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Federated Hermes
FHI

Overview Fund Activity

322 hedge funds and large institutions have $2.22B invested in Federated Hermes in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 126 increasing their positions, 108 reducing their positions, and 28 closing their positions.

Holders
322
Holders Change
+14
Holders Change %
+4.55%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
46
Increased
126
Reduced
108
Closed
28
Calls
$2.36M
Puts
$467K
Net Calls
+$1.89M
Net Calls Change
+$209K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$118M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$72.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$61.4M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$189M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$29.8M

Top Sellers

1
SDWMA
1
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.56M
2
Citadel Advisors
2
Citadel Advisors
Florida
$7.01M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$9.17M
4
Invesco
4
Invesco
Georgia
$68.5M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$819K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$289M 8,532,465 -35,896 -0.4%
BlackRock
2
BlackRock
New York
$275M 8,111,369 -94,456 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$189M 5,593,702 +560,644 +11%
Morgan Stanley
4
Morgan Stanley
New York
$118M 3,474,798 +2,424,290 +231%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$81.6M 2,410,128 +49,928 +2%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$72.6M 2,145,227 +916,209 +75%
Invesco
7
Invesco
Georgia
$68.5M 2,022,007 -897,991 -31%
State Street
8
State Street
Massachusetts
$62.7M 1,850,738 +55,161 +3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$61.4M 1,813,190 +673,496 +59%
Canada Life
10
Canada Life
Manitoba, Canada
$57.3M 1,701,129 -252,278 -13%
Millennium Management
11
Millennium Management
New York
$52M 1,535,968 +111,312 +8%
Goldman Sachs
12
Goldman Sachs
New York
$40.1M 1,184,759 +335,737 +40%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$37.1M 1,096,354 +22,553 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$37.1M 1,095,953 -295,156 -21%
AQR Capital Management
15
AQR Capital Management
Connecticut
$36.5M 1,078,888 +277,445 +35%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$29.8M 880,059 +548,294 +165%
Two Sigma Investments
17
Two Sigma Investments
New York
$26.3M 777,804 +168,607 +28%
Northern Trust
18
Northern Trust
Illinois
$19.9M 589,052 +23,251 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$19.2M 566,702 +185 +0%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$17M 502,600 +168,900 +51%
Charles Schwab
21
Charles Schwab
California
$16.2M 479,008 +1,296 +0.3%
HighTower Advisors
22
HighTower Advisors
Illinois
$15.4M 455,441 +656 +0.1%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$15.3M 450,729 +143,821 +47%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$14.3M 421,030 +93,063 +28%
Bank of America
25
Bank of America
North Carolina
$14.1M 416,661 +65,246 +19%
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