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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
Morgan Stanley
New York
$118M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$72.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$61.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$189M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$29.8M

Top Sellers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.56M
2
Citadel Advisors
Citadel Advisors
Florida
$7.01M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.17M
4
Invesco
Invesco
Georgia
$68.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$819K
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
126
Yousif Capital Management
Michigan
$1.33M -$25.2K -745 -2%
QCM
127
Qsemble Capital Management
New York
$1.33M -$998K -29,484 -43%
State Board of Administration of Florida Retirement System
128
State Board of Administration of Florida Retirement System
Florida
$1.33M – – –
TFCM
129
Taylor Frigon Capital Management
Arizona
$1.33M -$5.01K -148 -0.4%
SVWAG
130
Sound View Wealth Advisors Group
Georgia
$1.32M -$135 -4 -0%
Wells Fargo
131
Wells Fargo
California
$1.32M -$92.3K -2,726 -7%
HKAM
132
Horizon Kinetics Asset Management
New York
$1.27M -$142K -4,185 -10%
CAMG
133
CWA Asset Management Group
Florida
$1.27M -$7.92K -234 -0.6%
QC
134
Quadrature Capital
United Kingdom
$1.25M +$1.25M +36,785 New
Comerica Bank
135
Comerica Bank
Texas
$1.24M -$6.03K -178 -0.5%
LCM
136
Legato Capital Management
California
$1.23M +$51.9K +1,534 +4%
DCM
137
Dean Capital Management
Kansas
$1.23M +$51.9K +1,534 +4%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$1.19M -$326K -9,638 -22%
RL
139
Ruffer LLP
United Kingdom
$1.18M – – –
RJA
140
Raymond James & Associates
Florida
$1.18M +$383K +11,306 +48%
TYCC
141
Texas Yale Capital Corp
Florida
$1.11M – – –
Holocene Advisors
142
Holocene Advisors
New York
$1.09M +$1.09M +32,079 New
KCM
143
Kendall Capital Management
Maryland
$1.08M +$403K +11,895 +59%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$1.05M +$31.4K +926 +3%
Connor, Clark & Lunn Investment Management (CC&L)
145
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.04M +$503K +14,857 +94%
SCA
146
STALEY CAPITAL ADVISERS
Pennsylvania
$1.02M – – –
Canada Pension Plan Investment Board
147
Canada Pension Plan Investment Board
Ontario, Canada
$1.02M – – –
Victory Capital Management
148
Victory Capital Management
Texas
$1.01M -$21.5K -634 -2%
T. Rowe Price Associates
149
T. Rowe Price Associates
Maryland
$993K – – –
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$981K – – –
4 5
6
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