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Federated Hermes
FHI

Overview Fund Activity

274 hedge funds and large institutions have $2.31B invested in Federated Hermes in 2016 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 89 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-10
Holders Change %
-3.52%
% of All Funds
7.31%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
38
Increased
114
Reduced
89
Closed
45
Calls
$4.05M
Puts
$2.1M
Net Calls
+$1.95M
Net Calls Change
-$1.79M

Top Buyers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
+$57.1M
2
HCM
Herndon Capital Management
Georgia
+$42.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$18M
4
BFA
BlackRock Fund Advisors
California
+$13.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$11.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$45.2M
2
SC
Samlyn Capital
New York
-$28.8M
3
Marshall Wace
Marshall Wace
United Kingdom
-$14.3M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$12.1M
5
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
51
Capital Wealth Planning
Florida
$5.5M +$216K +7,500 +4%
AIG
52
American International Group
New York
$5.3M +$19.5K +675 +0.4%
BCM
53
Buckhead Capital Management
Georgia
$5.07M +$6.06K +210 +0.1%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$5.05M -$31.4K -1,090 -0.6%
NFA
55
Nationwide Fund Advisors
Ohio
$4.67M +$170K +5,899 +4%
Wells Fargo
56
Wells Fargo
California
$4.53M -$553K -19,165 -11%
DC
57
Davenport & Co
Virginia
$4.41M +$1.04M +36,001 +31%
EA
58
Emerald Advisers
Pennsylvania
$4.34M – – –
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$4.29M – – –
Swiss National Bank
60
Swiss National Bank
Switzerland
$4.25M +$843K +30,300 +25%
First Trust Advisors
61
First Trust Advisors
Illinois
$4.02M +$3.49M +120,962 +660%
Boston Partners
62
Boston Partners
Massachusetts
$4M -$591K -20,500 -13%
LRPA
63
L. Roy Papp & Associates
Arizona
$3.92M +$3.92M +135,941 New
TA
64
Teachers Advisors
New York
$3.91M +$1.8M +62,258 +85%
AP
65
Appleton Partners
Massachusetts
$3.85M -$542K -18,780 -12%
GF
66
Gabelli Funds
New York
$3.81M – – –
BG
67
BlackRock Group
United Kingdom
$3.77M +$865K +29,965 +30%
PPA
68
Parametric Portfolio Associates
Washington
$3.69M -$104K -3,600 -3%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.62M +$46.8K +1,615 +1%
Retirement Systems of Alabama
70
Retirement Systems of Alabama
Alabama
$3.52M +$3.75K +130 +0.1%
NSAM
71
North Star Asset Management
Wisconsin
$3.29M +$110K +3,825 +3%
Morgan Stanley
72
Morgan Stanley
New York
$3.25M -$3.87M -134,130 -54%
UBS Group
73
UBS Group
Switzerland
$3.2M +$61.7K +2,139 +2%
CC
74
Cipher Capital
New York
$3.2M +$129K +4,461 +4%
PR
75
Payden & Rygel
California
$3.07M – – –
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