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Federated Hermes

318 hedge funds and large institutions have $2.92B invested in Federated Hermes in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+6
Holders Change %
+1.92%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
122
Reduced
113
Closed
35
Calls
$11.5M
Puts
$518K
Net Calls
+$11M
Net Calls Change
+$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
HBW
276
Hazlett, Burt & Watson
West Virginia
$25K +$25K +615 New
Commonwealth Equity Services
277
Commonwealth Equity Services
Massachusetts
$23.2K -$416 -10,373 -2%
S
278
SignatureFD
Georgia
$22.8K +$5.02K +125 +28%
BWM
279
Baystate Wealth Management
Massachusetts
$20.3K +$121 +3 +0.6%
RTC
280
Riverview Trust Company
Washington
$19.5K
RWPA
281
Richard W. Paul & Associates
Michigan
$18.8K
CIM
282
Contravisory Investment Management
Massachusetts
$17.1K +$10.9K +271 +176%
TWA
283
TCI Wealth Advisors
Arizona
$14.9K
HCP
284
Hexagon Capital Partners
Arkansas
$13.8K +$1.93K +48 +16%
QCG
285
Quadrant Capital Group
Ohio
$13.6K +$8.23K +205 +154%
KFS
286
Kelly Financial Services
Massachusetts
$12.9K
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$9K
WWP
288
WR Wealth Planners
Missouri
$8.15K
HNB
289
Huntington National Bank
Ohio
$7.19K
FFA
290
Farther Finance Advisors
California
$6.7K
HI
291
Harbour Investments
Wisconsin
$6.5K
PFBT
292
Parkside Financial Bank & Trust
Missouri
$6.46K -$682 -17 -10%
OIA
293
Optimum Investment Advisors
Illinois
$6.12K
HCM
294
Hollencrest Capital Management
California
$5.62K
MHR
295
Matthew Hamilton Rosenberg
$5.58K
LC
296
Lindbrook Capital
California
$5.18K
BAM
297
Belpointe Asset Management
Nevada
$4.78K
JWA
298
JFS Wealth Advisors
Pennsylvania
$4.34K -$201 -5 -4%
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$4.3K
SPIA
300
Steward Partners Investment Advisory
New York
$4.01K