Federated Hermes 13F Reported: $53.11B in Holdings, 4,129 Positions
Federated Hermes filed a Form 13F reporting the scope of assets it and affiliated advisers disclose managing.
Rhea-AI Filing Summary
Federated Hermes filed a Form 13F reporting the scope of assets it and affiliated advisers disclose managing. The filing lists 4,129 reported holdings entries with a total disclosed market value of $53,114,491,069. The report identifies seven other included managers and describes which affiliated advisers exercise investment discretion for portions of the portfolio, providing transparency into the firm’s structure and the scale of its publicly reported positions.
Positive
- Large disclosed portfolio of $53,114,491,069 indicating substantial assets under management reported
- Comprehensive summary count with 4,129 holdings entries providing a high-level measure of portfolio breadth
- Clear affiliate disclosure naming seven other included managers and which advisers exercise investment discretion
Negative
- Detailed holdings table not included in the provided excerpt, so individual positions and weights are not visible
- No performance or transaction data in this excerpt, limiting assessment of recent trading activity or strategy changes
Insights
TL;DR A routine 13F showing scale: $53.11B disclosed value across 4,129 positions; no performance or transaction detail in excerpt.
This Form 13F summary conveys the size and breadth of Federated Hermes’ publicly reported holdings, with 4,129 positions totaling $53,114,491,069. For investors and analysts, 13F filings are primarily informational—useful to map large positions and affiliate allocation but not sufficient to infer recent trading activity or performance. The filing also clarifies which affiliated advisers exercise investment discretion, which helps attribute positions to specific management entities.
TL;DR The filing meets disclosure norms, enumerating affiliates and shared discretion; it lacks the detailed holdings table in the provided excerpt.
From a regulatory and compliance perspective, the filing properly identifies Federated Hermes and names affiliated investment advisers (including Federated Investment Counseling, Federated Investment Management Co., and others) that exercise discretion over reported positions. The summary page shows required aggregates and the list of included managers, supporting transparency obligations. The supplied content does not include the detailed information table of individual securities in this excerpt, limiting granular review.
FAQ
What total market value does Federated Hermes report on this Form 13F (FHI)?
How many holdings entries are listed in Federated Hermes' 13F?
How many other included managers are listed with Federated Hermes (FHI)?
Which affiliated advisers are identified as exercising investment discretion?
Does the provided excerpt include the detailed list of securities held?
AI-generated analysis. How Rhea-AI works. Not financial advice.