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Federated Hermes
FHI

Overview Fund Activity

310 hedge funds and large institutions have $2.11B invested in Federated Hermes in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
-5
Holders Change %
-1.59%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
35
Increased
124
Reduced
109
Closed
36
Calls
$1.06M
Puts
$783K
Net Calls
+$278K
Net Calls Change
-$646K

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$87.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$12.3M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$11.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$37.6M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$88.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$22M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$13.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$526K
4
ACL
4
Azora Capital LP
Florida
$0
5
SSA
5
Schonfeld Strategic Advisors
New York
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
201
Petrus Trust Company
Texas
$306K +$306K +9,316 New
MPM
202
Meritage Portfolio Management
Kansas
$306K -$230 -7 -0.1%
TRCT
203
Tower Research Capital (TRC)
New York
$304K +$182K +5,529 +149%
SOADOR
204
State of Alaska Department of Revenue
Alaska
$291K – – –
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$284K – – –
Federated Hermes
206
Federated Hermes
Pennsylvania
$278K -$35.3K -1,075 -11%
QCM
207
Qsemble Capital Management
New York
$269K -$1.46M -44,430 -84%
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$269K +$26.2K +796 +11%
RJFSA
209
Raymond James Financial Services Advisors
Florida
$268K -$2.76K -84 -1%
Russell Investments Group
210
Russell Investments Group
United Kingdom
$262K +$36.2K +1,100 +16%
CC
211
Centiva Capital
New York
$258K +$258K +7,850 New
GT
212
Glenmede Trust
Pennsylvania
$247K – – –
JIR
213
James Investment Research
Ohio
$237K -$66 -2 -0%
CIM
214
CIM Investment Management
Pennsylvania
$235K -$55.8K -1,697 -19%
DT
215
Diversified Trust
Tennessee
$232K +$8.85K +269 +4%
APP
216
Avantax Planning Partners
Iowa
$230K – – –
GF
217
Gabelli Funds
New York
$230K – – –
MWC
218
MBM Wealth Consultants
Missouri
$224K +$3.65K +113 +2%
APG
219
Abacus Planning Group
South Carolina
$223K +$223K +6,773 New
State of Wisconsin Investment Board
220
State of Wisconsin Investment Board
Wisconsin
$218K +$3.78K +115 +2%
SAM
221
Securian Asset Management
Minnesota
$210K -$10.5K -318 -5%
JWM
222
Janiczek Wealth Management
Colorado
$210K -$13.3K -405 -6%
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$207K -$201K -6,107 -49%
Los Angeles Capital Management
224
Los Angeles Capital Management
California
$206K +$206K +6,266 New
ACM
225
Aquatic Capital Management
Illinois
$204K -$1.72M -52,400 -89%
7 8
9
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