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Federated Hermes
FHI

Overview Fund Activity

339 hedge funds and large institutions have $2.43B invested in Federated Hermes in 2023 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 100 increasing their positions, 124 reducing their positions, and 44 closing their positions.

Holders
339
Holders Change
+21
Holders Change %
+6.6%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
100
Reduced
124
Closed
44
Calls
$863K
Puts
$1.38M
Net Calls
-$516K
Net Calls Change
-$11.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$160M
2
JAM
2
Jupiter Asset Management
United Kingdom
$24.6M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$19.3M
4
Millennium Management
4
Millennium Management
New York
$60.5M
5
Jane Street
5
Jane Street
New York
$18.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$284M
2
SDWMA
2
Schneider Downs Wealth Management Advisors
Pennsylvania
$113M
3
State Street
3
State Street
Massachusetts
$58.7M
4
ACL
4
Azora Capital LP
Florida
$0
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$36.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$305M 8,499,387 -230,185 -3%
BlackRock
2
BlackRock
New York
$284M 7,914,044 -3,779,214 -32%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$160M 4,470,826 +1,356,760 +44%
SDWMA
4
Schneider Downs Wealth Management Advisors
Pennsylvania
$113M 3,145,199 -1,321,918 -30%
Invesco
5
Invesco
Georgia
$106M 2,944,547 +228,929 +8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$82.8M 2,310,809 +31,285 +1%
Citadel Advisors
7
Citadel Advisors
Florida
$79.7M 2,222,236 -63,915 -3%
Canada Life
8
Canada Life
Manitoba, Canada
$70.1M 1,945,341 -11,249 -0.6%
Millennium Management
9
Millennium Management
New York
$60.5M 1,686,507 +445,967 +36%
State Street
10
State Street
Massachusetts
$58.7M 1,638,256 -1,259,784 -43%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$50.5M 1,408,745 -597,806 -30%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$45.7M 1,275,052 +133,317 +12%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$44.2M 1,233,901 +1,852 +0.2%
Morgan Stanley
14
Morgan Stanley
New York
$37.7M 1,050,941 +233,294 +29%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$36.2M 1,008,610 -713,247 -41%
Goldman Sachs
16
Goldman Sachs
New York
$25.4M 708,789 -21,895 -3%
JAM
17
Jupiter Asset Management
United Kingdom
$24.6M 685,747 +685,747 New
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$24.5M 682,868 -58,347 -8%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$23.5M 655,649 +400,030 +156%
BAM
20
Burgundy Asset Management
Ontario, Canada
$23.1M 644,369 -100,816 -14%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$21.7M 606,611 +86,212 +17%
Northern Trust
22
Northern Trust
Illinois
$20.5M 571,535 -573,379 -50%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$20.3M 566,407 -11,533 -2%
CSS
24
Cubist Systematic Strategies
Connecticut
$19.3M 539,676 +446,672 +480%
Jane Street
25
Jane Street
New York
$18.3M 511,073 +420,764 +466%
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