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Federated Hermes
FHI

Overview Fund Activity

274 hedge funds and large institutions have $2.31B invested in Federated Hermes in 2016 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 89 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-10
Holders Change %
-3.52%
% of All Funds
7.31%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
38
Increased
114
Reduced
89
Closed
45
Calls
$4.05M
Puts
$2.1M
Net Calls
+$1.95M
Net Calls Change
-$1.79M

Top Buyers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
+$57.1M
2
HCM
Herndon Capital Management
Georgia
+$42.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$18M
4
BFA
BlackRock Fund Advisors
California
+$13.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$11.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$45.2M
2
SC
Samlyn Capital
New York
-$28.8M
3
Marshall Wace
Marshall Wace
United Kingdom
-$14.3M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$12.1M
5
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWAC
201
Mariner Wealth Advisors (Cincinnati)
Ohio
$228K -$144K -5,000 -39%
CONA
202
Capital One National Association
New York
$227K +$3.43K +119 +2%
LPL Financial
203
LPL Financial
California
$223K -$116K -4,059 -34%
OA
204
Oxbow Advisors
Texas
$222K -$2.51K -87 -1%
BIP
205
Brandes Investment Partners
California
$217K +$217K +7,530 New
BAC
206
Boys Arnold & Co
North Carolina
$216K -$473K -16,425 -69%
BTNA
207
Bremer Trust National Association
Minnesota
$216K +$1.82K +63 +0.9%
CAM
208
Capstone Asset Management
Texas
$214K +$865 +30 +0.4%
SOADOR
209
State of Alaska Department of Revenue
Alaska
$214K +$51.3K +1,780 +32%
CIM
210
Calvert Investment Management
Maryland
$204K +$204K +7,061 New
MIC
211
MU Investments Company
Japan
$197K – – –
SNT
212
Security National Trust
West Virginia
$157K -$4.32K -150 -3%
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$156K -$24.5K -848 -14%
Barclays
214
Barclays
United Kingdom
$138K -$104K -3,708 -43%
US Bancorp
215
US Bancorp
Minnesota
$132K -$117K -4,051 -47%
PAM
216
Paradigm Asset Management
New York
$115K -$226K -7,850 -66%
TRCT
217
Tower Research Capital (TRC)
New York
$108K +$46.1K +1,593 +75%
LIA
218
LS Investment Advisors
Michigan
$95K +$5.75K +199 +6%
VFA
219
Virtus Fund Advisers
Connecticut
$90K -$7.02K -242 -7%
Public Employees Retirement Association of Colorado
220
Public Employees Retirement Association of Colorado
Colorado
$87K -$145 -5 -0.2%
Group One Trading
221
Group One Trading
Illinois
$75K +$75K +2,585 New
WTB
222
Washington Trust Bank
Washington
$72K -$11.5K -400 -14%
AAM
223
Advisors Asset Management
Colorado
$72K – – –
Zurich Cantonal Bank
224
Zurich Cantonal Bank
Switzerland
$63K -$232K -8,076 -79%
AIM
225
Acrospire Investment Management
Illinois
$63K +$63K +2,200 New
7 8
9
10 11