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Federated Hermes
FHI

Overview Fund Activity

308 hedge funds and large institutions have $2.24B invested in Federated Hermes in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 113 increasing their positions, 115 reducing their positions, and 63 closing their positions.

Holders
308
Holders Change
-31
Holders Change %
-9.14%
% of All Funds
4.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
34
Increased
113
Reduced
115
Closed
63
Calls
$2.99M
Puts
$1.31M
Net Calls
+$1.68M
Net Calls Change
+$2.2M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$28M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$170M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$38.6M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$27.1M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$14.9M

Top Sellers

1
CSS
1
Cubist Systematic Strategies
Connecticut
$148K
2
Victory Capital Management
2
Victory Capital Management
Texas
$1.03M
3
Jane Street
3
Jane Street
New York
$1.34M
4
JAM
4
Jupiter Asset Management
United Kingdom
$8.19M
5
Citadel Advisors
5
Citadel Advisors
Florida
$62.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$290M 8,568,361 +68,974 +0.8%
BlackRock
2
BlackRock
New York
$278M 8,205,825 +291,781 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$170M 5,033,058 +562,232 +13%
SDWMA
4
Schneider Downs Wealth Management Advisors
Pennsylvania
$107M 3,172,520 +27,321 +0.9%
Invesco
5
Invesco
Georgia
$98.9M 2,919,998 -24,549 -0.8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$79.9M 2,360,200 +49,391 +2%
Canada Life
7
Canada Life
Manitoba, Canada
$66.1M 1,953,407 +8,066 +0.4%
Citadel Advisors
8
Citadel Advisors
Florida
$62.5M 1,844,262 -377,974 -17%
State Street
9
State Street
Massachusetts
$60.8M 1,795,577 +157,321 +10%
Millennium Management
10
Millennium Management
New York
$48.3M 1,424,656 -261,851 -16%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$47.1M 1,391,109 -17,636 -1%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$41.6M 1,229,018 -4,883 -0.4%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$41.5M 1,226,525 -48,527 -4%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$38.6M 1,139,694 +533,083 +88%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$36.4M 1,073,801 +65,191 +6%
Morgan Stanley
16
Morgan Stanley
New York
$35.6M 1,050,508 -433 -0%
Goldman Sachs
17
Goldman Sachs
New York
$28.8M 849,022 +140,233 +20%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$28M 827,258 +827,258 New
AQR Capital Management
19
AQR Capital Management
Connecticut
$27.1M 801,443 +518,715 +183%
BAM
20
Burgundy Asset Management
Ontario, Canada
$22.3M 657,858 +13,489 +2%
Two Sigma Investments
21
Two Sigma Investments
New York
$20.6M 609,197 +112,909 +23%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$19.2M 566,517 +110 +0%
Northern Trust
23
Northern Trust
Illinois
$19.2M 565,801 -5,734 -1%
SSA
24
Schonfeld Strategic Advisors
New York
$16.2M 478,094 +332,528 +228%
Charles Schwab
25
Charles Schwab
California
$16.2M 477,712 +36,280 +8%
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