FHI icon

Federated Hermes
FHI

Overview Fund Activity

293 hedge funds and large institutions have $2B invested in Federated Hermes in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 116 increasing their positions, 107 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-40
Holders Change %
-12.01%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
38
Increased
116
Reduced
107
Closed
73
Calls
$2.25M
Puts
$5.17M
Net Calls
-$2.92M
Net Calls Change
-$3.81M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$24.9M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$24.1M
3
BlackRock
BlackRock
New York
+$24M
4
Invesco
Invesco
Georgia
+$20.8M
5
Goldman Sachs
Goldman Sachs
New York
+$20.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$61.1M
2
Victory Capital Management
Victory Capital Management
Texas
-$41.3M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$29.8M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$23M
5
BA
Boston Advisors
Massachusetts
-$17.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$252M +$24M +1,030,135 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$212M -$10.8M -462,577 -5%
Canada Life
3
Canada Life
Manitoba, Canada
$127M +$8.21M +351,738 +7%
Invesco
4
Invesco
Georgia
$117M +$20.8M +892,256 +22%
State Street
5
State Street
Massachusetts
$74.9M +$10.2M +439,433 +16%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$72.1M +$3.14M +134,621 +5%
SDWMA
7
Schneider Downs Wealth Management Advisors
Pennsylvania
$71M +$590K +25,319 +0.8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$67.5M +$4.94M +211,748 +8%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$46.3M -$2.01M -86,670 -4%
FA
10
Fortis Advisors
Pennsylvania
$45.8M +$214K +9,160 +0.5%
AQR Capital Management
11
AQR Capital Management
Connecticut
$45.4M +$24.9M +1,065,812 +121%
BAM
12
Burgundy Asset Management
Ontario, Canada
$42.7M +$8.87M +380,546 +26%
Goldman Sachs
13
Goldman Sachs
New York
$39.8M +$20.7M +887,980 +108%
Northern Trust
14
Northern Trust
Illinois
$36.5M +$13.7M +589,553 +60%
RA
15
Royce & Associates
New York
$35.4M +$679K +29,137 +2%
Norges Bank
16
Norges Bank
Norway
$29M +$1.65M +70,692 +6%
Charles Schwab
17
Charles Schwab
California
$27.9M +$6.06M +259,769 +28%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$26.7M -$4.75M -203,679 -15%
Morgan Stanley
19
Morgan Stanley
New York
$26.1M +$17.5M +750,244 +203%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$25.3M +$24.1M +1,031,437 +1,909%
APG Asset Management
21
APG Asset Management
Netherlands
$19.8M +$10.4M +518,500 +110%
Prudential Financial
22
Prudential Financial
New Jersey
$18.3M +$3.6M +154,317 +24%
Deutsche Bank
23
Deutsche Bank
Germany
$16.1M +$13.5M +577,388 +519%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$15.2M -$372K -15,966 -2%
Bank of America
25
Bank of America
North Carolina
$14.7M -$93.7K -4,019 -0.6%
1
2 3 4 5