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Federated Hermes
FHI

Overview Fund Activity

312 hedge funds and large institutions have $2.48B invested in Federated Hermes in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+33
Holders Change %
+11.83%
% of All Funds
5.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
60
Increased
101
Reduced
100
Closed
25
Calls
$1.39M
Puts
$653K
Net Calls
+$741K
Net Calls Change
+$476K

Top Buyers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
+$46.1M
2
BlackRock
BlackRock
New York
+$20.9M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$15.1M
4
Morgan Stanley
Morgan Stanley
New York
+$15.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$13.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$52.8M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$48.7M
3
Victory Capital Management
Victory Capital Management
Texas
-$12.2M
4
GC
Gillson Capital
Illinois
-$12M
5
P2P
Phase 2 Partners
California
-$9.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
301
Financial Gravity Asset Management
Texas
$1.36K +$113 +3 +9%
SIC
302
SJS Investment Consulting
Ohio
$1.2K +$109 +3 +10%
DI
303
Disciplined Investments
Oklahoma
$1.09K – – –
BIA
304
Bell Investment Advisors
California
$1.05K -$36 -1 -3%
RBC
305
Roble Belko & Company
Pennsylvania
$1K – – –
MFT
306
Moisand Fitzgerald Tamayo
Florida
$980 +$980 +27 New
AF
307
Advisornet Financial
Minnesota
$944 +$944 +26 New
SWA
308
Sutton Wealth Advisors
Florida
$617 – – –
BAAM
309
Baker Avenue Asset Management
California
$254 +$254 +7 New
AF
310
Allworth Financial
California
$145 – – –
TWP
311
TFO Wealth Partners
Ohio
$139 +$139 +3 New
GC
312
Gillson Capital
Illinois
– -$12M -361,529 Closed
P2P
313
Phase 2 Partners
California
– -$9.01M -271,913 Closed
BCPEMI
314
Bain Capital Public Equity Management II
Massachusetts
– -$8.96M -270,441 Closed
SSA
315
Schonfeld Strategic Advisors
New York
– -$5.48M -165,322 Closed
HKAM
316
Horizon Kinetics Asset Management
New York
– -$3.51M -106,064 Closed
CCM
317
Cinctive Capital Management
New York
– -$3.39M -102,436 Closed
TI
318
Tidal Investments
Wisconsin
– -$1.15M -34,790 Closed
ACM
319
AlphaCrest Capital Management
New York
– -$925K -27,914 Closed
GCP
320
GSA Capital Partners
United Kingdom
– -$818K -24,708 Closed
Lido Advisors
321
Lido Advisors
California
– -$516K -15,610 Closed
Walleye Capital
322
Walleye Capital
New York
– -$516K -15,573 Closed
Marshall Wace
323
Marshall Wace
United Kingdom
– -$441K -13,300 Closed
Tudor Investment Corp
324
Tudor Investment Corp
Connecticut
– -$397K -11,983 Closed
USAA
325
United Services Automobile Association
Texas
– -$343K -10,360 Closed
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