FHI icon

Federated Hermes
FHI

Overview Fund Activity

303 hedge funds and large institutions have $2.73B invested in Federated Hermes in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 78 increasing their positions, 114 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
303
Holders Change
+15
Holders Change %
+5.21%
% of All Funds
6.65%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
50
Increased
78
Reduced
114
Closed
34
Calls
$4.02M
Puts
$648K
Net Calls
+$3.37M
Net Calls Change
+$2.71M

Top Buyers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
+$39M
2
APG Asset Management
APG Asset Management
Netherlands
+$13.8M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.82M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.18M
5
Squarepoint
Squarepoint
New York
+$5.5M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$29.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$22M
3
BAM
Burgundy Asset Management
Ontario, Canada
-$21.6M
4
MC
Muhlenkamp & Co
Pennsylvania
-$8.03M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$429M +$3.98M +122,867 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$306M +$1.1M +34,023 +0.4%
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$208M +$39M +1,202,956 +23%
Canada Life
4
Canada Life
Manitoba, Canada
$181M +$4.26M +131,356 +2%
Invesco
5
Invesco
Georgia
$162M -$1.84M -56,651 -1%
State Street
6
State Street
Massachusetts
$102M +$539K +16,645 +0.5%
APG Asset Management
7
APG Asset Management
Netherlands
$97.4M +$13.8M +464,897 +17%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$97M -$3.23M -99,597 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$77.1M -$1.12M -34,693 -1%
FA
10
Fortis Advisors
Pennsylvania
$63.2M – – –
Northern Trust
11
Northern Trust
Illinois
$57.5M +$3.38M +104,348 +6%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$52.3M -$4.86M -149,845 -9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$50.4M +$2.26M +69,876 +5%
Charles Schwab
14
Charles Schwab
California
$40.3M +$183K +5,648 +0.5%
Norges Bank
15
Norges Bank
Norway
$39.9M – – –
BAM
16
Burgundy Asset Management
Ontario, Canada
$33.3M -$21.6M -665,339 -39%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$32.8M -$4.89M -150,546 -13%
Goldman Sachs
18
Goldman Sachs
New York
$29.8M +$4.52M +139,367 +18%
AQR Capital Management
19
AQR Capital Management
Connecticut
$29.4M -$1.87M -58,116 -6%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$26.4M +$9.82M +302,929 +59%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$18.3M +$7.18M +221,403 +64%
Citadel Advisors
22
Citadel Advisors
Florida
$18.3M -$22M -679,365 -55%
PPA
23
Parametric Portfolio Associates
Washington
$17.9M +$1.7M +52,374 +10%
HighTower Advisors
24
HighTower Advisors
Illinois
$17.3M -$38.1K -1,176 -0.2%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$17.1M -$66.9K -2,063 -0.4%
1
2 3 4 5