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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 %
PAM
76
Panagora Asset Management
Massachusetts
$3.29M -$67.3K -1,987 -2%
AllianceBernstein
77
AllianceBernstein
Tennessee
$3.23M -$9.45M -278,981 -75%
CA
78
Continental Advisors
Utah
$3.2M +$271K +8,000 +9%
CCMG
79
Clark Capital Management Group
Pennsylvania
$3.16M +$1.51M +44,517 +91%
GI
80
GAMCO Investors
Connecticut
$3.09M +$10.2K +300 +0.3%
CCIA
81
Campbell & Co Investment Adviser
Maryland
$2.9M +$2.23M +65,742 +329%
ACM
82
Aquatic Capital Management
Illinois
$2.88M +$1.74M +51,300 +152%
MCM
83
Maltese Capital Management
New York
$2.86M -$647K -19,100 -18%
AA
84
ALPS Advisors
Colorado
$2.81M +$396K +11,686 +16%
ECM
85
ExodusPoint Capital Management
New York
$2.73M -$2.3M -67,789 -46%
DFCM
86
Dark Forest Capital Management
Puerto Rico
$2.73M +$2.73M +80,540 New
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$2.72M +$363K +10,727 +15%
Marshall Wace
88
Marshall Wace
United Kingdom
$2.61M +$789K +23,300 +43%
SDWMA
89
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.56M -$105M -3,097,003 -98%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$2.53M -$16K -472 -0.6%
TPSF
91
Texas Permanent School Fund
Texas
$2.52M -$16.1K -476 -0.6%
DA
92
Duality Advisers
Florida
$2.48M +$2.48M +73,153 New
Squarepoint
93
Squarepoint
New York
$2.37M +$775K +22,899 +49%
GCP
94
GSA Capital Partners
United Kingdom
$2.36M +$1.31M +38,630 +124%
STB
95
S&T Bank
Pennsylvania
$2.34M -$58.9K -1,739 -2%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.33M -$4.81M -142,180 -67%
AP
97
Advisors Preferred
Maryland
$2.31M +$2.31M +68,338 New
WMSA
98
Weiss Multi-Strategy Advisers
New York
$2.25M -$8.36M -247,016 -79%
Walleye Capital
99
Walleye Capital
New York
$2.17M +$1.28M +37,937 +145%
MWM
100
Moran Wealth Management
Florida
$2.15M +$94.4K +2,788 +5%
2 3
4
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