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Federated Hermes
FHI

Overview Fund Activity

294 hedge funds and large institutions have $2.33B invested in Federated Hermes in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-16
Holders Change %
-5.16%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
86
Reduced
122
Closed
49
Calls
$655K
Puts
$1.84M
Net Calls
-$1.18M
Net Calls Change
-$1.46M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$77M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$32.2M
3
UBS Group
3
UBS Group
Switzerland
$14M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$21.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$32M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$67.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$32.1M
5
AU
5
Algebris (UK)
United Kingdom
$856K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
Smartleaf Asset Management
Massachusetts
$22.5K +$74 +2 +0.3%
FFA
252
Farther Finance Advisors
California
$19.9K +$14.7K +398 +278%
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$16K +$2.61K +71 +19%
WOSD
254
WFA of San Diego
California
$16K – – –
CPA
255
Capital Performance Advisors
California
$14.7K +$14.7K +401 New
CFM
256
Catalyst Funds Management
Australia
$14.7K – – –
RA
257
Rise Advisors
New York
$14.4K +$110 +3 +0.8%
CTC
258
Central Trust Company
Missouri
$13.6K – – –
EWA
259
EverSource Wealth Advisors
Alabama
$13.1K -$7.94K -216 -38%
CIBC Private Wealth Group
260
CIBC Private Wealth Group
Georgia
$12.3K – – –
NS
261
NBC Securities
Alabama
$10K – – –
C
262
Covestor
United Kingdom
$10K – – –
MCM
263
Manchester Capital Management
Vermont
$8.68K +$404 +11 +5%
RFS
264
Richardson Financial Services
Massachusetts
$7.89K – – –
WWP
265
WR Wealth Planners
Missouri
$7.46K – – –
Bessemer Group
266
Bessemer Group
New Jersey
$6K +$1.88K +55 +45%
HI
267
Harbour Investments
Wisconsin
$5.96K – – –
PFBT
268
Parkside Financial Bank & Trust
Missouri
$5.55K -$2.5K -68 -31%
HCM
269
Hollencrest Capital Management
California
$5.15K – – –
MHR
270
Matthew Hamilton Rosenberg
$5.11K – – –
EBA
271
Eagle Bay Advisors
New York
$5.07K -$2.24K -61 -31%
AF
272
Allworth Financial
California
$4.6K +$478 +13 +12%
PWMG
273
Private Wealth Management Group
New Jersey
$4.3K – – –
BIA
274
Bell Investment Advisors
California
$4.12K -$3.35K -91 -45%
QCG
275
Quadrant Capital Group
Ohio
$3.79K – – –
9 10
11
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