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Federated Hermes
FHI

Overview Fund Activity

308 hedge funds and large institutions have $2.24B invested in Federated Hermes in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 113 increasing their positions, 115 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-31
Holders Change %
-9.14%
% of All Funds
4.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
34
Increased
113
Reduced
115
Closed
63
Calls
$2.99M
Puts
$1.31M
Net Calls
+$1.68M
Net Calls Change
+$2.2M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$28M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$170M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$38.6M
4
AQR Capital Management
AQR Capital Management
Connecticut
$27.1M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$14.9M

Top Sellers

1
CSS
Cubist Systematic Strategies
Connecticut
$148K
2
Victory Capital Management
Victory Capital Management
Texas
$1.03M
3
Jane Street
Jane Street
New York
$1.34M
4
JAM
Jupiter Asset Management
United Kingdom
$8.19M
5
Citadel Advisors
Citadel Advisors
Florida
$62.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
276
Covestor
United Kingdom
$7K +$65 +2 +0.9%
Bessemer Group
277
Bessemer Group
New Jersey
$7K +$4.75K +139 +211%
NICM
278
Neo Ivy Capital Management
New York
$7K +$7K +192 New
WWP
279
WR Wealth Planners
Missouri
$6.88K – – –
HI
280
Harbour Investments
Wisconsin
$5.49K – – –
PFBT
281
Parkside Financial Bank & Trust
Missouri
$5.45K – – –
FFA
282
Farther Finance Advisors
California
$5.39K -$271 -8 -5%
OIA
283
Optimum Investment Advisors
Illinois
$5.17K – – –
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$5K -$3.7K -100 -43%
HCM
285
Hollencrest Capital Management
California
$4.74K – – –
MHR
286
Matthew Hamilton Rosenberg
$4.71K – – –
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
$3.62K -$474 -14 -12%
SPIA
288
Steward Partners Investment Advisory
New York
$3.39K – – –
JWA
289
JFS Wealth Advisors
Pennsylvania
$3.32K -$339 -10 -9%
LC
290
Lindbrook Capital
California
$3.29K -$1.08K -32 -25%
Toronto Dominion Bank
291
Toronto Dominion Bank
Ontario, Canada
$3.08K – – –
LFA
292
LGT Financial Advisors
Texas
$2.51K +$2.51K +74 New
AssetMark Inc
293
AssetMark Inc
California
$2.51K +$2.51K +74 New
PWMG
294
Prestige Wealth Management Group
New Jersey
$2.24K +$2.24K +66 New
SFG
295
Steward Financial Group
Texas
$2K +$2K +72 New
BIA
296
Bell Investment Advisors
California
$1.97K -$542 -16 -22%
AF
297
Allworth Financial
California
$1.76K +$1.63K +48 +1,200%
GWM
298
Geneos Wealth Management
Colorado
$1.69K +$1.69K +50 New
GWS
299
Glassman Wealth Services
Virginia
$1.46K -$237 -7 -14%
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$1.32K -$135 -4 -9%
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