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Federated Hermes
FHI

Overview Fund Activity

312 hedge funds and large institutions have $3.1B invested in Federated Hermes in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+30
Holders Change %
+10.64%
% of All Funds
7.09%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
49
Increased
106
Reduced
111
Closed
18
Calls
$2.64M
Puts
$1.08M
Net Calls
+$1.56M
Net Calls Change
+$960K

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
+$48.6M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$14.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$11.8M
4
Victory Capital Management
Victory Capital Management
Texas
+$9.72M
5
AP
AHL Partners
United Kingdom
+$8.43M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$89.2M
2
Bank of America
Bank of America
North Carolina
-$14.6M
3
RA
Royce & Associates
New York
-$13.5M
4
CM
CS McKee
Pennsylvania
-$12.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$9.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
276
Simplex Trading
Illinois
$35K +$35K +979 New
Barrow, Hanley, Mewhinney & Strauss
277
Barrow, Hanley, Mewhinney & Strauss
Texas
$32K – – –
Loomis, Sayles & Company
278
Loomis, Sayles & Company
Massachusetts
$31K +$6.18K +170 +25%
AIL
279
AGF Investments LLC
Ontario, Canada
$30K +$18.8K +520 +168%
ECM
280
Estabrook Capital Management
New York
$27.1K – – –
IA
281
IFP Advisors
Florida
$26K -$18.3K -500 -41%
BWM
282
Baystate Wealth Management
Massachusetts
$26K – – –
PCM
283
Penserra Capital Management
California
$25K -$18K -512 -42%
TG
284
TLP Group
Illinois
$24K +$23.5K +657 +5,054%
CFA
285
Carroll Financial Associates
North Carolina
$19K – – –
LWM
286
Lenox Wealth Management
Ohio
$17K +$211 +6 +1%
AIM
287
Advantage Investment Management
Iowa
$16K – – –
PA
288
Parallel Advisors
California
$15K – – –
SWA
289
Sutton Wealth Advisors
Florida
$14.5K – – –
GWM
290
Geneos Wealth Management
Colorado
$13K – – –
BBHC
291
Brown Brothers Harriman & Co
New York
$13K +$13K +350 New
WA
292
WealthTrust-Arizona
Arizona
$11K – – –
FGC
293
Financial Gravity Companies
Texas
$11K +$11K +320 New
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$10.8K – – –
TSW
295
Thompson Siegel & Walmsley
Virginia
$10K – – –
BBA
296
Braun-Bostich & Associates
Pennsylvania
$10K +$10K +280 New
GFP
297
Gryphon Financial Partners
Ohio
$8K +$8K +209 New
STA
298
Summit Trail Advisors
New York
$7K +$7K +213 New
WCBA
299
Weaver C. Barksdale & Associates
Tennessee
$6K -$1.39K -41 -19%
PCP
300
Proficio Capital Partners
Massachusetts
$6K – – –
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12
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