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Federated Hermes
FHI

Overview Fund Activity

266 hedge funds and large institutions have $2.68B invested in Federated Hermes in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 83 increasing their positions, 118 reducing their positions, and 51 closing their positions.

Holders
266
Holders Change
-19
Holders Change %
-6.67%
% of All Funds
4.64%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
33
Increased
83
Reduced
118
Closed
51
Calls
$4.49M
Puts
$1.39M
Net Calls
+$3.1M
Net Calls Change
+$718K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$130M
2
RL
2
Ruffer LLP
United Kingdom
$108M
3
Victory Capital Management
3
Victory Capital Management
Texas
$48M
4
Fidelity International
4
Fidelity International
Bermuda
$31.9M
5
BCM
5
Basswood Capital Management
New York
$16.6M

Top Sellers

1
SDWMA
1
Schneider Downs Wealth Management Advisors
Pennsylvania
$117M
2
Prudential Financial
2
Prudential Financial
New Jersey
$8.53M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$50.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$21.5M
5
BlackRock
5
BlackRock
New York
$427M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$427M 12,599,167 -616,634 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$314M 9,255,097 -25,595 -0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$130M 3,841,885 +3,594,811 +1,455%
SDWMA
4
Schneider Downs Wealth Management Advisors
Pennsylvania
$117M 3,440,227 -1,554,015 -31%
Canada Life
5
Canada Life
Manitoba, Canada
$109M 3,208,260 -70,115 -2%
RL
6
Ruffer LLP
United Kingdom
$108M 3,195,802 +3,195,802 New
State Street
7
State Street
Massachusetts
$101M 2,978,933 +31,688 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$84.2M 2,482,149 +85,649 +4%
BAM
9
Burgundy Asset Management
Ontario, Canada
$76.6M 2,259,106 +160,007 +8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$74M 2,183,609 -349,087 -14%
Charles Schwab
11
Charles Schwab
California
$61M 1,799,996 +13,366 +0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$59.2M 1,745,755 -97,084 -5%
Northern Trust
13
Northern Trust
Illinois
$52.6M 1,551,979 +146,135 +10%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$50.2M 1,481,675 -691,012 -32%
Victory Capital Management
15
Victory Capital Management
Texas
$48M 1,414,158 +973,846 +221%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$39.5M 1,164,158 +177,749 +18%
Invesco
17
Invesco
Georgia
$36.8M 1,085,598 -38,708 -3%
Fidelity International
18
Fidelity International
Bermuda
$31.9M 941,560 +732,668 +351%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$31.8M 938,370 -364,907 -28%
Norges Bank
20
Norges Bank
Norway
$29.9M 880,843 -50,858 -5%
AQR Capital Management
21
AQR Capital Management
Connecticut
$27M 804,504 -523,998 -39%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$24M 708,316 +143,034 +25%
Goldman Sachs
23
Goldman Sachs
New York
$21.5M 633,573 -637,729 -50%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$21.4M 631,538 +67,520 +12%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$20.7M 609,149 -154,517 -20%
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