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Federated Hermes
FHI

Overview Fund Activity

261 hedge funds and large institutions have $2.91B invested in Federated Hermes in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+12
Holders Change %
+4.82%
% of All Funds
4.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
82
Reduced
102
Closed
22
Calls
$2.5M
Puts
$3.48M
Net Calls
-$989K
Net Calls Change
+$451K

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$19.7M
2
ACL
Azora Capital LP
Florida
$17M
3
CIM
Chiron Investment Management
New York
$15.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$35.3M
5
Victory Capital Management
Victory Capital Management
Texas
$61.3M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
Millennium Management
Millennium Management
New York
$14.2M
3
SC
Samlyn Capital
New York
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$299K
5
RL
Ruffer LLP
United Kingdom
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
251
Bell Investment Advisors
California
$2K +$652 +15 +48%
CWP
252
Concord Wealth Partners
Virginia
$2K +$2K +47 New
EBA
253
Eagle Bay Advisors
New York
$1K -$1K -20 -50%
CCM
254
Cribstone Capital Management
Maine
$1K – – –
AssetMark Inc
255
AssetMark Inc
California
$1K – – –
SC
256
Schubert & Co
Texas
$1K +$1K +20 New
IA
257
IFP Advisors
Florida
$1K +$1K +26 New
JWA
258
JFS Wealth Advisors
Pennsylvania
$1K +$1K +35 New
SWA
259
Sutton Wealth Advisors
Florida
$338 +$338 +9 New
FGAM
260
Financial Gravity Asset Management
Texas
$42 +$41 +75 +7,500%
Arrowstreet Capital
261
Arrowstreet Capital
Massachusetts
– -$38.7M -1,191,929 Closed
SC
262
Samlyn Capital
New York
– -$14.6M -447,841 Closed
PCM
263
Prana Capital Management
Connecticut
– -$2.77M -85,225 Closed
MPM
264
Meritage Portfolio Management
Kansas
– -$2.7M -82,948 Closed
Verition Fund Management
265
Verition Fund Management
Connecticut
– -$2.66M -81,711 Closed
GC
266
Gillson Capital
Illinois
– -$2.49M -76,562 Closed
M&T Bank
267
M&T Bank
New York
– -$2.45M -75,504 Closed
Two Sigma Investments
268
Two Sigma Investments
New York
– -$1.14M -35,017 Closed
CI Investments Inc
269
CI Investments Inc
Ontario, Canada
– -$1.09M -33,581 Closed
GC
270
Guggenheim Capital
Illinois
– -$1.09M -33,467 Closed
LPL Financial
271
LPL Financial
California
– -$586K -18,034 Closed
EP
272
Edgestream Partners
New Jersey
– -$552K -16,977 Closed
Lido Advisors
273
Lido Advisors
California
– -$512K -15,782 Closed
ACI
274
AMP Capital Investors
Australia
– -$477K -14,686 Closed
DCM
275
Dupont Capital Management
Delaware
– -$359K -11,054 Closed
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