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Federated Hermes
FHI

Overview Fund Activity

333 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 124 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
+21
Holders Change %
+6.73%
% of All Funds
7.64%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
50
Increased
124
Reduced
105
Closed
24
Calls
$2.41M
Puts
$1.52M
Net Calls
+$889K
Net Calls Change
-$674K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$49.8M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$29.8M
3
BA
Boston Advisors
Massachusetts
+$28M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$21.7M
5
Victory Capital Management
Victory Capital Management
Texas
+$21.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$110M
2
HCM
Hamlin Capital Management
New York
-$65M
3
BlackRock
BlackRock
New York
-$29.9M
4
Invesco
Invesco
Georgia
-$22M
5
RA
Royce & Associates
New York
-$21.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$327M -$29.9M -896,461 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$319M +$49.8M +1,491,265 +19%
Canada Life
3
Canada Life
Manitoba, Canada
$171M +$8.61M +257,339 +5%
Invesco
4
Invesco
Georgia
$138M -$22M -657,303 -14%
SDWMA
5
Schneider Downs Wealth Management Advisors
Pennsylvania
$101M +$6.23M +186,619 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$98.7M +$669K +20,020 +0.7%
State Street
7
State Street
Massachusetts
$92.5M +$304K +9,090 +0.3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$89.6M +$10.5M +314,409 +13%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$89M -$110M -3,279,831 -55%
Victory Capital Management
10
Victory Capital Management
Texas
$75M +$21.5M +643,993 +40%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$69.5M -$6.44M -192,793 -8%
FA
12
Fortis Advisors
Pennsylvania
$60.6M -$4.54M -146,615 -7%
Skandinaviska Enskilda Banken (SEB)
13
Skandinaviska Enskilda Banken (SEB)
Sweden
$53.9M – – –
RA
14
Royce & Associates
New York
$49.7M -$21.7M -649,761 -30%
BAM
15
Burgundy Asset Management
Ontario, Canada
$48.5M -$200K -6,001 -0.4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$45M +$6.13M +183,684 +16%
Norges Bank
17
Norges Bank
Norway
$39.2M – – –
Northern Trust
18
Northern Trust
Illinois
$32.6M +$105K +3,133 +0.3%
Charles Schwab
19
Charles Schwab
California
$31.2M +$3.09M +92,466 +11%
Robeco Institutional Asset Management
20
Robeco Institutional Asset Management
Netherlands
$29.8M +$29.8M +893,195 New
AQR Capital Management
21
AQR Capital Management
Connecticut
$29.4M +$15.7M +469,579 +114%
BA
22
Boston Advisors
Massachusetts
$28M +$28M +839,212 New
Goldman Sachs
23
Goldman Sachs
New York
$27.4M +$2.15M +64,519 +9%
ACA
24
Anchor Capital Advisors
Massachusetts
$22.6M -$369K -11,049 -2%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$22.3M +$21.7M +650,192 +4,060%
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