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Federated Hermes
FHI

Overview Fund Activity

312 hedge funds and large institutions have $2.48B invested in Federated Hermes in 2022 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 101 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
+33
Holders Change %
+11.83%
% of All Funds
5.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
60
Increased
101
Reduced
100
Closed
25
Calls
$1.39M
Puts
$653K
Net Calls
+$741K
Net Calls Change
+$476K

Top Buyers

1
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$164M
2
BlackRock
BlackRock
New York
$448M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.1M
4
Morgan Stanley
Morgan Stanley
New York
$28.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$18.8M

Top Sellers

1
Millennium Management
Millennium Management
New York
$12.2M
2
BAM
Burgundy Asset Management
Ontario, Canada
$35.7M
3
Victory Capital Management
Victory Capital Management
Texas
$59.3M
4
GC
Gillson Capital
Illinois
$0
5
P2P
Phase 2 Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$448M +$20.9M +574,836 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$308M +$7.41M +204,042 +2%
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$164M +$46.1M +1,269,097 +39%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$107M -$2.8M -76,981 -3%
State Street
5
State Street
Massachusetts
$104M +$2.15M +59,301 +2%
Canada Life
6
Canada Life
Manitoba, Canada
$86.8M +$998K +27,333 +1%
Invesco
7
Invesco
Georgia
$79.5M +$2.54M +70,016 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$72.8M -$1.85M -50,980 -2%
Charles Schwab
9
Charles Schwab
California
$71.1M +$2.99M +82,365 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$61.8M +$84.6K +2,331 +0.1%
Victory Capital Management
11
Victory Capital Management
Texas
$59.3M -$12.2M -334,998 -17%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$45M -$493K -13,585 -1%
Citadel Advisors
13
Citadel Advisors
Florida
$44.8M +$8.29M +228,437 +23%
Northern Trust
14
Northern Trust
Illinois
$41.5M -$682K -18,770 -2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$38.3M +$1.3M +35,889 +4%
BAM
16
Burgundy Asset Management
Ontario, Canada
$35.7M -$48.7M -1,341,332 -58%
Morgan Stanley
17
Morgan Stanley
New York
$28.3M +$15.1M +415,409 +114%
Goldman Sachs
18
Goldman Sachs
New York
$26.1M -$4.79M -131,892 -15%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$25.1M -$624K -17,178 -2%
RL
20
Ruffer LLP
United Kingdom
$24M -$219K -6,000 -0.9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$21.4M +$9.15K +252 +0%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$18.8M +$13.7M +376,638 +267%
PP
23
Prospector Partners
Connecticut
$18.8M -$25.7K -709 -0.1%
HighTower Advisors
24
HighTower Advisors
Illinois
$15.5M -$785K -21,633 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.1M +$15.1M +417,000 New
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