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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 %
Legal & General Group
126
Legal & General Group
United Kingdom
$1.21M – – –
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$1.21M +$873K +30,579 +262%
WTNA
128
Wilmington Trust National Association
Delaware
$1.2M – – –
Stifel Financial
129
Stifel Financial
Missouri
$1.19M +$1.19M +38,920 New
RB
130
Rodgers Brothers
Pennsylvania
$1.16M – – –
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$1.15M +$1.15M +37,220 New
Nuveen Asset Management
132
Nuveen Asset Management
Illinois
$1.12M – – –
KFP
133
Keystone Financial Planning
Ohio
$1.09M – – –
WCM
134
Winton Capital Management
United Kingdom
$1.04M -$565K -18,491 -35%
CIP
135
Convergence Investment Partners
Florida
$992K +$43K +1,408 +5%
NIC
136
Northwest Investment Counselors
Oregon
$990K +$10.9K +358 +1%
Citadel Advisors
137
Citadel Advisors
Florida
$951K -$2.84M -93,102 -75%
NB
138
Norinchukin Bank
Japan
$916K +$916K +30,000 New
LMGAM
139
Liberty Mutual Group Asset Management
Massachusetts
$912K +$287K +9,384 +46%
ProShare Advisors
140
ProShare Advisors
Maryland
$834K -$1.75M -57,210 -68%
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$821K +$9.16K +300 +1%
MA
142
Montag & Associates
Georgia
$818K +$818K +26,783 New
MERSOM
143
Municipal Employees' Retirement System of Michigan
Michigan
$794K +$6.11K +200 +0.8%
TBC
144
Tweedy, Browne Co
Connecticut
$791K -$107K -3,500 -12%
LSERS
145
Louisiana State Employees Retirement System
Louisiana
$773K -$12.2K -400 -2%
GIA
146
Gateway Investment Advisers
Ohio
$752K – – –
CCM
147
Cadence Capital Management
Massachusetts
$738K -$76.4K -2,500 -9%
GT
148
Glenmede Trust
Pennsylvania
$730K -$6.92K -227 -0.9%
TD Asset Management
149
TD Asset Management
Ontario, Canada
$730K – – –
BF
150
BOK Financial
Oklahoma
$721K +$73.9K +2,421 +11%
4 5
6
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