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Federated Hermes

312 hedge funds and large institutions have $2.48B invested in Federated Hermes in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+33
Holders Change %
+11.83%
% of All Funds
5.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
60
Increased
101
Reduced
100
Closed
25
Calls
$1.39M
Puts
$653K
Net Calls
+$741K
Net Calls Change
+$476K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$9K +$2.76K +72 +44%
WWP
277
WR Wealth Planners
Missouri
$7.37K
HNB
278
Huntington National Bank
Ohio
$6.5K
PFBT
279
Parkside Financial Bank & Trust
Missouri
$6.46K +$6.46K +178 New
FFA
280
Farther Finance Advisors
California
$6.06K +$6.06K +167 New
ZIG
281
Zullo Investment Group
Pennsylvania
$5.96K
HI
282
Harbour Investments
Wisconsin
$5.88K
CIM
283
Contravisory Investment Management
Massachusetts
$5.59K
OIA
284
Optimum Investment Advisors
Illinois
$5.54K
HCM
285
Hollencrest Capital Management
California
$5.08K +$5.08K +140 New
MHR
286
Matthew Hamilton Rosenberg
$5.05K
QCG
287
Quadrant Capital Group
Ohio
$4.83K +$327 +9 +7%
LC
288
Lindbrook Capital
California
$4.68K +$2.98K +82 +174%
BAM
289
Belpointe Asset Management
Nevada
$4.32K +$4.32K +119 New
First Manhattan
290
First Manhattan
New York
$4.18K +$4.18K +115 New
JWA
291
JFS Wealth Advisors
Pennsylvania
$4.1K +$218 +6 +6%
PPWM
292
PFG Private Wealth Management
Florida
$4K
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$4K
SWM
294
Spire Wealth Management
Virginia
$4K +$4K +113 New
SPIA
295
Steward Partners Investment Advisory
New York
$3.63K
SC
296
Schubert & Co
Texas
$3.09K +$290 +8 +10%
IA
297
IFP Advisors
Florida
$3K -$725 -29 -19%
ACM
298
AUA Capital Management
Pennsylvania
$2.51K
FMII
299
Farmers & Merchants Investments Inc
Nebraska
$1.56K
GWS
300
Glassman Wealth Services
Virginia
$1.56K