FHI icon

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 %
MCM
326
Manchester Capital Management
Vermont
$2K – – –
MOS
327
MGO One Seven
Ohio
$2K +$2K +50 New
S
328
SignatureFD
Georgia
$2K +$2K +58 New
IWM
329
IHT Wealth Management
Illinois
$1K – – –
TFO
330
Tarbox Family Office
California
$1K – – –
ACS
331
Archford Capital Strategies
Illinois
$1K +$1K +17 New
CAW
332
Cornerstone Advisors (Washington)
Washington
$1K +$1K +30 New
AF
333
Advisornet Financial
Minnesota
$1K +$1K +34 New
HCM
334
Hamlin Capital Management
New York
– -$65M -1,800,358 Closed
Lord, Abbett & Co
335
Lord, Abbett & Co
New Jersey
– -$14.4M -400,000 Closed
Mackenzie Financial
336
Mackenzie Financial
Ontario, Canada
– -$6.55M -181,406 Closed
MPM
337
Meritage Portfolio Management
Kansas
– -$5.88M -163,039 Closed
Susquehanna International Group
338
Susquehanna International Group
Pennsylvania
– -$3.96M -109,700 Closed
KA
339
Kaizen Advisory
Illinois
– -$1.39M -38,509 Closed
BSAM
340
Blue Sky Asset Management
Colorado
– -$1.09M -30,270 Closed
CIC
341
Cornercap Investment Counsel
Georgia
– -$756K -20,965 Closed
AI
342
ArchPoint Investors
Florida
– -$515K -14,280 Closed
CC
343
Cipher Capital
New York
– -$390K -10,803 Closed
MVM
344
McClain Value Management
Connecticut
– -$276K -7,653 Closed
WAM
345
World Asset Management
Michigan
– -$216K -5,977 Closed
FAAS
346
First Allied Advisory Services
California
– -$213K -5,889 Closed
BTNA
347
Bremer Trust National Association
Minnesota
– -$209K -5,790 Closed
SCM
348
Schnieders Capital Management
California
– -$207K -5,725 Closed
MC
349
Menta Capital
California
– -$203K -5,629 Closed
II
350
Inspire Investing
Idaho
– -$58K -1,603 Closed
11 12 13
14
15