ETF Holdings Breakdown of FHI

Stock Name	Federated Investors Inc B
Ticker	FHI(USD) NYSE
TYPE	Common Stock
Country	USA
ISIN	US3142111034
LEI	R05X5UQ874RGFF7HHD84

News associated with FHI

Zacks.com featured highlights Deutsche Bank, Juniper Networks, Astronics and Federated Hermes: DB, JNPR, ATRO and FHI are trading near 52-week highs, with strong fundamentals and momentum suggesting more upside. - 2025-06-27 08:27:00
4 Stocks Trading Near 52-Week High With Room to Rise Further: Investors target stocks that have been on a bullish run lately. Stocks like DB, JNPR, ATRO and FHI are seeing price strength and the momentum is likely to continue. - 2025-06-26 15:04:00
Blue Trust Inc. Acquires 453 Shares of Federated Hermes, Inc. (NYSE:FHI): Blue Trust Inc. grew its holdings in Federated Hermes, Inc. (NYSE:FHI – Free Report) by 9.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,314 shares of the company’s stock after acquiring an additional 453 shares during the quarter. Blue Trust Inc.’s holdings in […] - 2025-06-24 08:02:59
Exchange Traded Concepts LLC Cuts Stock Position in Federated Hermes, Inc. (NYSE:FHI): Exchange Traded Concepts LLC lessened its stake in Federated Hermes, Inc. (NYSE:FHI – Free Report) by 8.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 20,316 shares of the company’s stock after selling 1,924 shares during the period. Exchange Traded Concepts LLC’s holdings […] - 2025-06-20 08:17:05
Assenagon Asset Management S.A. Has $8.85 Million Position in Federated Hermes, Inc. (NYSE:FHI): Assenagon Asset Management S.A. lowered its holdings in Federated Hermes, Inc. (NYSE:FHI – Free Report) by 67.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 217,063 shares of the company’s stock after selling 448,242 shares during the quarter. Assenagon Asset Management […] - 2025-06-15 08:44:50
Federated Hermes, Inc. (NYSE:FHI) Given Average Rating of “Hold” by Analysts: Shares of Federated Hermes, Inc. (NYSE:FHI – Get Free Report) have earned a consensus recommendation of “Hold” from the six brokerages that are currently covering the firm, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, four have assigned a hold recommendation and one has issued a buy recommendation on […] - 2025-06-12 08:18:48
Federated Hermes, Inc. (NYSE:FHI) Stake Raised by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of Federated Hermes, Inc. (NYSE:FHI – Free Report) by 13.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 214,653 shares of the […] - 2025-06-01 08:32:56
FHI Crosses Above Average Analyst Target: In recent trading, shares of Federated Hermes Inc (Symbol: FHI) have crossed above the average analyst 12-month target price of $42.38, changing hands for $42.48/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on - 2025-05-30 10:53:38
Federated Hermes, Inc. (NYSE:FHI) Stake Raised by Cetera Investment Advisers: Cetera Investment Advisers increased its holdings in Federated Hermes, Inc. (NYSE:FHI – Free Report) by 43.9% in the 4th quarter, Holdings Channel reports. The fund owned 11,787 shares of the company’s stock after purchasing an additional 3,594 shares during the period. Cetera Investment Advisers’ holdings in Federated Hermes were worth $485,000 as of its most […] - 2025-05-28 07:32:53
Brokerages Set Federated Hermes, Inc. (NYSE:FHI) Target Price at $42.33: Federated Hermes, Inc. (NYSE:FHI – Get Free Report) has been assigned a consensus rating of “Hold” from the six ratings firms that are currently covering the stock, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, four have given a hold recommendation and one has assigned a buy recommendation to […] - 2025-05-23 08:01:01
Bank of America Corp DE Has $14.05 Million Stake in Federated Hermes, Inc. (NYSE:FHI): Bank of America Corp DE cut its stake in shares of Federated Hermes, Inc. (NYSE:FHI – Free Report) by 36.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 341,818 shares of the company’s stock after selling 199,921 shares during the quarter. Bank of […] - 2025-05-22 08:30:55
