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Federated Hermes
FHI

Overview Fund Activity

339 hedge funds and large institutions have $2.43B invested in Federated Hermes in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 100 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+21
Holders Change %
+6.6%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
100
Reduced
124
Closed
44
Calls
$863K
Puts
$1.38M
Net Calls
-$516K
Net Calls Change
-$11.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$160M
2
JAM
2
Jupiter Asset Management
United Kingdom
$24.6M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$19.3M
4
Millennium Management
4
Millennium Management
New York
$60.5M
5
Jane Street
5
Jane Street
New York
$18.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$284M
2
SDWMA
2
Schneider Downs Wealth Management Advisors
Pennsylvania
$113M
3
State Street
3
State Street
Massachusetts
$58.7M
4
ACL
4
Azora Capital LP
Florida
$0
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$8.68K -$262K -7,310 -97%
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
WWP
303
WR Wealth Planners
Missouri
$7.28K – – –
C
304
Covestor
United Kingdom
$7K +$6.77K +205 +2,929%
FFA
305
Farther Finance Advisors
California
$5.99K – – –
HI
306
Harbour Investments
Wisconsin
$5.81K – – –
PFBT
307
Parkside Financial Bank & Trust
Missouri
$5.77K – – –
OIA
308
Optimum Investment Advisors
Illinois
$5.47K – – –
HCM
309
Hollencrest Capital Management
California
$5.02K – – –
MHR
310
Matthew Hamilton Rosenberg
$4.98K – – –
QCG
311
Quadrant Capital Group
Ohio
$4.77K -$7.35K -205 -61%
LC
312
Lindbrook Capital
California
$4.63K – – –
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$4.34K +$502 +14 +13%
JWA
314
JFS Wealth Advisors
Pennsylvania
$3.87K – – –
WTG
315
West Tower Group
Virginia
$3.69K +$3.69K +103 New
SPIA
316
Steward Partners Investment Advisory
New York
$3.59K – – –
HIM
317
Hillsdale Investment Management
Ontario, Canada
$3.23K -$725K -20,210 -100%
Toronto Dominion Bank
318
Toronto Dominion Bank
Ontario, Canada
$3K +$3K +91 New
BIA
319
Bell Investment Advisors
California
$2.65K +$1.15K +32 +76%
Bessemer Group
320
Bessemer Group
New Jersey
$2K +$2K +66 New
GWS
321
Glassman Wealth Services
Virginia
$1.79K – – –
FCAG
322
First Capital Advisors Group
New Jersey
$1.58K +$1.58K +44 New
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$1.54K – – –
FGAM
324
Financial Gravity Asset Management
Texas
$1.28K -$143 -4 -10%
SIC
325
SJS Investment Consulting
Ohio
$1.22K -$144 -4 -11%
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