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Federated Hermes
FHI

Overview Fund Activity

258 hedge funds and large institutions have $2.32B invested in Federated Hermes in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
258
Holders Change
-3
Holders Change %
-1.15%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
70
Reduced
121
Closed
29
Calls
$1.07M
Puts
$763K
Net Calls
+$302K
Net Calls Change
-$3.8M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$52.9M
2
Millennium Management
2
Millennium Management
New York
$31.3M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$30.7M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$41.3M
5
IPW
5
Inlet Private Wealth
Florida
$5.32M

Top Sellers

1
RL
1
Ruffer LLP
United Kingdom
$28.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$95.4M
3
BlackRock
3
BlackRock
New York
$393M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$5.8M
5
PAM
5
Panagora Asset Management
Massachusetts
$1.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
201
Macquarie Group
Australia
$113K – – –
DA
202
Denali Advisors
California
$108K +$108K +3,400 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$106K +$191 +6 +0.2%
CSB
204
City State Bank
Iowa
$89K -$5.01K -158 -5%
JWM
205
Janiczek Wealth Management
Colorado
$76K +$5.97K +176 +9%
EWA
206
EverSource Wealth Advisors
Alabama
$66K +$66K +2,081 New
VanEck Associates
207
VanEck Associates
New York
$52K +$12.7K +401 +32%
UB
208
UMB Bank
Missouri
$50K -$287 -9 -0.6%
TPCW
209
TD Private Client Wealth
New York
$41.8K -$7.25K -228 -15%
SWM
210
Spire Wealth Management
Virginia
$30K – – –
Mitsubishi UFJ Trust & Banking
211
Mitsubishi UFJ Trust & Banking
Japan
$29K -$340K -10,640 -92%
WA
212
Win Advisors
Florida
$29K +$9.76K +303 +51%
Nomura Asset Management
213
Nomura Asset Management
Japan
$27.3K – – –
SAM
214
S.A. Mason
Michigan
$25K +$125 +4 +0.5%
HI
215
Hudock Inc
Pennsylvania
$23K – – –
BTI
216
Blue Trust Inc
Georgia
$23K +$23K +663 New
SOW
217
State of Wyoming
Wyoming
$21K -$29.7K -919 -59%
IA
218
IFP Advisors
Florida
$17K – – –
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$16K -$316 -10 -2%
BWM
220
Baystate Wealth Management
Massachusetts
$16K +$129 +4 +0.8%
S
221
SignatureFD
Georgia
$15K -$1.66K -52 -10%
PA
222
Parallel Advisors
California
$15K +$1.58K +50 +12%
RTC
223
Riverview Trust Company
Washington
$15K +$15K +487 New
WOSD
224
WFA of San Diego
California
$14K +$14K +435 New
GRP
225
Global Retirement Partners
California
$13K -$1.17K -37 -8%
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9
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