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Federated Hermes
FHI

Overview Fund Activity

322 hedge funds and large institutions have $2.22B invested in Federated Hermes in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
46
Increased
126
Reduced
108
Closed
28
Calls
$2.36M
Puts
$467K
Net Calls
+$1.89M
Net Calls Change
+$209K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$118M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$72.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$61.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$189M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$29.8M

Top Sellers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.56M
2
Citadel Advisors
Citadel Advisors
Florida
$7.01M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.17M
4
Invesco
Invesco
Georgia
$68.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$819K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
301
Steward Partners Investment Advisory
New York
$3.39K – – –
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$3K -$1.66K -48 -36%
ASN
303
Advisory Services Network
Georgia
$2.78K +$2.78K +82 New
LFA
304
LGT Financial Advisors
Texas
$2.51K – – –
PWMG
305
Private Wealth Management Group
New Jersey
$2.3K +$2.3K +68 New
JWA
306
JFS Wealth Advisors
Pennsylvania
$2.27K -$1.05K -31 -32%
BIA
307
Bell Investment Advisors
California
$1.9K -$68 -2 -3%
GWM
308
Geneos Wealth Management
Colorado
$1.69K – – –
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$1.32K – – –
RBC
310
Roble Belko & Company
Pennsylvania
$1K – – –
FFA
311
Frazier Financial Advisors
Ohio
$915 +$915 +27 New
GEA
312
Glen Eagle Advisors
New Jersey
$914 – – –
FHA
313
First Horizon Advisors
Tennessee
$914 – – –
LC
314
Lindbrook Capital
California
$745 -$2.54K -75 -77%
SIC
315
SJS Investment Consulting
Ohio
$745 -$203 -6 -21%
AT
316
Arlington Trust
Alabama
$711 +$711 +21 New
DPW
317
DiNuzzo Private Wealth
Pennsylvania
$644 +$644 +19 New
AF
318
Allworth Financial
California
$271 -$1.49K -44 -85%
GWS
319
Glassman Wealth Services
Virginia
$203 -$1.25K -37 -86%
TWP
320
TFO Wealth Partners
Ohio
$203 – – –
Toronto Dominion Bank
321
Toronto Dominion Bank
Ontario, Canada
$68 -$3.03K -89 -98%
BAM
322
Burgundy Asset Management
Ontario, Canada
– -$22.3M -657,858 Closed
Point72 Asset Management
323
Point72 Asset Management
Connecticut
– -$14.9M -439,460 Closed
ACL
324
Azora Capital LP
Florida
– -$9.46M -279,403 Closed
JAM
325
Jupiter Asset Management
United Kingdom
– -$8.19M -241,837 Closed
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