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Federated Hermes
FHI

Overview Fund Activity

322 hedge funds and large institutions have $2.22B invested in Federated Hermes in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
46
Increased
126
Reduced
108
Closed
28
Calls
$2.36M
Puts
$467K
Net Calls
+$1.89M
Net Calls Change
+$209K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$118M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$72.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$61.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$189M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$29.8M

Top Sellers

1
SDWMA
1
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.56M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.01M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$9.17M
4
Invesco
4
Invesco
Georgia
$68.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$819K
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
276
S.A. Mason
Michigan
$28K +$135 +4 +0.5%
QCG
277
Quadrant Capital Group
Ohio
$25.6K -$12K -353 -32%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$25K +$10.4K +307 +71%
PS
279
Principal Securities
Iowa
$24.4K +$24.4K +721 New
W
280
WealthCollab
Washington
$22.4K +$22.4K +661 New
GRP
281
Global Retirement Partners
California
$21.5K +$2.78K +79 +15%
HBW
282
Hazlett, Burt & Watson
West Virginia
$21K – – –
Robeco Institutional Asset Management
283
Robeco Institutional Asset Management
Netherlands
$18.1K +$18.1K +534 New
BWM
284
Baystate Wealth Management
Massachusetts
$17.6K +$169 +5 +1%
QL
285
Quarry LP
New York
$12.3K +$12.3K +364 New
HIM
286
Hillsdale Investment Management
Ontario, Canada
$11.2K -$501K -14,800 -98%
KFS
287
Kelly Financial Services
Massachusetts
$10.9K – – –
NS
288
NBC Securities
Alabama
$9K – – –
C
289
Covestor
United Kingdom
$9K +$1.51K +43 +20%
RFS
290
Richardson Financial Services
Massachusetts
$8.91K +$8.91K +263 New
PFBT
291
Parkside Financial Bank & Trust
Missouri
$6.87K +$1.42K +42 +26%
GI
292
GAMMA Investing
California
$5.52K +$5.52K +158 New
HI
293
Harbour Investments
Wisconsin
$5.49K – – –
Simplex Trading
294
Simplex Trading
Illinois
$5K -$15.2K -451 -75%
FFA
295
Farther Finance Advisors
California
$4.84K -$542 -16 -10%
HCM
296
Hollencrest Capital Management
California
$4.74K – – –
MHR
297
Matthew Hamilton Rosenberg
$4.71K – – –
Bessemer Group
298
Bessemer Group
New Jersey
$4K -$2.51K -79 -39%
HT
299
Headlands Technologies
Illinois
$3.96K -$26.1K -772 -87%
AssetMark Inc
300
AssetMark Inc
California
$3.86K +$1.35K +40 +54%
10 11
12
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