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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 %
UA
176
Unison Advisors
District of Columbia
$661K +$5.35K +158 +0.8%
XT
177
XTX Topco
Cayman Islands
$657K +$657K +19,403 New
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$653K +$221K +6,521 +51%
NMIMC
179
Northwestern Mutual Investment Management Company
Wisconsin
$650K -$13.3K -393 -2%
AIP
180
Ameritas Investment Partners
Nebraska
$645K -$38K -1,121 -6%
COPPSERS
181
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$644K +$39K +1,153 +6%
ETC
182
Exchange Traded Concepts
Oklahoma
$615K – – –
Handelsbanken Fonder
183
Handelsbanken Fonder
Sweden
$608K – – –
Citigroup
184
Citigroup
New York
$603K +$36.4K +1,076 +6%
CCT
185
Capital City Trust
Florida
$599K +$5.72K +169 +1%
1IA
186
1620 Investment Advisors
Massachusetts
$598K -$1.05K -31 -0.2%
PCM
187
Prana Capital Management
Connecticut
$596K -$1.5M -44,210 -72%
NMERB
188
New Mexico Educational Retirement Board
New Mexico
$586K – – –
LCM
189
Landscape Capital Management
New Jersey
$576K +$576K +17,000 New
Mitsubishi UFJ Trust & Banking
190
Mitsubishi UFJ Trust & Banking
Japan
$573K +$84.6K +2,498 +17%
VPIM
191
Vanguard Personalized Indexing Management
California
$571K +$155K +4,570 +37%
AI
192
Atom Investors
Texas
$560K +$560K +16,545 New
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$555K -$67.7K -2,000 -11%
RB
194
Rodgers Brothers
Pennsylvania
$551K – – –
LPL Financial
195
LPL Financial
California
$534K +$85K +2,510 +19%
RWM
196
Ritholtz Wealth Management
New York
$516K -$193K -5,712 -27%
DTL
197
Dynamic Technology Lab
Singapore
$505K -$57.2K -1,689 -10%
LBC
198
Lowe Brockenbrough & Co
Virginia
$499K +$8.63K +255 +2%
SM
199
Sciencast Management
New Jersey
$496K -$737K -21,758 -60%
AIM
200
Aigen Investment Management
New York
$489K +$489K +14,430 New
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8
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