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Federated Hermes
FHI

Overview Fund Activity

315 hedge funds and large institutions have $2.31B invested in Federated Hermes in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-7
Holders Change %
-2.17%
% of All Funds
4.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
112
Reduced
122
Closed
38
Calls
$1.68M
Puts
$759K
Net Calls
+$924K
Net Calls Change
-$965K

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$40.3M
2
Citadel Advisors
Citadel Advisors
Florida
$37.6M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$29.5M
4
AQR Capital Management
AQR Capital Management
Connecticut
$51.3M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$89.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$54M
2
Canada Life
Canada Life
Manitoba, Canada
$3.09M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$38.6M
4
Millennium Management
Millennium Management
New York
$34.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
276
Quarry LP
New York
$15K +$1.84K +51 +14%
RA
277
Rise Advisors
New York
$13.4K +$13.4K +372 New
RFS
278
Richardson Financial Services
Massachusetts
$12.8K +$3.29K +91 +35%
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$12.1K +$12.1K +335 New
HIM
280
Hillsdale Investment Management
Ontario, Canada
$11.9K – – –
KFS
281
Kelly Financial Services
Massachusetts
$11.6K – – –
NS
282
NBC Securities
Alabama
$11K – – –
C
283
Covestor
United Kingdom
$10K +$265 +7 +3%
GI
284
GAMMA Investing
California
$8.63K +$2.93K +81 +51%
PFBT
285
Parkside Financial Bank & Trust
Missouri
$7.37K +$36 +1 +0.5%
WWP
286
WR Wealth Planners
Missouri
$7.33K +$7.33K +203 New
EBA
287
Eagle Bay Advisors
New York
$6.75K +$6.75K +187 New
HI
288
Harbour Investments
Wisconsin
$5.85K – – –
FFA
289
Farther Finance Advisors
California
$5.16K – – –
HCM
290
Hollencrest Capital Management
California
$5.06K – – –
MHR
291
Matthew Hamilton Rosenberg
$5.02K – – –
Carson Wealth (CWM LLC)
292
Carson Wealth (CWM LLC)
Nebraska
$5K +$1.73K +46 +53%
EWA
293
EverSource Wealth Advisors
Alabama
$4.9K +$4.9K +149 New
Bessemer Group
294
Bessemer Group
New Jersey
$4K -$165 -5 -4%
AF
295
Allworth Financial
California
$3.9K +$3.61K +100 +1,250%
SPIA
296
Steward Partners Investment Advisory
New York
$3.61K – – –
IA
297
IFP Advisors
Florida
$3.58K -$38.8K -1,074 -92%
JWA
298
JFS Wealth Advisors
Pennsylvania
$2.78K +$361 +10 +15%
LFA
299
LGT Financial Advisors
Texas
$2.67K – – –
BIA
300
Bell Investment Advisors
California
$2.57K +$542 +15 +27%
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