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Federated Hermes
FHI

Overview Fund Activity

298 hedge funds and large institutions have $2.29B invested in Federated Hermes in 2016 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 114 increasing their positions, 94 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
+24
Holders Change %
+8.76%
% of All Funds
7.96%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
50
Increased
114
Reduced
94
Closed
23
Calls
$639K
Puts
$623K
Net Calls
+$16K
Net Calls Change
-$1.94M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$22.4M
2
HCM
Herndon Capital Management
Georgia
$53.3M
3
Millennium Management
Millennium Management
New York
$15.8M
4
Charles Schwab
Charles Schwab
California
$24.2M
5
RCM
Riverhead Capital Management
Delaware
$8.75M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$44.2M
2
MG
Markel Group
Virginia
$0
3
Bank of America
Bank of America
North Carolina
$10.3M
4
HCM
Hamlin Capital Management
New York
$39.1M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
276
IFP Advisors
Florida
$11K -$24.5K -835 -69%
NFG
277
Next Financial Group
Texas
$8K – – –
GWM
278
Geneos Wealth Management
Colorado
$8K – – –
TC
279
Trust Company
Kansas
$6K – – –
PHK
280
Point72 Hong Kong
Hong Kong
$6K +$6K +200 New
PSUF
281
People's United Financial
Connecticut
$5K – – –
GAM
282
Gemmer Asset Management
California
$5K +$3.05K +106 +156%
OC
283
Oakworth Capital
Alabama
$4K – – –
WCBA
284
Weaver C. Barksdale & Associates
Tennessee
$4K +$530 +20 +15%
WA
285
WealthTrust-Arizona
Arizona
$4K +$553 +21 +16%
EFSCE
286
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
PCP
287
Proficio Capital Partners
Massachusetts
$3K – – –
MCM
288
Manchester Capital Management
Vermont
$2K – – –
FNBT
289
FineMark National Bank & Trust
Florida
$2K +$2K +80 New
Loomis, Sayles & Company
290
Loomis, Sayles & Company
Massachusetts
$2K +$2K +84 New
QCG
291
Quadrant Capital Group
Ohio
$2K +$2K +99 New
CG
292
Cutler Group
California
$2K +$2K +100 New
WAM
293
Wealthspire Advisors (Maryland)
Maryland
$1K -$20.8K -1,000 -95%
PFBT
294
Parkside Financial Bank & Trust
Missouri
$1K – – –
QI
295
QS Investors
New York
$1K – – –
IWM
296
Integrated Wealth Management
California
$1K – – –
TFO
297
Tarbox Family Office
California
$1K – – –
MG
298
Markel Group
Virginia
– -$21.3M -739,000 Closed
Citadel Advisors
299
Citadel Advisors
Florida
– -$10M -347,920 Closed
PR
300
Payden & Rygel
California
– -$3.07M -106,300 Closed
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