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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)
1
Fiera Capital (Canada)
Quebec, Canada
$12.5M
2
CCP
2
Clarkston Capital Partners
Michigan
$15.6M
3
MAA
3
Managed Account Advisors
New Jersey
$185M
4
CWP
4
Capital Wealth Planning
Florida
$5.49M
5
BCM
5
Buckhead Capital Management
Georgia
$5.06M

Top Sellers

1
SCM
1
Shapiro Capital Management
Georgia
$0
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$36.6K
3
Goldman Sachs
3
Goldman Sachs
New York
$14.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$7.13M
5
GC
5
Guggenheim Capital
Illinois
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
151
D.E. Shaw & Co
New York
$708K -$4.86M -159,069 -87%
IRF
152
IBM Retirement Fund
New York
$706K -$412K -13,326 -37%
MWR
153
McAdams Wright Ragen
Washington
$680K -$156K -5,094 -19%
TRSOTSOK
154
Teachers Retirement System of the State of Kentucky
Kentucky
$657K – – –
SB
155
Suntrust Banks
Georgia
$610K +$31K +1,018 +5%
JIM
156
Jensen Investment Management
Oregon
$593K +$32.4K +1,060 +6%
HA
157
Hamel Associates
New Jersey
$580K – – –
MIU
158
Man Investments (UK)
United Kingdom
$569K +$569K +18,622 New
Marshall Wace
159
Marshall Wace
United Kingdom
$556K +$556K +18,196 New
RFC
160
Russell Frank Company
Washington
$544K -$87.7K -3,060 -14%
YMRC
161
Yorktown Management & Research Company
Virginia
$519K – – –
SG Americas Securities
162
SG Americas Securities
New York
$512K -$856 -28 -0.2%
URS
163
Utah Retirement Systems
Utah
$506K +$3.06K +100 +0.6%
PGIM
164
Pacific Global Investment Management
California
$485K -$138K -4,514 -22%
HW
165
Hancock Whitney
Mississippi
$480K +$46.7K +1,531 +11%
Citigroup
166
Citigroup
New York
$480K +$389K +12,749 +427%
PA
167
Profund Advisors
Maryland
$477K -$16.6K -543 -3%
GAM
168
Gotham Asset Management
New York
$471K +$471K +15,428 New
AIP
169
Ameritas Investment Partners
Nebraska
$440K -$16.3K -534 -4%
SAM
170
Securian Asset Management
Minnesota
$416K – – –
AG
171
Aperio Group
California
$414K +$414K +13,544 New
AP
172
Appleton Partners
Massachusetts
$405K +$145K +4,745 +56%
G
173
GlobalBridge
Minnesota
$401K -$1.62K -53 -0.4%
IIC
174
Ironwood Investment Counsel
Arizona
$386K – – –
FWIA
175
Fort Washington Investment Advisors
Ohio
$382K – – –
5 6
7
8 9