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Federated Hermes
FHI

Overview Fund Activity

261 hedge funds and large institutions have $2.91B invested in Federated Hermes in 2021 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 82 increasing their positions, 102 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+12
Holders Change %
+4.82%
% of All Funds
4.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
82
Reduced
102
Closed
22
Calls
$2.5M
Puts
$3.48M
Net Calls
-$989K
Net Calls Change
+$451K

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$19.7M
2
ACL
Azora Capital LP
Florida
$17M
3
CIM
Chiron Investment Management
New York
$15.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$35.3M
5
Victory Capital Management
Victory Capital Management
Texas
$61.3M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
2
Millennium Management
Millennium Management
New York
$14.2M
3
SC
Samlyn Capital
New York
$0
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$299K
5
RL
Ruffer LLP
United Kingdom
$111M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
201
Osaic Holdings
Arizona
$269K +$5.17K +138 +2%
CSS
202
Cubist Systematic Strategies
Connecticut
$267K +$267K +7,097 New
FRM
203
Fox Run Management
Connecticut
$240K +$240K +6,374 New
US Bancorp
204
US Bancorp
Minnesota
$230K -$1.69K -45 -0.7%
Mackenzie Financial
205
Mackenzie Financial
Ontario, Canada
$227K -$11.8K -314 -5%
FCA
206
FinTrust Capital Advisors
South Carolina
$225K – – –
FFA
207
Fragasso Financial Advisors
Pennsylvania
$215K +$215K +5,734 New
PFO
208
Pathstone Family Office
New Jersey
$211K +$211K +5,612 New
AA
209
Aufman Associates
Pennsylvania
$210K -$76.9K -2,043 -27%
Jane Street
210
Jane Street
New York
$207K -$165K -4,378 -44%
DG
211
DMC Group
Alabama
$203K +$203K +6,368 New
CWS
212
Confluence Wealth Services
Pennsylvania
$162K +$162K +4,325 New
DA
213
Denali Advisors
California
$143K -$237K -6,300 -62%
Macquarie Group
214
Macquarie Group
Australia
$134K – – –
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$128K +$7K +186 +6%
CSB
216
City State Bank
Iowa
$118K +$118K +3,138 New
JWM
217
Janiczek Wealth Management
Colorado
$108K +$37.9K +1,007 +54%
C
218
Covestor
United Kingdom
$105K +$105K +2,800 New
DFCM
219
Dark Forest Capital Management
Puerto Rico
$74K +$74K +1,968 New
UB
220
UMB Bank
Missouri
$52K +$52K +1,379 New
VanEck Associates
221
VanEck Associates
New York
$37K -$85.8K -2,301 -70%
SWM
222
Spire Wealth Management
Virginia
$36K – – –
SAM
223
S.A. Mason
Michigan
$30K +$151 +4 +0.5%
AF
224
Allworth Financial
California
$29K +$15.1K +400 +109%
HI
225
Hudock Inc
Pennsylvania
$28K – – –
7 8
9
10 11