Millennium Management LLC Sells 539,900 Shares of Federated Hermes, Inc. (NYSE:FHI): Millennium Management LLC cut its stake in shares of Federated Hermes, Inc. (NYSE:FHI – Free Report) by 50.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 525,383 shares of the company’s stock after selling 539,900 shares during the quarter. Millennium Management LLC owned approximately […] - 2025-05-21 09:22:49
Janus Henderson Group PLC Sells 4,137 Shares of Federated Hermes, Inc. (NYSE:FHI): Janus Henderson Group PLC cut its position in shares of Federated Hermes, Inc. (NYSE:FHI – Free Report) by 7.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 55,363 shares of the company’s stock after selling 4,137 shares during the period. […] - 2025-05-21 08:22:47
Northern Trust Corp Buys 31,592 Shares of Federated Hermes, Inc. (NYSE:FHI): Northern Trust Corp raised its stake in shares of Federated Hermes, Inc. (NYSE:FHI – Free Report) by 6.0% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 554,958 shares of the company’s stock after purchasing an additional 31,592 shares during the period. […] - 2025-05-13 08:28:50
Federated Hermes, Inc. (NYSE:FHI) Stock Holdings Increased by Envestnet Asset Management Inc.: Envestnet Asset Management Inc. raised its position in shares of Federated Hermes, Inc. (NYSE:FHI – Free Report) by 15.4% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 21,220 shares of the company’s stock after buying an additional 2,833 shares during the period. Envestnet Asset Management Inc.’s holdings in Federated Hermes were worth […] - 2025-05-02 07:15:09
FHI Crosses Above Average Analyst Target: In recent trading, shares of Federated Hermes Inc (Symbol: FHI) have crossed above the average analyst 12-month target price of $39.00, changing hands for $40.10/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on - 2025-04-28 11:54:12
Bank of Montreal Can Sells 315,968 Shares of Federated Hermes, Inc. (NYSE:FHI): Bank of Montreal Can lessened its stake in shares of Federated Hermes, Inc. (NYSE:FHI – Free Report) by 97.3% during the 4th quarter, HoldingsChannel.com reports. The fund owned 8,637 shares of the company’s stock after selling 315,968 shares during the period. Bank of Montreal Can’s holdings in Federated Hermes were worth $355,000 as of its […] - 2025-04-24 07:54:47
Federated Hermes, Inc. (NYSE:FHI) Shares Sold by Legal & General Group Plc: Legal & General Group Plc lowered its holdings in Federated Hermes, Inc. (NYSE:FHI – Free Report) by 4.7% during the fourth quarter, Holdings Channel reports. The fund owned 122,686 shares of the company’s stock after selling 6,051 shares during the quarter. Legal & General Group Plc’s holdings in Federated Hermes were worth $5,044,000 as of […] - 2025-04-22 08:54:48
Federated Hermes Inc. Sells 857 Shares of Federated Hermes, Inc. (NYSE:FHI): Federated Hermes Inc. reduced its stake in Federated Hermes, Inc. (NYSE:FHI – Free Report) by 10.1% during the 4th quarter, HoldingsChannel reports. The firm owned 7,592 shares of the company’s stock after selling 857 shares during the quarter. Federated Hermes Inc.’s holdings in Federated Hermes were worth $312,000 at the end of the most recent […] - 2025-04-18 07:59:05
Franklin Resources Inc. Makes New $957,000 Investment in Federated Hermes, Inc. (NYSE:FHI): Franklin Resources Inc. bought a new stake in Federated Hermes, Inc. (NYSE:FHI – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor bought 23,283 shares of the company’s stock, valued at approximately $957,000. A number of other institutional investors and hedge funds have also recently modified their holdings of FHI. Amalgamated Bank lifted […] - 2025-04-16 07:36:50
JPMorgan Chase & Co. Boosts Holdings in Federated Hermes, Inc. (NYSE:FHI): JPMorgan Chase & Co. raised its position in Federated Hermes, Inc. (NYSE:FHI – Free Report) by 6.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 268,221 shares of the company’s stock after buying an additional 16,399 shares during the quarter. JPMorgan Chase & Co.’s holdings in Federated […] - 2025-04-15 07:36:50
Federated Hermes, Inc. (NYSE:FHI) Stake Lessened by Vanguard Group Inc.: Vanguard Group Inc. decreased its position in shares of Federated Hermes, Inc. (NYSE:FHI – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,495,221 shares of the company’s stock after selling 105,304 shares during […] - 2025-04-04 08:04:57
