FHI icon

Federated Hermes
FHI

Overview Fund Activity

249 hedge funds and large institutions have $2.57B invested in Federated Hermes in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 98 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-17
Holders Change %
-6.39%
% of All Funds
4.37%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
18
Increased
85
Reduced
98
Closed
33
Calls
$2.47M
Puts
$3.91M
Net Calls
-$1.44M
Net Calls Change
-$4.54M

Top Buyers

1
Millennium Management
Millennium Management
New York
$32.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$148M
3
SC
Samlyn Capital
New York
$14.6M
4
BCM
Basswood Capital Management
New York
$25.1M
5
Charles Schwab
Charles Schwab
California
$63.5M

Top Sellers

1
ACL
Azora Capital LP
Florida
$0
2
Canada Life
Canada Life
Manitoba, Canada
$94M
3
PPA
Parametric Portfolio Associates
Washington
$5.52M
4
GC
Gillson Capital
Illinois
$2.49M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
201
Ohio Public Employees Retirement System (OPERS)
Ohio
$229K +$12.5K +384 +6%
Simplex Trading
202
Simplex Trading
Illinois
$213K – – –
Mackenzie Financial
203
Mackenzie Financial
Ontario, Canada
$206K +$206K +6,342 New
US Bancorp
204
US Bancorp
Minnesota
$200K -$2.37K -73 -1%
FCA
205
FinTrust Capital Advisors
South Carolina
$195K – – –
TRCT
206
Tower Research Capital (TRC)
New York
$179K -$201K -6,202 -53%
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$173K -$26.9K -828 -13%
SNT
208
Security National Trust
West Virginia
$136K – – –
Macquarie Group
209
Macquarie Group
Australia
$116K – – –
VanEck Associates
210
VanEck Associates
New York
$107K +$33.7K +1,037 +46%
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$104K +$259 +8 +0.2%
NICM
212
Neo Ivy Capital Management
New York
$74K +$74K +3,107 New
JWM
213
Janiczek Wealth Management
Colorado
$61K +$4.23K +129 +7%
FGAM
214
Financial Gravity Asset Management
Texas
$33K +$33K +1 New
SWM
215
Spire Wealth Management
Virginia
$31K – – –
SAM
216
S.A. Mason
Michigan
$26K +$132 +4 +0.5%
HI
217
Hudock Inc
Pennsylvania
$24K +$24K +750 New
ST
218
Sageworth Trust
Pennsylvania
$17K – – –
HPC
219
HM Payson & Co
Maine
$16K -$16K -500 -50%
Rockefeller Capital Management
220
Rockefeller Capital Management
New York
$16K – – –
BWM
221
Baystate Wealth Management
Massachusetts
$16K +$133 +4 +0.8%
BU
222
BBVA USA
Alabama
$14K -$320 -10 -2%
S
223
SignatureFD
Georgia
$14K +$533 +16 +4%
Group One Trading
224
Group One Trading
Illinois
$13K -$8.78K -260 -40%
GRP
225
Global Retirement Partners
California
$13K +$96 +3 +0.7%
7 8
9
10 11