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Federated Hermes
FHI

Overview Fund Activity

294 hedge funds and large institutions have $2.33B invested in Federated Hermes in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 86 increasing their positions, 122 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-16
Holders Change %
-5.16%
% of All Funds
4.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
86
Reduced
122
Closed
49
Calls
$655K
Puts
$1.84M
Net Calls
-$1.18M
Net Calls Change
-$1.46M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$77M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$32.2M
3
UBS Group
3
UBS Group
Switzerland
$14M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$21.6M
5
Goldman Sachs
5
Goldman Sachs
New York
$32M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$67.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$0
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$32.1M
5
AU
5
Algebris (UK)
United Kingdom
$856K
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
151
Vanguard Personalized Indexing Management
California
$681K -$16.1K -438 -2%
Envestnet Asset Management
152
Envestnet Asset Management
Illinois
$676K +$89K +2,421 +15%
Creative Planning
153
Creative Planning
Kansas
$658K -$196K -5,318 -23%
NMIMC
154
Northwestern Mutual Investment Management Company
Wisconsin
$642K -$16.6K -451 -3%
COPPSERS
155
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$638K -$16.2K -440 -2%
NMERB
156
New Mexico Educational Retirement Board
New Mexico
$636K – – –
1IA
157
1620 Investment Advisors
Massachusetts
$633K +$3.9K +106 +0.6%
Verition Fund Management
158
Verition Fund Management
Connecticut
$631K +$631K +17,160 New
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$612K +$12.5K +340 +2%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$603K – – –
RB
161
Rodgers Brothers
Pennsylvania
$598K – – –
AIP
162
Ameritas Investment Partners
Nebraska
$594K -$34K -924 -5%
OPERF
163
Oregon Public Employees Retirement Fund
Oregon
$591K -$20.6K -560 -3%
CIC
164
Cornercap Investment Counsel
Georgia
$589K -$618K -16,811 -51%
Deutsche Bank
165
Deutsche Bank
Germany
$588K – – –
CCT
166
Capital City Trust
Florida
$571K -$56.3K -1,530 -9%
LPL Financial
167
LPL Financial
California
$570K +$91.8K +2,496 +19%
AP
168
Advisors Preferred
Maryland
$553K +$553K +15,243 New
SA
169
Sanctuary Advisors
Indiana
$547K +$547K +12,911 New
VT
170
Vise Technologies
New York
$546K -$174K -4,743 -24%
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$545K +$313K +8,453 +134%
CM
172
Crestline Management
Texas
$502K +$502K +13,649 New
BV
173
Boxwood Ventures
Illinois
$483K -$1.26M -34,142 -72%
SEI Investments
174
SEI Investments
Pennsylvania
$470K – – –
PCM
175
Prelude Capital Management
New York
$448K -$233K -6,340 -34%
5 6
7
8 9