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Federated Hermes
FHI

Overview Fund Activity

274 hedge funds and large institutions have $2.31B invested in Federated Hermes in 2016 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 89 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-10
Holders Change %
-3.52%
% of All Funds
7.31%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
38
Increased
114
Reduced
89
Closed
45
Calls
$4.05M
Puts
$2.1M
Net Calls
+$1.95M
Net Calls Change
-$1.79M

Top Buyers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
+$57.1M
2
HCM
Herndon Capital Management
Georgia
+$42.4M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$18M
4
BFA
BlackRock Fund Advisors
California
+$13.6M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$11.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$45.2M
2
SC
Samlyn Capital
New York
-$28.8M
3
Marshall Wace
Marshall Wace
United Kingdom
-$14.3M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$12.1M
5
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$255M +$6.22M +215,523 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$200M +$10.6M +366,256 +6%
BFA
3
BlackRock Fund Advisors
California
$177M +$13.6M +470,282 +8%
RA
4
Royce & Associates
New York
$143M -$6.74M -233,731 -4%
Invesco
5
Invesco
Georgia
$137M +$1.22M +42,368 +0.9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$109M +$422K +14,631 +0.4%
SDWMA
7
Schneider Downs Wealth Management Advisors
Pennsylvania
$100M +$57.1M +1,978,215 +132%
Canada Life
8
Canada Life
Manitoba, Canada
$92.1M +$2.52M +87,439 +3%
BIT
9
BlackRock Institutional Trust
California
$81.2M -$5.63M -195,040 -6%
State Street
10
State Street
Massachusetts
$77.2M +$305K +10,580 +0.4%
CCP
11
Clarkston Capital Partners
Michigan
$56.5M +$10.9M +377,171 +24%
HCM
12
Hamlin Capital Management
New York
$50.3M +$364K +12,620 +0.7%
BAM
13
Burgundy Asset Management
Ontario, Canada
$47.2M -$2.86M -99,142 -6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$45.5M +$18M +623,179 +65%
HCM
15
Herndon Capital Management
Georgia
$43.8M +$42.4M +1,469,192 +2,976%
Norges Bank
16
Norges Bank
Norway
$40.2M +$4.47M +155,090 +13%
Northern Trust
17
Northern Trust
Illinois
$33.4M +$4.18M +144,935 +14%
Bank of America
18
Bank of America
North Carolina
$22.4M -$45.2M -1,568,446 -67%
MG
19
Markel Group
Virginia
$21.3M -$721K -25,000 -3%
Comerica Bank
20
Comerica Bank
Texas
$20.6M +$656K +21,791 +3%
CM
21
CS McKee
Pennsylvania
$20M -$3.2M -111,060 -14%
Renaissance Technologies
22
Renaissance Technologies
New York
$18.8M +$5.61M +194,600 +42%
Goldman Sachs
23
Goldman Sachs
New York
$18.4M -$1.27M -44,146 -6%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$15.7M +$3.32M +114,912 +27%
Charles Schwab
25
Charles Schwab
California
$15.6M +$879K +30,456 +6%
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