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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 %
Verition Fund Management
176
Verition Fund Management
Connecticut
$711K +$711K +19,834 New
UA
177
Unison Advisors
District of Columbia
$689K +$4.34K +121 +0.6%
NMIMC
178
Northwestern Mutual Investment Management Company
Wisconsin
$677K +$5.09K +142 +0.8%
KCM
179
Kendall Capital Management
Maryland
$674K +$24.9K +695 +4%
MAM
180
Martingale Asset Management
Massachusetts
$671K +$671K +18,705 New
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$660K -$54.9K -1,532 -8%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$659K -$16.1K -450 -2%
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$644K – – –
NRD
184
Nebula Research & Development
New York
$628K +$628K +17,520 New
NMERB
185
New Mexico Educational Retirement Board
New Mexico
$620K +$71.7K +2,000 +13%
FRM
186
Fox Run Management
Connecticut
$612K +$612K +17,068 New
OMC
187
Old Mission Capital
Illinois
$594K +$594K +16,582 New
LCM
188
Legato Capital Management
California
$589K +$166K +4,623 +39%
DCM
189
Dean Capital Management
Kansas
$589K +$166K +4,623 +39%
BNP Paribas Financial Markets
190
BNP Paribas Financial Markets
France
$588K -$2.42M -67,496 -80%
AIA
191
Affinity Investment Advisors
California
$577K +$2.33K +65 +0.4%
RB
192
Rodgers Brothers
Pennsylvania
$574K +$48.4K +1,350 +9%
IFU
193
iSAM Funds (UK)
United Kingdom
$564K +$564K +15,722 New
Tudor Investment Corp
194
Tudor Investment Corp
Connecticut
$562K +$562K +15,674 New
LBC
195
Lowe Brockenbrough & Co
Virginia
$544K -$15.6K -435 -3%
AWM
196
Apollon Wealth Management
South Carolina
$540K +$237K +6,608 +78%
TRSOTSOK
197
Teachers Retirement System of the State of Kentucky
Kentucky
$536K +$50K +1,394 +10%
BB
198
Busey Bank
Illinois
$536K -$51.6K -1,439 -9%
Pacer Advisors
199
Pacer Advisors
Pennsylvania
$534K +$534K +14,900 New
Envestnet Asset Management
200
Envestnet Asset Management
Illinois
$534K +$69.9K +1,950 +15%
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