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Federated Hermes
FHI

Overview Fund Activity

253 hedge funds and large institutions have $2.71B invested in Federated Hermes in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
7.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
24
Increased
81
Reduced
98
Closed
24
Calls
$3.24M
Puts
$1.06M
Net Calls
+$2.17M
Net Calls Change
+$4.7M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$12.5M
2
CCP
Clarkston Capital Partners
Michigan
$15.6M
3
MAA
Managed Account Advisors
New Jersey
$185M
4
CWP
Capital Wealth Planning
Florida
$5.49M
5
BCM
Buckhead Capital Management
Georgia
$5.06M

Top Sellers

1
SCM
Shapiro Capital Management
Georgia
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$36.6K
3
Goldman Sachs
Goldman Sachs
New York
$14.2M
4
Morgan Stanley
Morgan Stanley
New York
$7.13M
5
GC
Guggenheim Capital
Illinois
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
26
Ranger International Management
Illinois
$15M – – –
LRPA
27
L. Roy Papp & Associates
Arizona
$14.3M +$321K +10,499 +2%
BA
28
BlackRock Advisors
Delaware
$14.3M +$1.41M +46,286 +11%
Goldman Sachs
29
Goldman Sachs
New York
$14.2M -$7.81M -255,682 -35%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$14.1M -$71.3K -2,335 -0.5%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$14M +$532K +17,422 +4%
AllianceBernstein
32
AllianceBernstein
Tennessee
$13M +$1.82M +59,607 +16%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$12.7M +$2.02M +66,225 +19%
Fiera Capital (Canada)
34
Fiera Capital (Canada)
Quebec, Canada
$12.5M +$12.5M +409,866 New
STB
35
S&T Bank
Pennsylvania
$12.5M +$14.6K +478 +0.1%
AAMU
36
Amundi Asset Management US
Massachusetts
$9.9M – – –
BIM
37
BlackRock Investment Management
Delaware
$9.86M +$82.4K +2,697 +0.8%
Millennium Management
38
Millennium Management
New York
$9.47M +$4.32M +141,559 +84%
O
39
OppenheimerFunds
New York
$9.3M +$242K +7,910 +3%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$8.84M +$2.62M +85,696 +42%
First Trust Advisors
41
First Trust Advisors
Illinois
$8.73M +$806K +26,391 +10%
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$8.62M -$4.49M -147,100 -34%
Charles Schwab
43
Charles Schwab
California
$8.59M -$101K -3,309 -1%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$8.42M -$304K -9,949 -3%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$7.73M +$62.3K +2,040 +0.8%
Morgan Stanley
46
Morgan Stanley
New York
$7.13M -$6.76M -221,292 -49%
AP
47
Archon Partners
New Jersey
$7.07M +$168K +5,500 +2%
Ameriprise
48
Ameriprise
Minnesota
$6.89M +$181K +5,930 +3%
Principal Financial Group
49
Principal Financial Group
Iowa
$6.83M +$363K +11,878 +6%
PPA
50
Parametric Portfolio Associates
Washington
$6.43M -$30.5K -999 -0.5%
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