Federated Hermes MDT Large Cap Core is a publicly traded company on ARCX. As of Q3 2025, 13 institutional investors hold shares in this company, with total holdings valued at $41.2M. Delta Investment Management, LLC is the largest holder with a position valued at $13.7M.
Overview of institutional ownership in FLCC as of Q3 2025
Institutions with the largest positions in FLCC as of Q3 2025
| Institution | Position Value |
|---|---|
Delta Investment Management, LLC RIA/Wealth | $13.7M 2.53% of portfolio |
B BlueStem Wealth Partners, LLC RIA/Wealth | $12.5M 1.44% of portfolio |
VICTORY FINANCIAL GROUP, LLC RIA/Wealth | $4.9M 0.67% of portfolio |
FEDERATED INVESTORS INC /PA/ Long Only Manager | $3.0M 0.01% of portfolio |
Cox Capital Co LLC RIA/Wealth | $2.5M 1.64% of portfolio |
BB&T CORP Institution | $1.7M 0.00% of portfolio |
$931.7K 0.01% of portfolio | |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $769.8K 0.00% of portfolio |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $739.7K 0.00% of portfolio |
DAVENPORT & Co LLC RIA/Wealth | $371.4K 0.00% of portfolio |
Institutional buying and selling activity for FLCC in Q3 2025
| Institution | Net Bought |
|---|---|
Delta Investment Management, LLC RIA/Wealth | +$13.7M +427.5K shares |
B BlueStem Wealth Partners, LLC RIA/Wealth | +$12.5M +391.4K shares |
Cox Capital Co LLC RIA/Wealth | +$2.5M +78.5K shares |
DAVENPORT & Co LLC RIA/Wealth | +$371.4K +11.6K shares |
+$183.5K +5.7K shares | |
VICTORY FINANCIAL GROUP, LLC RIA/Wealth | +$64.6K +2.0K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$13.6K +425.0 shares |
A Advisory Services Network, LLC RIA/Wealth | +$12.8K +400.0 shares |
JPMORGAN CHASE & CO Institution | +$2.4K +76.0 shares |
| Institution | Net Sold |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$1.8M −57.1K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$551.6K −18.2K shares |
BB&T CORP Institution | −$397.8K −12.4K shares |
UBS Group AG Institution | −$4.7K −147.0 shares |
FEDERATED INVESTORS INC /PA/ Long Only Manager | −$128.2 −4.0 shares |
Institutions that initiated new positions or completely exited FLCC in Q3 2025
| Institution | Position Value |
|---|---|
Delta Investment Management, LLC RIA/Wealth | $13.7M 427.5K shares |
B BlueStem Wealth Partners, LLC RIA/Wealth | $12.5M 391.4K shares |
Cox Capital Co LLC RIA/Wealth | $2.5M 78.5K shares |
DAVENPORT & Co LLC RIA/Wealth | $371.4K 11.6K shares |
A Advisory Services Network, LLC RIA/Wealth | $12.8K 400.0 shares |
JPMORGAN CHASE & CO Institution | $2.4K 76.0 shares |
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $551.6K 18.2K shares |
Institutions with the largest Call and Put options positions in FLCC as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with FLCC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Delta Investment Management, LLC RIA/Wealth | 2.53% $13.7M |
Cox Capital Co LLC RIA/Wealth | 1.64% $2.5M |
B BlueStem Wealth Partners, LLC RIA/Wealth | 1.44% $12.5M |
VICTORY FINANCIAL GROUP, LLC RIA/Wealth | 0.67% $4.9M |
FEDERATED INVESTORS INC /PA/ Long Only Manager | 0.01% $3.0M |
0.01% $931.7K | |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | 0.00% $739.7K |
BB&T CORP Institution | 0.00% $1.7M |
DAVENPORT & Co LLC RIA/Wealth | 0.00% $371.4K |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | 0.00% $769.8K |
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