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Federated Hermes

327 hedge funds and large institutions have $2.66B invested in Federated Hermes in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 108 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
327
Holders Change
+33
Holders Change %
+11.22%
% of All Funds
4.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
65
Increased
108
Reduced
105
Closed
29
Calls
$715K
Puts
$2.49M
Net Calls
-$1.78M
Net Calls Change
-$593K
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
251
EP Wealth Advisors
California
$213K +$213K +5,187 New
SFC
252
SYM Financial Corp
Indiana
$207K +$207K +5,047 New
HR
253
Hardy Reed
Mississippi
$205K +$205K +4,990 New
BTI
254
Blue Trust Inc
Georgia
$200K -$188K -4,564 -48%
VFM
255
Vision Financial Markets
Connecticut
$198K +$198K +4,818 New
CFB
256
Cullen/Frost Bankers
Texas
$177K
S
257
SignatureFD
Georgia
$161K +$7.85K +191 +5%
DekaBank Deutsche Girozentrale
258
DekaBank Deutsche Girozentrale
Germany
$151K
KBC Group
259
KBC Group
Belgium
$138K +$64.5K +1,567 +88%
CIA
260
Cape Investment Advisory
Georgia
$131K -$37K -901 -22%
WSFS
261
Wilmington Savings Fund Society
Delaware
$126K
Carson Wealth (CWM LLC)
262
Carson Wealth (CWM LLC)
Nebraska
$120K +$15.9K +386 +15%
TPCW
263
TD Private Client Wealth
New York
$114K
Jones Financial Companies
264
Jones Financial Companies
Missouri
$109K +$57.6K +1,400 +112%
Lazard Asset Management
265
Lazard Asset Management
New York
$90K +$90K +2,190 New
CMBA
266
C.M. Bidwell & Associates
Hawaii
$73.2K +$73.2K +1,780 New
GI
267
GAMMA Investing
California
$70.2K +$26.6K +646 +61%
HCP
268
Hexagon Capital Partners
Arkansas
$64.9K +$3.29K +80 +5%
Osaic Holdings
269
Osaic Holdings
Arizona
$62.4K -$2.06K -50 -3%
CSB
270
City State Bank
Iowa
$56K -$11.2K -272 -17%
UB
271
UMB Bank
Missouri
$54.7K +$4.81K +117 +10%
SIS
272
Sound Income Strategies
Florida
$53.5K +$53.5K +1,301 New
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$52K -$32.6K -794 -39%
VFA
274
Virtus Fund Advisers
Connecticut
$49.7K +$1.73K +42 +4%
RS
275
R Squared
Hong Kong
$43.2K +$43.2K +1,050 New