Federated Hermes (NYSE: FHI) 13F lists 4,004 positions across 7 managers
Rhea-AI Filing Summary
Federated Hermes, Inc. filed a Form 13F Holdings Report, indicating it is deemed, under Rule 13f-1(b), to share investment discretion over all reported positions together with several affiliated advisers. The report covers 7 other included managers and lists 4,004 reportable holdings with an aggregate information table value of $69,552,481,118. Affiliated managers such as Federated Investment Counseling, Federated Investment Management Company, Federated Equity Management Company of Pennsylvania, Federated Global Investment Management Corp, Federated MDTA LLC, and Hermes Investment Management Ltd each exercise investment discretion over designated subsets of these investments.
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Key Figures
Form 13F Information Table Value Total: $69,552,481,118
Form 13F Information Table Entry Total: 4,004
Number of Other Included Managers: 7
3 metrics
Form 13F Information Table Value Total
$69,552,481,118
Aggregate value of all reportable holdings, rounded to nearest dollar
Form 13F Information Table Entry Total
4,004
Number of individual reportable holdings in the information table
Number of Other Included Managers
7
Affiliated institutional investment managers included in the 13F report
Key Terms
Form 13F Holdings Report, Institutional Investment Manager, investment discretion, Rule 13F-1(b), +1 more
5 terms
Form 13F Holdings Report regulatory
"Report Type (Check only one.) X | 13F HOLDINGS REPORT."
Institutional Investment Manager regulatory
"The institutional investment manager filing this report and the person by whom it is signed"
investment discretion financial
"Federated Hermes is deemed to share investment discretion over all investments reported herein."
Rule 13F-1(b) regulatory
"By virtue of Rule 13F-1(b) under the Securities Exchange Act of 1934"
Other Included Managers regulatory
"List of Other Included Managers Provide a numbered list of the name(s)"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What does Federated Hermes (FHI) report in its latest Form 13F?
Federated Hermes reports 4,004 equity and related holdings with a total information table value of $69,552,481,118, reflecting positions over which it and affiliated advisers are deemed to share investment discretion.
How many managers are included in Federated Hermes (FHI) Form 13F filing?
The Form 13F lists 7 other included institutional investment managers affiliated with Federated Hermes. Each adviser, such as Federated Investment Counseling and Hermes Investment Management Ltd, reports investment discretion over specific subsets of the overall holdings.
What type of report did Federated Hermes (FHI) file with the SEC?
Federated Hermes filed a 13F Holdings Report, meaning all reportable holdings for this reporting manager are included. It is not a 13F Notice or Combination Report, so the filing is intended to reflect the full reportable portfolio snapshot.
What is the total value of positions in Federated Hermes (FHI) Form 13F?
The Form 13F information table shows a total value of $69,552,481,118, rounded to the nearest dollar. This figure aggregates the reportable securities over which Federated Hermes and its listed affiliates have investment discretion.
Which key affiliates appear in the Federated Hermes (FHI) Form 13F?
Key affiliates include Federated Investment Counseling, Federated Investment Management Company, Federated Equity Management Company of Pennsylvania, Federated MDTA LLC, and Hermes Investment Management Ltd, each exercising discretion over designated holdings.