FHI icon

Federated Hermes
FHI

Overview Fund Activity

339 hedge funds and large institutions have $2.43B invested in Federated Hermes in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 100 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+21
Holders Change %
+6.6%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
100
Reduced
124
Closed
44
Calls
$863K
Puts
$1.38M
Net Calls
-$516K
Net Calls Change
-$11.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$160M
2
JAM
Jupiter Asset Management
United Kingdom
$24.6M
3
CSS
Cubist Systematic Strategies
Connecticut
$19.3M
4
Millennium Management
Millennium Management
New York
$60.5M
5
Jane Street
Jane Street
New York
$18.3M

Top Sellers

1
BlackRock
BlackRock
New York
$284M
2
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$113M
3
State Street
State Street
Massachusetts
$58.7M
4
ACL
Azora Capital LP
Florida
$0
5
Geode Capital Management
Geode Capital Management
Massachusetts
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OR
251
Olympiad Research
Connecticut
$261K -$23K -641 -8%
SWA
252
Stratos Wealth Advisors
Ohio
$255K +$255K +7,100 New
NIC
253
Northwest Investment Counselors
Oregon
$252K -$132K -3,690 -34%
LTI
254
Laffer Tengler Investments
Tennessee
$246K +$825 +23 +0.3%
AIM
255
Aigen Investment Management
New York
$244K +$244K +6,803 New
DCM
256
DGS Capital Management
New Jersey
$241K +$62.1K +1,733 +35%
State of Wisconsin Investment Board
257
State of Wisconsin Investment Board
Wisconsin
$240K -$141K -3,943 -37%
MM
258
MQS Management
New York
$226K +$226K +6,298 New
Mariner
259
Mariner
Kansas
$221K -$1.86K -52 -0.8%
Voloridge Investment Management
260
Voloridge Investment Management
Florida
$220K +$33.5K +934 +18%
GF
261
Gabelli Funds
New York
$215K – – –
CGH
262
Crossmark Global Holdings
Texas
$215K -$19.6K -578 -8%
GAM
263
Gotham Asset Management
New York
$213K -$128K -3,566 -38%
PTC
264
Petrus Trust Company
Texas
$211K +$211K +5,872 New
Prudential Financial
265
Prudential Financial
New Jersey
$201K -$1.76M -49,217 -90%
CFB
266
Cullen/Frost Bankers
Texas
$154K – – –
CMBA
267
C.M. Bidwell & Associates
Hawaii
$138K +$430 +12 +0.3%
HT
268
Headlands Technologies
Illinois
$135K +$135K +3,775 New
SG Americas Securities
269
SG Americas Securities
New York
$121K -$850K -23,625 -88%
JWM
270
Janiczek Wealth Management
Colorado
$116K +$9.29K +259 +9%
CSB
271
City State Bank
Iowa
$86K -$7.65K -213 -8%
EWA
272
EverSource Wealth Advisors
Alabama
$76.1K +$717 +20 +1%
CTC
273
Central Trust Company
Missouri
$54.5K – – –
IUHSA
274
Itau Unibanco Holding S.A.
Brazil
$50.5K +$50.5K +1,409 New
BTI
275
Blue Trust Inc
Georgia
$41K -$144K -3,619 -78%
9 10
11
12 13