FHI icon

Federated Hermes
FHI

Overview Fund Activity

312 hedge funds and large institutions have $2.48B invested in Federated Hermes in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+33
Holders Change %
+11.83%
% of All Funds
5.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
60
Increased
101
Reduced
100
Closed
25
Calls
$1.39M
Puts
$653K
Net Calls
+$741K
Net Calls Change
+$476K

Top Buyers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$164M
2
BlackRock
BlackRock
New York
$448M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.1M
4
Morgan Stanley
Morgan Stanley
New York
$28.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$18.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
$12.2M
2
BAM
Burgundy Asset Management
Ontario, Canada
$35.7M
3
Victory Capital Management
Victory Capital Management
Texas
$59.3M
4
GC
Gillson Capital
Illinois
$0
5
P2P
Phase 2 Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
101
First Trust Advisors
Illinois
$1.6M -$779K -21,459 -33%
CAM
102
Congress Asset Management
Massachusetts
$1.6M +$15.9K +439 +1%
YCM
103
Yousif Capital Management
Michigan
$1.57M -$9.15K -252 -0.6%
TFCM
104
Taylor Frigon Capital Management
Arizona
$1.56M -$49.2K -1,355 -3%
E
105
Ergoteles
New York
$1.55M -$65.1K -1,793 -4%
PAM
106
Palisade Asset Management
Minnesota
$1.49M – – –
Wells Fargo
107
Wells Fargo
California
$1.44M -$174K -4,792 -11%
Comerica Bank
108
Comerica Bank
Texas
$1.44M -$28K -725 -2%
CA
109
CSM Advisors
Pennsylvania
$1.41M +$90.8K +2,500 +7%
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$1.41M – – –
CAMG
111
CWA Asset Management Group
Florida
$1.4M – – –
LTAS
112
Linden Thomas Advisory Services
North Carolina
$1.39M +$1.39M +38,217 New
COPPSERS
113
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.38M +$162K +4,457 +13%
DIA
114
Dean Investment Associates
Ohio
$1.37M +$412K +11,355 +43%
HSA
115
Hussman Strategic Advisors
Maryland
$1.32M – – –
SVWAG
116
Sound View Wealth Advisors Group
Georgia
$1.32M +$11.9K +351 +0.9%
SEI Investments
117
SEI Investments
Pennsylvania
$1.32M -$295K -8,134 -18%
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$1.28M -$4.22M -116,130 -77%
Citigroup
119
Citigroup
New York
$1.26M +$374K +10,297 +42%
EGM
120
Engineers Gate Manager
New York
$1.25M +$936K +25,768 +300%
OSAM
121
O'Shaughnessy Asset Management
Connecticut
$1.22M +$726K +19,990 +146%
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$1.21M +$339K +9,348 +39%
VOYA Investment Management
123
VOYA Investment Management
Georgia
$1.21M -$9.01K -248 -0.7%
Creative Planning
124
Creative Planning
Kansas
$1.2M -$38.1K -1,049 -3%
TYCC
125
Texas Yale Capital Corp
Florida
$1.19M – – –
3 4
5
6 7