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Federated Hermes
FHI

Overview Fund Activity

318 hedge funds and large institutions have $2.92B invested in Federated Hermes in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 113 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
+6
Holders Change %
+1.92%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
43
Increased
122
Reduced
113
Closed
35
Calls
$11.5M
Puts
$518K
Net Calls
+$11M
Net Calls Change
+$10.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$42.3M
2
Millennium Management
Millennium Management
New York
+$36.3M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$28.7M
4
Invesco
Invesco
Georgia
+$21.1M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$20.9M

Top Sellers

1
Charles Schwab
Charles Schwab
California
-$53.3M
2
BlackRock
BlackRock
New York
-$25.4M
3
Victory Capital Management
Victory Capital Management
Texas
-$24.7M
4
Canada Life
Canada Life
Manitoba, Canada
-$17M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$9.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$469M -$25.4M -633,366 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$350M +$9.86M +245,745 +3%
SDWMA
3
Schneider Downs Wealth Management Advisors
Pennsylvania
$179M -$1.49M -37,201 -0.8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$125M +$6.7M +166,960 +6%
State Street
5
State Street
Massachusetts
$116M +$972K +24,211 +0.8%
Invesco
6
Invesco
Georgia
$109M +$21.1M +526,286 +24%
Citadel Advisors
7
Citadel Advisors
Florida
$91.8M +$42.3M +1,052,998 +85%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$91.5M +$566K +14,111 +0.6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$80.5M +$78.2K +1,947 +0.1%
Canada Life
10
Canada Life
Manitoba, Canada
$78.7M -$17M -422,128 -18%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$69.1M +$849K +21,159 +1%
Millennium Management
12
Millennium Management
New York
$49.8M +$36.3M +903,543 +268%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$49.5M -$287K -7,147 -0.6%
Northern Trust
14
Northern Trust
Illinois
$46M +$107K +2,664 +0.2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$45.8M +$3.47M +86,477 +8%
Victory Capital Management
16
Victory Capital Management
Texas
$40.8M -$24.7M -614,719 -38%
Morgan Stanley
17
Morgan Stanley
New York
$32.8M +$1.52M +37,759 +5%
BAM
18
Burgundy Asset Management
Ontario, Canada
$29.9M -$9.53M -237,409 -24%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$29.8M +$8.97M +223,547 +43%
Goldman Sachs
20
Goldman Sachs
New York
$29.3M +$442K +11,016 +2%
Alyeska Investment Group
21
Alyeska Investment Group
Illinois
$28.7M +$28.7M +715,564 New
ACL
22
Azora Capital LP
Florida
$25.8M +$9.18M +228,792 +55%
Charles Schwab
23
Charles Schwab
California
$25.3M -$53.3M -1,327,307 -68%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$21.9M +$13.5M +335,089 +159%
RL
25
Ruffer LLP
United Kingdom
$21.5M -$5.03M -125,336 -19%
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