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Federated Hermes
FHI

Overview Fund Activity

312 hedge funds and large institutions have $2.48B invested in Federated Hermes in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+33
Holders Change %
+11.83%
% of All Funds
5.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
60
Increased
101
Reduced
100
Closed
25
Calls
$1.39M
Puts
$653K
Net Calls
+$741K
Net Calls Change
+$476K

Top Buyers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
+$46.1M
2
BlackRock
BlackRock
New York
+$20.9M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$15.1M
4
Morgan Stanley
Morgan Stanley
New York
+$15.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$13.7M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$52.8M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$48.7M
3
Victory Capital Management
Victory Capital Management
Texas
-$12.2M
4
GC
Gillson Capital
Illinois
-$12M
5
P2P
Phase 2 Partners
California
-$9.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
176
Teachers Retirement System of the State of Kentucky
Kentucky
$492K -$152K -4,200 -24%
CAM
177
Cubic Asset Management
Massachusetts
$487K -$137K -3,768 -22%
SB
178
Simmons Bank
Arkansas
$487K -$378K -10,399 -44%
X
179
Xponance
Pennsylvania
$481K +$726 +20 +0.2%
GTCM
180
Gyon Technologies Capital Management
New Jersey
$479K +$163K +4,479 +51%
Federated Hermes
181
Federated Hermes
Pennsylvania
$475K -$35.3K -973 -7%
CIM
182
CIM Investment Management
Pennsylvania
$465K – – –
SDIC
183
South Dakota Investment Council
South Dakota
$463K – – –
WG
184
Winton Group
United Kingdom
$460K +$460K +12,659 New
Neuberger Berman Group
185
Neuberger Berman Group
New York
$451K +$451K +12,415 New
IWA
186
IBEX Wealth Advisors
New Jersey
$450K +$450K +12,389 New
KI
187
Kula Investments
Illinois
$447K +$447K +12,321 New
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$432K -$3.56K -98 -0.8%
SOADOR
189
State of Alaska Department of Revenue
Alaska
$426K – – –
BRWA
190
B. Riley Wealth Advisors
Florida
$411K +$411K +11,316 New
FNT
191
First National Trust
Pennsylvania
$403K – – –
NIC
192
Northwest Investment Counselors
Oregon
$402K -$11.6K -320 -3%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$395K -$71.9K -1,981 -15%
US Bancorp
194
US Bancorp
Minnesota
$386K -$7.3K -201 -2%
Axa
195
Axa
France
$385K – – –
State of Wisconsin Investment Board
196
State of Wisconsin Investment Board
Wisconsin
$383K -$206K -5,677 -35%
GAM
197
Gotham Asset Management
New York
$381K +$381K +10,480 New
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$378K – – –
RWM
199
Ritholtz Wealth Management
New York
$376K +$376K +10,359 New
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$373K +$124K +3,398 +50%
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