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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 %
RBC
326
Roble Belko & Company
Pennsylvania
$1K – – –
DI
327
Disciplined Investments
Oklahoma
$968 – – –
MFT
328
Moisand Fitzgerald Tamayo
Florida
$968 – – –
FHA
329
First Horizon Advisors
Tennessee
$967 +$967 +27 New
GEA
330
Glen Eagle Advisors
New Jersey
$952 – – –
VCM
331
Versant Capital Management
Arizona
$609 +$609 +17 New
RI
332
Ridgewood Investments
New Jersey
$574 -$88.1K -2,455 -99%
CFGS
333
Concourse Financial Group Securities
Alabama
$501 +$501 +14 New
BAAM
334
Baker Avenue Asset Management
California
$251 – – –
ECM
335
EMC Capital Management
Texas
$238 +$178 +15,836 +299%
TWP
336
TFO Wealth Partners
Ohio
$215 – – –
AF
337
Allworth Financial
California
$144 -$216 -6 -60%
UFF
338
USA Financial Formulas
Michigan
$72 +$72 +2 New
Comerica Bank
339
Comerica Bank
Texas
$72 +$72 +5,974 New
ACL
340
Azora Capital LP
Florida
– -$25.8M -642,590 Closed
Balyasny Asset Management
341
Balyasny Asset Management
Illinois
– -$21M -522,937 Closed
GC
342
Gillson Capital
Illinois
– -$8.83M -219,947 Closed
PE
343
Point72 Europe
United Kingdom
– -$3.01M -75,100 Closed
Jacobs Levy Equity Management
344
Jacobs Levy Equity Management
New Jersey
– -$2.85M -71,021 Closed
CM
345
Crestline Management
Texas
– -$2.81M -70,000 Closed
RCM
346
Radnor Capital Management
Pennsylvania
– -$2.54M -63,285 Closed
PCM
347
Portolan Capital Management
Massachusetts
– -$2.35M -58,607 Closed
LTAS
348
Linden Thomas Advisory Services
North Carolina
– -$1.64M -40,913 Closed
Mirae Asset Global Investments
349
Mirae Asset Global Investments
South Korea
– -$1.55M -38,726 Closed
VOYA Investment Management
350
VOYA Investment Management
Georgia
– -$1.33M -33,171 Closed
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14
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