FHI icon

Federated Hermes
FHI

Overview Fund Activity

318 hedge funds and large institutions have $2.92B invested in Federated Hermes in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+6
Holders Change %
+1.92%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
122
Reduced
113
Closed
35
Calls
$11.5M
Puts
$518K
Net Calls
+$11M
Net Calls Change
+$10.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$42.3M
2
Millennium Management
Millennium Management
New York
+$36.3M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$28.7M
4
Invesco
Invesco
Georgia
+$21.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$20.9M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$53.3M
2
BlackRock
BlackRock
New York
-$25.4M
3
Victory Capital Management
Victory Capital Management
Texas
-$24.7M
4
Canada Life
Canada Life
Manitoba, Canada
-$17M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$9.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
KI
176
Kula Investments
Illinois
$602K +$108K +2,680 +22%
DT
177
Diversified Trust
Tennessee
$596K +$596K +14,847 New
RB
178
Rodgers Brothers
Pennsylvania
$589K -$28.1K -700 -5%
SEI Investments
179
SEI Investments
Pennsylvania
$568K -$887K -22,093 -61%
Osaic Holdings
180
Osaic Holdings
Arizona
$565K -$266K -6,623 -32%
IAS
181
IMA Advisory Services
Colorado
$549K -$18.5K -461 -3%
CCM
182
Cinctive Capital Management
New York
$545K +$545K +13,581 New
TRSOTSOK
183
Teachers Retirement System of the State of Kentucky
Kentucky
$544K – – –
Neuberger Berman Group
184
Neuberger Berman Group
New York
$543K +$45K +1,120 +9%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$540K +$126K +3,124 +31%
CAM
186
Cubic Asset Management
Massachusetts
$539K – – –
CIM
187
CIM Investment Management
Pennsylvania
$532K +$18.3K +455 +4%
X
188
Xponance
Pennsylvania
$532K +$602 +15 +0.1%
GC
189
Guggenheim Capital
Illinois
$528K +$528K +13,163 New
Mackenzie Financial
190
Mackenzie Financial
Ontario, Canada
$527K -$181K -4,504 -26%
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$526K -$75.4K -1,880 -13%
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
$520K -$245K -6,110 -32%
Los Angeles Capital Management
193
Los Angeles Capital Management
California
$518K -$52.2K -1,300 -9%
CC
194
Cipher Capital
New York
$516K +$516K +12,860 New
SDIC
195
South Dakota Investment Council
South Dakota
$512K – – –
SOW
196
State of Wyoming
Wyoming
$508K +$119K +2,956 +30%
Federated Hermes
197
Federated Hermes
Pennsylvania
$491K -$33.9K -845 -6%
National Bank of Canada
198
National Bank of Canada
Quebec, Canada
$479K +$1.12K +28 +0.2%
DG
199
DMC Group
Alabama
$477K +$477K +11,875 New
LCM
200
Legato Capital Management
California
$474K -$128K -3,191 -21%
6 7
8
9 10