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Federated Hermes
FHI

Overview Fund Activity

321 hedge funds and large institutions have $2.43B invested in Federated Hermes in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 117 increasing their positions, 101 reducing their positions, and 40 closing their positions.

Holders
321
Holders Change
+11
Holders Change %
+3.55%
% of All Funds
8.04%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
56
Increased
117
Reduced
101
Closed
40
Calls
$5M
Puts
$523K
Net Calls
+$4.48M
Net Calls Change
+$8.03M

Top Buyers

1
FA
1
Fortis Advisors
Pennsylvania
$59.4M
2
Victory Capital Management
2
Victory Capital Management
Texas
$21.2M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$18.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$225M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$35.5M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$0
2
HCM
2
Herndon Capital Management
Georgia
$13.5M
3
RA
3
Royce & Associates
New York
$110M
4
Comerica Bank
4
Comerica Bank
Texas
$4.35M
5
Charles Schwab
5
Charles Schwab
California
$17.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$248M 8,761,777 +140,613 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$225M 7,959,796 +575,645 +8%
BFA
3
BlackRock Fund Advisors
California
$186M 6,588,929 -18,723 -0.3%
Invesco
4
Invesco
Georgia
$136M 4,804,291 +33,626 +0.7%
RA
5
Royce & Associates
New York
$110M 3,872,224 -631,512 -14%
Canada Life
6
Canada Life
Manitoba, Canada
$97.1M 3,416,631 +37,224 +1%
SDWMA
7
Schneider Downs Wealth Management Advisors
Pennsylvania
$90M 3,183,242 -41,895 -1%
BIT
8
BlackRock Institutional Trust
California
$80M 2,830,312 -30,312 -1%
State Street
9
State Street
Massachusetts
$74.1M 2,619,800 -30,730 -1%
FA
10
Fortis Advisors
Pennsylvania
$59.4M 2,100,037 +2,100,037 New
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$58.7M 2,075,356 +252,406 +14%
BAM
12
Burgundy Asset Management
Ontario, Canada
$46.1M 1,631,184 +560 +0%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$42.8M 1,514,802 -12,455 -0.8%
HCM
14
Hamlin Capital Management
New York
$40.3M 1,426,173 +94,924 +7%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$35.5M 1,256,100 +440,200 +54%
Norges Bank
16
Norges Bank
Norway
$29.8M 1,054,172 -317,149 -23%
Northern Trust
17
Northern Trust
Illinois
$28.9M 1,023,561 -52,346 -5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$27.6M 975,250 +315,784 +48%
Goldman Sachs
19
Goldman Sachs
New York
$23.9M 845,456 +221,566 +36%
Morgan Stanley
20
Morgan Stanley
New York
$22.4M 791,281 +265,143 +50%
Victory Capital Management
21
Victory Capital Management
Texas
$21.2M 748,460 +748,460 New
CM
22
CS McKee
Pennsylvania
$20.3M 717,640 +401,640 +127%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$19.4M 685,076 +81,304 +13%
Two Sigma Investments
24
Two Sigma Investments
New York
$18.1M 638,424 +605,228 +1,823%
Charles Schwab
25
Charles Schwab
California
$17.2M 607,310 -434,143 -42%
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