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

Top Sellers

1
SDWMA
1
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.56M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.01M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$9.17M
4
Invesco
4
Invesco
Georgia
$68.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$819K
Name Holding Trade Value Shares
Change 		Shares
Change %
PMAM
326
Picton Mahoney Asset Management
Ontario, Canada
– -$7.72M -227,905 Closed
LSV Asset Management
327
LSV Asset Management
Illinois
– -$2.84M -83,700 Closed
CM
328
Crestline Management
Texas
– -$1.86M -55,000 Closed
CCM
329
Cinctive Capital Management
New York
– -$1.71M -50,561 Closed
EP
330
Edgestream Partners
New Jersey
– -$1.32M -38,857 Closed
SEC
331
Seven Eight Capital
New York
– -$1.22M -35,892 Closed
RCA
332
Ranch Capital Advisors
Florida
– -$1.01M -29,898 Closed
Los Angeles Capital Management
333
Los Angeles Capital Management
California
– -$983K -29,022 Closed
CIC
334
Chase Investment Counsel
Virginia
– -$731K -21,590 Closed
IAS
335
IMA Advisory Services
Colorado
– -$473K -13,963 Closed
VI
336
Versor Investments
New York
– -$410K -12,105 Closed
CGH
337
Crossmark Global Holdings
Texas
– -$217K -6,351 Closed
IFU
338
iSAM Funds (UK)
United Kingdom
– -$209K -6,184 Closed
WBC
339
Westpac Banking Corp
Australia
– -$173K -5,100 Closed
GC
340
Gillson Capital
Illinois
– -$146K -4,298 Closed
EWA
341
EverSource Wealth Advisors
Alabama
– -$73.3K -2,164 Closed
First Manhattan
342
First Manhattan
New York
– -$42.3K -1,248 Closed
WWP
343
WR Wealth Planners
Missouri
– -$6.88K -203 Closed
OIA
344
Optimum Investment Advisors
Illinois
– -$5.17K -153 Closed
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
– -$3.62K -107 Closed
PWMG
346
Prestige Wealth Management Group
New Jersey
– -$2.24K -66 Closed
MFT
347
Moisand Fitzgerald Tamayo
Florida
– -$915 -27 Closed
BAAM
348
Baker Avenue Asset Management
California
– -$237 -7 Closed
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