealth Management
Massachusetts
$14K +$624 +21 +5%
FWM
270
ForthRight Wealth Management
Georgia
$13K +$13K +433 New
KFS
271
Kelly Financial Services
Massachusetts
$9.28K – – –
S
272
SignatureFD
Georgia
$9K – – –
PA
273
Parallel Advisors
California
$9K +$3.17K +111 +54%
AIG
274
American International Group
New York
$7.2K +$525 +18,157 +8%
MF
275
Manchester Financial
California
$7K – – –
9 10
11
12 13