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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
1
Morgan Stanley
New York
$118M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$72.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$61.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$189M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$29.8M

Top Sellers

1
SDWMA
1
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.56M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.01M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$9.17M
4
Invesco
4
Invesco
Georgia
$68.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$819K
Name Holding Trade Value Shares
Change 		Shares
Change %
OTPPB
151
Ontario Teachers' Pension Plan Board
Ontario, Canada
$980K +$590K +17,418 +151%
CIC
152
Cornercap Investment Counsel
Georgia
$956K +$548K +16,181 +134%
GCM
153
Graham Capital Management
Connecticut
$891K -$2.48M -73,100 -74%
PRC
154
Pearl River Capital
Michigan
$888K +$199K +5,880 +29%
Verition Fund Management
155
Verition Fund Management
Connecticut
$877K +$302K +8,928 +53%
OSAM
156
O'Shaughnessy Asset Management
Connecticut
$864K -$424K -12,525 -33%
HSBC Holdings
157
HSBC Holdings
United Kingdom
$838K -$338K -10,043 -29%
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$824K -$13.5K -400 -2%
LSERS
159
Louisiana State Employees Retirement System
Louisiana
$819K -$27.1K -800 -3%
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
$819K -$27.2M -803,079 -97%
Ensign Peak Advisors
161
Ensign Peak Advisors
Utah
$807K – – –
ASRS
162
Arizona State Retirement System
Arizona
$794K -$25.9K -766 -3%
FC
163
FORA Capital
Florida
$793K +$793K +23,417 New
WCM
164
Wedge Capital Management
North Carolina
$790K +$82.3K +2,432 +12%
American Century Companies
165
American Century Companies
Missouri
$785K +$2.74K +81 +0.4%
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
$771K +$85.4K +2,523 +12%
Creative Planning
167
Creative Planning
Kansas
$765K -$153K -4,515 -17%
Acadian Asset Management
168
Acadian Asset Management
Massachusetts
$762K +$762K +22,593 +161,379%
Royal Bank of Canada
169
Royal Bank of Canada
Ontario, Canada
$755K -$811K -23,938 -52%
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$732K +$386K +11,396 +111%
MWA
171
MFA Wealth Advisors
Pennsylvania
$716K – – –
HSA
172
Hussman Strategic Advisors
Maryland
$711K -$758K -22,400 -52%
SOMRS
173
State of Michigan Retirement System
Michigan
$700K -$13.5K -400 -2%
PTC
174
Petrus Trust Company
Texas
$686K +$686K +20,269 New
Pacer Advisors
175
Pacer Advisors
Pennsylvania
$672K +$330K +9,741 +96%
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