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Federated Hermes
FHI

Overview Fund Activity

333 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 124 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+21
Holders Change %
+6.73%
% of All Funds
7.64%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
50
Increased
124
Reduced
105
Closed
24
Calls
$2.41M
Puts
$1.52M
Net Calls
+$889K
Net Calls Change
-$674K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$49.8M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$29.8M
3
BA
Boston Advisors
Massachusetts
+$28M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$21.7M
5
Victory Capital Management
Victory Capital Management
Texas
+$21.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
2
HCM
Hamlin Capital Management
New York
-$65M
3
BlackRock
BlackRock
New York
-$29.9M
4
Invesco
Invesco
Georgia
-$22M
5
RA
Royce & Associates
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
301
Avantax Planning Partners
Iowa
$21K +$21K +633 New
EA
302
Edge Advisors
Georgia
$19K -$2.26M -68,986 -99%
GWM
303
Geneos Wealth Management
Colorado
$19K +$6.57K +200 +53%
FCAG
304
First Capital Advisors Group
New Jersey
$19K +$19K +568 New
LWM
305
Lenox Wealth Management
Ohio
$16K – – –
AIM
306
Advantage Investment Management
Iowa
$15K – – –
PA
307
Parallel Advisors
California
$14K – – –
MCWS
308
McKinley Carter Wealth Services
West Virginia
$14K +$14K +407 New
SWA
309
Sutton Wealth Advisors
Florida
$13.4K – – –
WA
310
WealthTrust-Arizona
Arizona
$10K – – –
BBA
311
Braun-Bostich & Associates
Pennsylvania
$9K – – –
FMA
312
FNY Managed Accounts
New York
$9K +$4.52K +149 +101%
VFA
313
Valeo Financial Advisors
Indiana
$8K +$4.98K +148 +164%
CG
314
Cutler Group
California
$7K -$84.8K -2,700 -92%
GFP
315
Gryphon Financial Partners
Ohio
$7K – – –
PCP
316
Proficio Capital Partners
Massachusetts
$6K – – –
CTC
317
Central Trust Company
Missouri
$4K -$41.9K -1,247 -91%
FGC
318
Financial Gravity Companies
Texas
$4K -$4.21K -164 -51%
PMFA
319
Plante Moran Financial Advisors
Michigan
$4K – – –
QCG
320
Quadrant Capital Group
Ohio
$4K – – –
FGAM
321
Financial Gravity Asset Management
Texas
$4K +$4K +156 New
TSW
322
Thompson Siegel & Walmsley
Virginia
$3K -$7.5K -200 -71%
GAM
323
Gemmer Asset Management
California
$3K – – –
RBC
324
Roble Belko & Company
Pennsylvania
$3K – – –
CIA
325
Covington Investment Advisors
Pennsylvania
$2.99K +$126 +3,770 +4%
11 12
13
14 15