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Federated Hermes
FHI

Overview Fund Activity

322 hedge funds and large institutions have $2.22B invested in Federated Hermes in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 108 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
46
Increased
126
Reduced
108
Closed
28
Calls
$2.36M
Puts
$467K
Net Calls
+$1.89M
Net Calls Change
+$209K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$118M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$72.6M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$61.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$189M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$29.8M

Top Sellers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.56M
2
Citadel Advisors
Citadel Advisors
Florida
$7.01M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.17M
4
Invesco
Invesco
Georgia
$68.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$819K
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$474K +$107K +3,165 +29%
CC
202
Centiva Capital
New York
$456K +$456K +13,458 New
CAM
203
Cubic Asset Management
Massachusetts
$452K +$1.19K +35 +0.3%
SEI Investments
204
SEI Investments
Pennsylvania
$433K +$40.6K +1,200 +10%
Capstone Investment Advisors
205
Capstone Investment Advisors
New York
$430K -$113K -3,341 -21%
DT
206
Diversified Trust
Tennessee
$422K +$212K +6,249 +101%
Neuberger Berman Group
207
Neuberger Berman Group
New York
$405K -$289K -8,537 -42%
VT
208
Vise Technologies
New York
$404K +$117K +3,467 +41%
SDIC
209
South Dakota Investment Council
South Dakota
$403K – – –
BC
210
Bridgefront Capital
Texas
$399K +$399K +11,776 New
VA
211
Vident Advisory
Georgia
$397K +$119K +3,504 +43%
FRM
212
Fox Run Management
Connecticut
$397K -$98K -2,894 -20%
DG
213
DMC Group
Alabama
$384K -$22.7K -669 -6%
Osaic Holdings
214
Osaic Holdings
Arizona
$383K -$100K -2,954 -21%
Federated Hermes
215
Federated Hermes
Pennsylvania
$367K -$47.2K -1,395 -11%
Walleye Trading
216
Walleye Trading
New York
$366K +$366K +10,796 New
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$363K -$2.3K -68 -0.6%
FNT
218
First National Trust
Pennsylvania
$362K – – –
US Bancorp
219
US Bancorp
Minnesota
$356K -$6.06K -179 -2%
WAP
220
Wealthcare Advisory Partners
Pennsylvania
$353K +$34 +1 +0%
FCM
221
FJ Capital Management
Virginia
$349K +$349K +10,310 New
I
222
InceptionR
California
$343K +$343K +10,133 New
AC
223
AXQ Capital
New Jersey
$337K +$337K +9,966 New
GC
224
Guggenheim Capital
Illinois
$335K +$335K +9,894 New
SOADOR
225
State of Alaska Department of Revenue
Alaska
$323K -$34.9K -1,030 -10%
7 8
9
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