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Federated Hermes
FHI

Overview Fund Activity

253 hedge funds and large institutions have $2.71B invested in Federated Hermes in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-2
Holders Change %
-0.78%
% of All Funds
7.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
24
Increased
81
Reduced
98
Closed
24
Calls
$3.24M
Puts
$1.06M
Net Calls
+$2.17M
Net Calls Change
+$4.7M

Top Buyers

1
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$12.5M
2
CCP
Clarkston Capital Partners
Michigan
$15.6M
3
MAA
Managed Account Advisors
New Jersey
$185M
4
CWP
Capital Wealth Planning
Florida
$5.49M
5
BCM
Buckhead Capital Management
Georgia
$5.06M

Top Sellers

1
SCM
Shapiro Capital Management
Georgia
$0
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$36.6K
3
Goldman Sachs
Goldman Sachs
New York
$14.2M
4
Morgan Stanley
Morgan Stanley
New York
$7.13M
5
GC
Guggenheim Capital
Illinois
$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
201
Loomis, Sayles & Company
Massachusetts
$235K -$64.6K -2,118 -22%
SBH
202
Segall Bryant & Hamill
Illinois
$229K – – –
Natixis Advisors
203
Natixis Advisors
Massachusetts
$228K -$3.39K -111 -1%
HAIM
204
Hunter Associates Investment Management
Pennsylvania
$224K -$27.5K -900 -11%
QIM
205
Quantitative Investment Management
Virginia
$222K -$76K -2,500 -26%
DADC
206
D.A. Davidson & Co
Montana
$222K +$134K +4,395 +153%
PP
207
PDT Partners
New York
$214K -$9.17K -300 -4%
AQR Capital Management
208
AQR Capital Management
Connecticut
$213K -$2.12M -69,300 -91%
GAM
209
Guinness Asset Management
United Kingdom
$212K +$122K +4,000 +137%
SCA
210
SAC Capital Advisors
Connecticut
$204K +$204K +6,674 New
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$203K +$203K +6,641 New
RCAG
212
Rehmann Capital Advisory Group
Michigan
$202K -$15.3K -501 -7%
SNT
213
Security National Trust
West Virginia
$171K – – –
OA
214
OFI Advisors
Pennsylvania
$148K +$8.55K +280 +6%
Fuller & Thaler Asset Management
215
Fuller & Thaler Asset Management
California
$113K +$113K +3,700 New
QT
216
Quantbot Technologies
New York
$110K -$4.43K -146 -4%
Teacher Retirement System of Texas
217
Teacher Retirement System of Texas
Texas
$105K -$2.1K -69 -2%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$94K -$427 -14 -0.5%
HIM
219
Hillsdale Investment Management
Ontario, Canada
$92K – – –
AAM
220
Advisors Asset Management
Colorado
$89K – – –
BRWA
221
B. Riley Wealth Advisors
Florida
$79K +$79K +2,595 New
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$74K +$31.6K +1,028 +74%
MAM
223
Mizuho Asset Management
Japan
$58K – – –
EWM
224
Evercore Wealth Management
New York
$54K – – –
GGPS
225
Gary Goldberg Planning Services
New York
$54K – – –
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9
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