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Federated Hermes
FHI

Overview Fund Activity

339 hedge funds and large institutions have $2.43B invested in Federated Hermes in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 100 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+21
Holders Change %
+6.6%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
100
Reduced
124
Closed
44
Calls
$863K
Puts
$1.38M
Net Calls
-$516K
Net Calls Change
-$11.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$160M
2
JAM
2
Jupiter Asset Management
United Kingdom
$24.6M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$19.3M
4
Millennium Management
4
Millennium Management
New York
$60.5M
5
Jane Street
5
Jane Street
New York
$18.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$284M
2
SDWMA
2
Schneider Downs Wealth Management Advisors
Pennsylvania
$113M
3
State Street
3
State Street
Massachusetts
$58.7M
4
ACL
4
Azora Capital LP
Florida
$0
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
276
UMB Bank
Missouri
$40.9K – – –
VFA
277
Virtus Fund Advisers
Connecticut
$37.8K – – –
PI
278
PineBridge Investments
New York
$37.1K +$37.1K +1,034 New
TPCW
279
TD Private Client Wealth
New York
$36.6K – – –
WP
280
WealthPLAN Partners
Nebraska
$35.9K – – –
GCM
281
Gladius Capital Management
Illinois
$33.1K -$6.56K -183 -17%
Barclays
282
Barclays
United Kingdom
$33K -$343K -9,766 -91%
SAM
283
S.A. Mason
Michigan
$32.6K – – –
QT
284
Quantbot Technologies
New York
$32K +$32K +893 New
Lazard Asset Management
285
Lazard Asset Management
New York
$32K – – –
Allspring Global Investments
286
Allspring Global Investments
North Carolina
$30.9K -$120K -3,345 -80%
QL
287
Quarry LP
New York
$28.9K +$28.9K +806 New
GRP
288
Global Retirement Partners
California
$26.8K -$717 -20 -3%
New York State Common Retirement Fund
289
New York State Common Retirement Fund
New York
$24K -$1.6M -44,282 -99%
Simplex Trading
290
Simplex Trading
Illinois
$24K -$1.07M -30,841 -98%
IA
291
IFP Advisors
Florida
$23K +$23K +643 New
HBW
292
Hazlett, Burt & Watson
West Virginia
$22K – – –
BWM
293
Baystate Wealth Management
Massachusetts
$18.3K +$143 +4 +0.8%
S
294
SignatureFD
Georgia
$17.6K -$2.73K -76 -13%
RWPA
295
Richard W. Paul & Associates
Michigan
$16.8K – – –
WOSD
296
WFA of San Diego
California
$15.6K +$15.6K +435 New
CIM
297
Contravisory Investment Management
Massachusetts
$15.2K – – –
HCP
298
Hexagon Capital Partners
Arkansas
$14.3K +$2.01K +56 +16%
KFS
299
Kelly Financial Services
Massachusetts
$11.5K – – –
PA
300
Parallel Advisors
California
$11.3K -$46.9K -1,304 -81%
10 11
12
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