Federated Hermes, Inc. is a leading global investment manager with $614.8 billion in assets under management as of Sept. 30, 2020. Guided by its conviction that responsible investing is the best way to create wealth over the long term, its investment solutions span equity, fixed-income, alternative/private markets, multi-asset and liquidity management strategies. Providing world- class active investment management and engagement services to more than 11,000 institutions and intermediaries, our clients include corporations, government entities, insurance companies, foundations and endowments, banks and broker/dealers. Headquartered in Pittsburgh, Federated Hermes' more than 1,900 employees include those in London, New York, Boston and several other offices worldwide.
Company profile
Ticker
FHI
Exchange
Website
CEO
J. Christopher Donahue
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
FEDERATED INVESTORS INC /PA/
SEC CIK
Corporate docs
Subsidiaries
EMPEF GP Limited, Guernsey company • Federated Administrative Services, Inc. • Federated Advisory Services Company • Federated Asset Management GmbH • Federated Equity Management Company • Federated Global Holdings LLC • Federated Global Investment Management Corp. • Federated Hermes (UK) LLP, a United Kingdom limited liability partnership • Federated Hermes Diversified Infrastructure GP LLP, (UK company • Federated Hermes European Direct Lending Fund II GP, Sarl ...
IRS number
251111467
SEC advisor number
801-78591
FINRA CRD number
169087
AUM ?
$19.96 bn
(as of 25 Jun 20)
Accounts
10
(as of 25 Jun 20)
Employees
16
(10 investment advisory or research)
Address
Federated Hermes
1001 LIBERTY AVENUE
PITTSBURGH
PA 15222
1001 LIBERTY AVENUE
PITTSBURGH
PA 15222
Phone
4122881900
Brochures
FHI stock data
Latest filings (excl ownership)
DEF 14C
Information statement
15 Mar 23
10-K
2022 FY
Annual report
24 Feb 23
8-K
Federated Hermes, Inc. reports fourth quarter and full-year 2022 earnings
26 Jan 23
10-Q
2022 Q3
Quarterly report
1 Nov 22
8-K
Federated Hermes, Inc. reports third quarter 2022 earnings
27 Oct 22
10-Q
2022 Q2
Quarterly report
2 Aug 22
8-K
Federated Hermes, Inc. reports second quarter 2022 earnings
28 Jul 22
8-K
Entry into a Material Definitive Agreement
18 Jul 22
8-K
Other Events
7 Jun 22
10-Q
2022 Q1
Quarterly report
3 May 22
Transcripts
FHI
Earnings call transcript
2022 Q4
27 Jan 23
FHI
Earnings call transcript
2022 Q3
28 Oct 22
FHI
Earnings call transcript
2022 Q2
29 Jul 22
FHI
Earnings call transcript
2022 Q1
29 Apr 22
FHI
Earnings call transcript
2021 Q4
28 Jan 22
FHI
Earnings call transcript
2021 Q3
29 Oct 21
FHI
Earnings call transcript
2021 Q2
30 Jul 21
FHI
Earnings call transcript
2021 Q1
30 Apr 21
FHI
Earnings call transcript
2020 Q4
29 Jan 21
FHI
Earnings call transcript
2020 Q3
30 Oct 20
Latest ownership filings
4
Dolores D Dudiak
13 Mar 23
SC 13G/A
Merus N.V.
10 Mar 23
SC 13G/A
Aris Water Solutions, Inc.
10 Mar 23
4
Meter Stephen Van
7 Mar 23
4
Paul A Uhlman
7 Mar 23
4
Saker Anwar Nusseibeh
7 Mar 23
4
Richard A Novak
7 Mar 23
4
Peter J Germain
7 Mar 23
4
Dolores D Dudiak
7 Mar 23
4
THOMAS R DONAHUE
7 Mar 23
Financial summary
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| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q4 2022
| 13F holders | Current |
|---|---|
| Total holders | 307 |
| Opened positions | 61 |
| Closed positions | 28 |
| Increased positions | 99 |
| Reduced positions | 100 |
| 13F shares | Current |
|---|---|
| Total value | 2.53 tn |
| Total shares | 75.97 mm |
| Total puts | 17.70 k |
| Total calls | 36.80 k |
| Total put/call ratio | 0.5 |
| Largest owners | Shares | Value |
|---|---|---|
| BLK Blackrock | 12.33 mm | $447.58 bn |
| Vanguard | 8.48 mm | $308.05 bn |
| Setanta Asset Management | 5.51 mm | $179.64 mm |
| Schneider Downs Wealth Management Advisors | 4.50 mm | $163.55 bn |
| FMR | 2.95 mm | $107.01 bn |
| STT State Street | 2.87 mm | $104.35 bn |
| GWL Great West Life Assurance | 2.38 mm | $86.89 bn |
| Dimensional Fund Advisors | 2.27 mm | $82.75 bn |
| IVZ Invesco | 2.19 mm | $79.49 bn |
| BK Bank Of New York Mellon | 2.00 mm | $72.79 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 13 Mar 23 | Dolores D Dudiak | Class B Common Stock | Sell | Dispose S | No | No | 39.7378 | 65 | 2.58 k | 75,452 |
| 3 Mar 23 | J Christopher Donahue | Class B Common Stock | Grant | Acquire A | No | No | 0 | 34,369 | 0.00 | 1,171,980 |
| 3 Mar 23 | Donahue Thomas R | Class B Common Stock | Grant | Acquire A | No | No | 0 | 29,082 | 0.00 | 592,212 |
| 3 Mar 23 | Dolores D Dudiak | Class B Common Stock | Grant | Acquire A | No | No | 0 | 1,176 | 0.00 | 75,517 |
| 3 Mar 23 | Germain Peter J | Class B Common Stock | Grant | Acquire A | No | No | 0 | 7,638 | 0.00 | 207,475 |
Press releases
Federated Hermes earns Refinitiv Lipper Fund Awards for fund performance and firmwide results
24 Mar 23
Month-end portfolio data now available for Federated Hermes Premier Municipal Income Fund
15 Mar 23
Federated Hermes Premier Municipal Income Fund declares dividend
10 Mar 23
Federated Hermes, Inc.'s CEO to participate in RBC Capital Markets Global Financials Conference
27 Feb 23
Federated Hermes, Inc. files annual report on Form 10-K with U.S. Securities and Exchange Commission
24 Feb 23