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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 %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$14.1M +$13.8M +403,210 +4,905%
FRM
27
Foundation Resource Management
Arkansas
$14M +$219K +6,482 +2%
Norges Bank
28
Norges Bank
Norway
$12.5M +$7.29M +215,200 +140%
RA
29
Royce & Associates
New York
$12.4M +$1.01M +29,940 +9%
CSS
30
Cubist Systematic Strategies
Connecticut
$12.1M +$12M +353,643 +8,083%
Principal Financial Group
31
Principal Financial Group
Iowa
$12.1M +$191K +5,636 +2%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$11.7M +$1.14M +33,710 +11%
AU
33
Algebris (UK)
United Kingdom
$10.7M +$2.43M +79,249 +29%
SI
34
Sprott Inc
Ontario, Canada
$10.2M +$508K +15,000 +5%
Renaissance Technologies
35
Renaissance Technologies
New York
$9.87M +$9.27M +273,900 +1,556%
Deutsche Bank
36
Deutsche Bank
Germany
$9.65M +$9.11M +268,965 +1,674%
Voloridge Investment Management
37
Voloridge Investment Management
Florida
$9.59M +$6.04M +178,495 +170%
LNB
38
Ledyard National Bank
$9.3M -$307K -9,077 -3%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$9.17M -$32.4M -955,854 -78%
CIM
40
Cambria Investment Management
California
$9.12M +$1.12M +33,182 +14%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$9M +$7.58M +223,869 +532%
IP
42
Interval Partners
New York
$8.65M +$718K +21,195 +9%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$8.59M -$4.66M -137,684 -35%
PP
44
Prospector Partners
Connecticut
$8.03M +$54K +1,595 +0.7%
AG
45
Algert Global
California
$7.81M +$774K +22,868 +11%
BA
46
Bridgewater Associates
Connecticut
$7.52M +$1.86M +55,035 +33%
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$7.32M +$7.32M +216,242 New
SSA
48
Schonfeld Strategic Advisors
New York
$7.26M -$8.93M -263,794 -55%
CCB
49
Country Club Bank
Missouri
$7.24M -$147K -4,327 -2%
Citadel Advisors
50
Citadel Advisors
Florida
$7.01M -$55.4M -1,637,209 -89%
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