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Federated Hermes
FHI

Overview Fund Activity

315 hedge funds and large institutions have $2.31B invested in Federated Hermes in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
-7
Holders Change %
-2.17%
% of All Funds
4.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
112
Reduced
122
Closed
38
Calls
$1.68M
Puts
$759K
Net Calls
+$924K
Net Calls Change
-$965K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$40.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.6M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$29.5M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$51.3M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$89.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$54M
2
Canada Life
2
Canada Life
Manitoba, Canada
$3.09M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$38.6M
4
Millennium Management
4
Millennium Management
New York
$34.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
201
XTX Topco
Cayman Islands
$457K -$244K -6,762 -35%
AI
202
Atom Investors
Texas
$454K -$144K -3,974 -24%
IWA
203
IBEX Wealth Advisors
New Jersey
$450K +$450K +12,389 New
OSAM
204
O'Shaughnessy Asset Management
Connecticut
$448K -$473K -13,106 -51%
FNT
205
First National Trust
Pennsylvania
$386K – – –
WAP
206
Wealthcare Advisory Partners
Pennsylvania
$377K – – –
US Bancorp
207
US Bancorp
Minnesota
$374K -$6K -166 -2%
OAC
208
OMERS Administration Corp
Ontario, Canada
$368K +$368K +10,200 New
NYLIM
209
New York Life Investment Management
New York
$361K +$48K +1,329 +15%
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$355K -$108K -3,280 -23%
Cetera Investment Advisers
211
Cetera Investment Advisers
Illinois
$352K +$352K +9,741 New
Pictet Asset Management
212
Pictet Asset Management
Switzerland
$344K – – –
Federated Hermes
213
Federated Hermes
Pennsylvania
$344K -$47.8K -1,324 -12%
MPM
214
Meritage Portfolio Management
Kansas
$337K +$337K +9,317 New
SOADOR
215
State of Alaska Department of Revenue
Alaska
$320K -$24.2K -670 -7%
CIM
216
CIM Investment Management
Pennsylvania
$319K – – –
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$312K -$75K -2,078 -19%
RJFSA
218
Raymond James Financial Services Advisors
Florida
$298K -$9.93K -275 -3%
VIA
219
Virtus Investment Advisers
Connecticut
$273K – – –
FP
220
Foundry Partners
Minnesota
$272K +$272K +7,520 New
GT
221
Glenmede Trust
Pennsylvania
$271K +$27.1K +750 +11%
Osaic Holdings
222
Osaic Holdings
Arizona
$268K -$140K -3,884 -34%
Pathstone Holdings
223
Pathstone Holdings
New Jersey
$267K -$46.3K -1,283 -15%
Royal Bank of Canada
224
Royal Bank of Canada
Ontario, Canada
$265K -$542K -14,966 -67%
SG Americas Securities
225
SG Americas Securities
New York
$263K +$126K +3,497 +92%
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9
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