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Federated Hermes
FHI

Overview Fund Activity

339 hedge funds and large institutions have $2.43B invested in Federated Hermes in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 100 increasing their positions, 124 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+21
Holders Change %
+6.6%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
100
Reduced
124
Closed
44
Calls
$863K
Puts
$1.38M
Net Calls
-$516K
Net Calls Change
-$11.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$160M
2
JAM
Jupiter Asset Management
United Kingdom
$24.6M
3
CSS
Cubist Systematic Strategies
Connecticut
$19.3M
4
Millennium Management
Millennium Management
New York
$60.5M
5
Jane Street
Jane Street
New York
$18.3M

Top Sellers

1
BlackRock
BlackRock
New York
$284M
2
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$113M
3
State Street
State Street
Massachusetts
$58.7M
4
ACL
Azora Capital LP
Florida
$0
5
Geode Capital Management
Geode Capital Management
Massachusetts
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
151
Diversified Trust
Tennessee
$1.1M +$566K +15,788 +106%
SCA
152
STALEY CAPITAL ADVISERS
Pennsylvania
$1.08M +$866K +24,170 +413%
RCA
153
Ranch Capital Advisors
Florida
$1.07M -$4.91K -137 -0.5%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$1.02M -$1.45M -40,332 -59%
T. Rowe Price Associates
155
T. Rowe Price Associates
Maryland
$1.01M -$585K -16,310 -37%
CCT
156
Capital City Trust
Florida
$917K -$42.5K -1,185 -4%
Citigroup
157
Citigroup
New York
$906K -$1.03M -28,690 -53%
LSERS
158
Louisiana State Employees Retirement System
Louisiana
$889K +$86K +2,400 +11%
OPERF
159
Oregon Public Employees Retirement Fund
Oregon
$879K -$13.2K -367 -1%
Creative Planning
160
Creative Planning
Kansas
$878K +$2.37K +66 +0.3%
RJA
161
Raymond James & Associates
Florida
$877K -$7.96K -222 -0.9%
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$854K – – –
ASRS
163
Arizona State Retirement System
Arizona
$854K -$24.1K -672 -3%
JCIA
164
Jackson Creek Investment Advisors
Colorado
$832K +$832K +23,213 New
American Century Companies
165
American Century Companies
Missouri
$808K +$16.1K +449 +2%
KWM
166
Kingsview Wealth Management
Oregon
$788K +$788K +21,988 New
RWM
167
Ritholtz Wealth Management
New York
$785K -$559K -15,602 -42%
AIP
168
Ameritas Investment Partners
Nebraska
$761K -$264K -7,374 -26%
JPMPWA
169
J.P. Morgan Private Wealth Advisors
California
$758K +$381K +10,620 +101%
MWA
170
MFA Wealth Advisors
Pennsylvania
$758K +$86K +2,400 +13%
SOMRS
171
State of Michigan Retirement System
Michigan
$752K -$14.3K -400 -2%
BAMF
172
BI Asset Management Fondsmaeglerselskab
Denmark
$750K +$750K +20,923 New
MWM
173
MorganRosel Wealth Management
Colorado
$736K +$736K +20,543 New
OTPPB
174
Ontario Teachers' Pension Plan Board
Ontario, Canada
$736K +$42.8K +1,195 +6%
XT
175
XTX Topco
Cayman Islands
$718K +$352K +9,825 +96%
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