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Federated Hermes
FHI

Overview Fund Activity

312 hedge funds and large institutions have $2.48B invested in Federated Hermes in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+33
Holders Change %
+11.83%
% of All Funds
5.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
60
Increased
101
Reduced
100
Closed
25
Calls
$1.39M
Puts
$653K
Net Calls
+$741K
Net Calls Change
+$476K

Top Buyers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
+$46.1M
2
BlackRock
BlackRock
New York
+$20.9M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$15.1M
4
Morgan Stanley
Morgan Stanley
New York
+$15.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$13.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$52.8M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$48.7M
3
Victory Capital Management
Victory Capital Management
Texas
-$12.2M
4
GC
Gillson Capital
Illinois
-$12M
5
P2P
Phase 2 Partners
California
-$9.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
251
EverSource Wealth Advisors
Alabama
$71.2K +$43.5K +1,199 +157%
UB
252
UMB Bank
Missouri
$56K – – –
CTC
253
Central Trust Company
Missouri
$55.2K – – –
GCM
254
Gladius Capital Management
Illinois
$44.4K -$24.3K -670 -35%
TPCW
255
TD Private Client Wealth
New York
$43.7K – – –
Barclays
256
Barclays
United Kingdom
$40K -$163K -4,473 -80%
VFA
257
Virtus Fund Advisers
Connecticut
$38.3K +$38.3K +1,054 New
WA
258
Win Advisors
Florida
$35.3K +$3.16K +87 +10%
Nomura Asset Management
259
Nomura Asset Management
Japan
$31.2K – – –
SAM
260
S.A. Mason
Michigan
$29.4K +$145 +4 +0.5%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$18K – – –
RTC
262
Riverview Trust Company
Washington
$18K – – –
BWM
263
Baystate Wealth Management
Massachusetts
$18K +$143 +4 +0.8%
ACM
264
Aquatic Capital Management
Illinois
$18K +$18K +500 New
RWPA
265
Richard W. Paul & Associates
Michigan
$17K +$17K +469 New
S
266
SignatureFD
Georgia
$16K -$1.24K -34 -7%
WOSD
267
WFA of San Diego
California
$15.8K +$15.8K +435 New
GRP
268
Global Retirement Partners
California
$15K – – –
TWA
269
TCI Wealth Advisors
Arizona
$13.4K +$9.33K +257 +227%
QL
270
Quarry LP
New York
$13.4K +$13.4K +368 New
ASN
271
Advisory Services Network
Georgia
$12.2K +$12.2K +337 New
PA
272
Parallel Advisors
California
$11.9K -$12.4K -341 -51%
KFS
273
Kelly Financial Services
Massachusetts
$11.7K – – –
HCP
274
Hexagon Capital Partners
Arkansas
$10.7K -$1.2K -33 -10%
LFG
275
Larson Financial Group
Missouri
$9.26K +$9.26K +255 New
9 10
11
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