Federated Hermes (NYSE:FHI) Stock Rating Lowered by StockNews.com: Federated Hermes (NYSE:FHI – Get Free Report) was downgraded by StockNews.com from a “strong-buy” rating to a “buy” rating in a research note issued on Tuesday. Several other brokerages have also recently issued reports on FHI. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $43.00 target price (down previously from $45.00) on shares […] - 2025-04-01 06:14:44
Brokerages Set Federated Hermes, Inc. (NYSE:FHI) PT at $42.17: Federated Hermes, Inc. (NYSE:FHI – Get Free Report) has earned a consensus rating of “Hold” from the six brokerages that are presently covering the company, Marketbeat reports. One research analyst has rated the stock with a sell rating, three have given a hold rating and two have issued a buy rating on the company. The […] - 2025-04-01 05:24:52
Corient Private Wealth LLC Boosts Stock Position in Federated Hermes, Inc. (NYSE:FHI): Corient Private Wealth LLC increased its stake in Federated Hermes, Inc. (NYSE:FHI – Free Report) by 33.2% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 53,892 shares of the company’s stock after purchasing an additional 13,439 shares during the quarter. Corient Private Wealth […] - 2025-03-24 08:20:53
Federated Hermes (NYSE:FHI) versus Legal & General Group (OTCMKTS:LGGNY) Critical Contrast: Federated Hermes (NYSE:FHI – Get Free Report) and Legal & General Group (OTCMKTS:LGGNY – Get Free Report) are both finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their valuation, risk, institutional ownership, dividends, profitability, analyst recommendations and earnings. Profitability This table compares Federated Hermes […] - 2025-03-24 06:24:57
StockNews.com Downgrades Federated Hermes (NYSE:FHI) to Buy: Federated Hermes (NYSE:FHI – Get Free Report) was downgraded by StockNews.com from a “strong-buy” rating to a “buy” rating in a research note issued on Friday. A number of other research firms have also commented on FHI. Royal Bank of Canada lowered their target price on shares of Federated Hermes from $42.00 to $39.00 and […] - 2025-03-21 06:10:57
Contrasting Federated Hermes (NYSE:FHI) and Legal & General Group (OTCMKTS:LGGNY): Federated Hermes (NYSE:FHI – Get Free Report) and Legal & General Group (OTCMKTS:LGGNY – Get Free Report) are both finance companies, but which is the superior investment? We will compare the two companies based on the strength of their dividends, analyst recommendations, risk, earnings, profitability, institutional ownership and valuation. Profitability This table compares Federated Hermes […] - 2025-03-17 06:12:55
Federated Hermes (NYSE:FHI) Cut to “Buy” at StockNews.com: StockNews.com downgraded shares of Federated Hermes (NYSE:FHI – Free Report) from a strong-buy rating to a buy rating in a research report sent to investors on Tuesday morning. A number of other research analysts also recently commented on the company. JPMorgan Chase & Co. restated an “underweight” rating and set a $41.00 price objective (down […] - 2025-03-12 07:50:52
Federated Hermes, Inc. (NYSE:FHI) Receives $42.17 Consensus Price Target from Analysts: Shares of Federated Hermes, Inc. (NYSE:FHI – Get Free Report) have been assigned a consensus rating of “Hold” from the six analysts that are currently covering the company, Marketbeat.com reports. One analyst has rated the stock with a sell rating, three have issued a hold rating and two have issued a buy rating on the […] - 2025-03-07 06:26:58

FHI institutional holdings

The following institutional investment holdings of FHI have been identified

Date ETF ISIN/Name Num Shares Book value
2025-06-26 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 55,779 USD 2,457,623 1.3%

2025-06-26 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 7,727 USD 340,452

2025-06-26 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 526 USD 23,176

Total = 64,032 USD 2,821,251
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	55,779	USD 2,457,623 1.3%
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	7,727	USD 340,452
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	526	USD 23,176
Total =	64,032	USD 2,821,251

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