FHI icon

Federated Hermes
FHI

Overview Fund Activity

322 hedge funds and large institutions have $2.22B invested in Federated Hermes in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
46
Increased
126
Reduced
108
Closed
28
Calls
$2.36M
Puts
$467K
Net Calls
+$1.89M
Net Calls Change
+$209K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$118M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$72.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$61.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$189M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$29.8M

Top Sellers

1
SDWMA
1
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.56M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.01M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$9.17M
4
Invesco
4
Invesco
Georgia
$68.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$819K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
251
Cape Investment Advisory
Georgia
$198K -$2.03K -60 -1%
ECM
252
EMC Capital Management
Texas
$180K – – –
Russell Investments Group
253
Russell Investments Group
United Kingdom
$164K -$75.9K -2,242 -32%
CFB
254
Cullen/Frost Bankers
Texas
$146K – – –
PAS
255
Point72 Asia (Singapore)
Singapore
$144K +$144K +4,252 New
EC
256
EntryPoint Capital
New York
$143K +$143K +4,229 New
JWM
257
Janiczek Wealth Management
Colorado
$132K +$5.96K +176 +5%
SG Americas Securities
258
SG Americas Securities
New York
$128K +$128K +3,793 New
TRCT
259
Tower Research Capital (TRC)
New York
$126K -$319K -9,410 -72%
BTI
260
Blue Trust Inc
Georgia
$92K +$17.2K +507 +23%
PA
261
Parallel Advisors
California
$74.1K +$14K +414 +23%
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$66.2K -$552K -16,295 -89%
TPCW
263
TD Private Client Wealth
New York
$66K +$31.4K +926 +91%
KBC Group
264
KBC Group
Belgium
$60K +$23.1K +686 +62%
CSB
265
City State Bank
Iowa
$57K -$22K -647 -28%
CTC
266
Central Trust Company
Missouri
$51.5K – – –
NICM
267
Neo Ivy Capital Management
New York
$48K +$41.5K +1,224 +638%
S
268
SignatureFD
Georgia
$46.8K +$18.6K +548 +66%
IA
269
IFP Advisors
Florida
$39.7K +$26K +768 +190%
UB
270
UMB Bank
Missouri
$38.6K – – –
VanEck Associates
271
VanEck Associates
New York
$36K -$630K -18,411 -95%
VFA
272
Virtus Fund Advisers
Connecticut
$35.7K – – –
HCP
273
Hexagon Capital Partners
Arkansas
$35.2K +$24.1K +712 +216%
GCM
274
Gladius Capital Management
Illinois
$32.2K -$3.96K -117 -11%
Lazard Asset Management
275
Lazard Asset Management
New York
$30K – – –
9 10
11
12 13