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Federated Hermes
FHI

Overview Fund Activity

274 hedge funds and large institutions have $2.31B invested in Federated Hermes in 2016 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 89 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-10
Holders Change %
-3.52%
% of All Funds
7.31%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
38
Increased
114
Reduced
89
Closed
45
Calls
$4.05M
Puts
$2.1M
Net Calls
+$1.95M
Net Calls Change
-$1.79M

Top Buyers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
+$57.1M
2
HCM
Herndon Capital Management
Georgia
+$42.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$18M
4
BFA
BlackRock Fund Advisors
California
+$13.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$11.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$45.2M
2
SC
Samlyn Capital
New York
-$28.8M
3
Marshall Wace
Marshall Wace
United Kingdom
-$14.3M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$12.1M
5
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPC
301
Loeb Partners Corp
New York
– -$286K -10,000 Closed
VKH
302
Virtu KCG Holdings
New York
– -$261K -9,098 Closed
JIM
303
Jupiter Investment Management
United Kingdom
– -$235K -8,207 Closed
LCOV
304
London Company of Virginia
Virginia
– -$230K -8,017 Closed
CSS
305
Cubist Systematic Strategies
Connecticut
– -$221K -7,704 Closed
SFP
306
Santa Fe Partners
New Mexico
– -$208K -7,255 Closed
CIA
307
Choate Investment Advisors
Massachusetts
– -$224K -6,790 Closed
Loomis, Sayles & Company
308
Loomis, Sayles & Company
Massachusetts
– -$175K -6,101 Closed
TG
309
TLP Group
Illinois
– -$63K -2,189 Closed
IPC
310
Independent Portfolio Consultants
Florida
– -$37K -1,291 Closed
BAM
311
Bruderman Asset Management
New York
– -$21K -750 Closed
TWA
312
TCI Wealth Advisors
Arizona
– -$19K -660 Closed
FMII
313
Farmers & Merchants Investments Inc
Nebraska
– -$14K -484 Closed
PHK
314
Point72 Hong Kong
Hong Kong
– -$9K -300 Closed
EWM
315
Evercore Wealth Management
New York
– -$7K -250 Closed
SIG
316
Stanford Investment Group
California
– -$7K -231 Closed
CB
317
Community Bank
New York
– -$6K -200 Closed
AWMS
318
Advocacy Wealth Management Services
Georgia
– -$5K -164 Closed
ACS
319
Archford Capital Strategies
Illinois
– -$1K -17 Closed
CF
320
CenterStar Fund
Illinois
– -$6K – –
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