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Federated Hermes
FHI

Overview Fund Activity

266 hedge funds and large institutions have $2.68B invested in Federated Hermes in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 118 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-19
Holders Change %
-6.67%
% of All Funds
4.64%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
83
Reduced
118
Closed
51
Calls
$4.49M
Puts
$1.39M
Net Calls
+$3.1M
Net Calls Change
+$718K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$130M
2
RL
2
Ruffer LLP
United Kingdom
$108M
3
Victory Capital Management
3
Victory Capital Management
Texas
$48M
4
Fidelity International
4
Fidelity International
Bermuda
$31.9M
5
BCM
5
Basswood Capital Management
New York
$16.6M

Top Sellers

1
SDWMA
1
Schneider Downs Wealth Management Advisors
Pennsylvania
$117M
2
Prudential Financial
2
Prudential Financial
New Jersey
$8.53M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$50.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.5M
5
BlackRock
5
BlackRock
New York
$427M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
251
Hoese & Co
Minnesota
$5K +$5K +150 New
FHA
252
First Horizon Advisors
Tennessee
$4K -$9.66K -302 -71%
SPIA
253
Steward Partners Investment Advisory
New York
$3K -$2.7K -90 -47%
ACM
254
AUA Capital Management
Pennsylvania
$3K -$1.97K -59 -40%
WAS
255
Winch Advisory Services
Wisconsin
$3K – – –
TWA
256
TCI Wealth Advisors
Arizona
$3K +$706 +24 +31%
RBC
257
Roble Belko & Company
Pennsylvania
$3K +$3K +75 New
MCM
258
Manchester Capital Management
Vermont
$2K – – –
LC
259
Lindbrook Capital
California
$2K – – –
CWP
260
Concord Wealth Partners
Virginia
$2K +$2K +47 New
EFSCE
261
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2K +54 New
AssetMark Inc
262
AssetMark Inc
California
$1K – – –
GWS
263
Glassman Wealth Services
Virginia
$1K – – –
Nisa Investment Advisors
264
Nisa Investment Advisors
Missouri
$946 – – –
Walleye Capital
265
Walleye Capital
New York
$766 +$766 +22,600 New
SC
266
Samlyn Capital
New York
– -$17.1M -546,627 Closed
ERIM
267
Eagle Ridge Investment Management
Connecticut
– -$10.2M -324,769 Closed
AIM
268
Artemis Investment Management
United Kingdom
– -$6.85M -218,792 Closed
California Public Employees Retirement System
269
California Public Employees Retirement System
California
– -$6.16M -196,877 Closed
State of Tennessee, Department of Treasury
270
State of Tennessee, Department of Treasury
Tennessee
– -$3.97M -126,889 Closed
Two Sigma Investments
271
Two Sigma Investments
New York
– -$3.23M -103,254 Closed
Renaissance Technologies
272
Renaissance Technologies
New York
– -$2.7M -86,100 Closed
Marshall Wace
273
Marshall Wace
United Kingdom
– -$2.47M -78,811 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
274
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.32M -74,200 Closed
MSL
275
Mackay Shields LLC
New York
– -$2.31M -73,800 Closed
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