FHI
Federated Hermes, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2015 | 43Q | $19 | $54 | +180% |
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $32 | $54 | +73% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $31 | $54 | +74% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $31 | $54 | +74% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $31 | $54 | +74% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $31 | $54 | +74% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| D.E. Shaw | Q3 2024 | Q2 2026 | → $54 | +72% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | → $54 | -1% |
| Maverick Capital | Q2 2020 | Q4 2020 | → $23 | +48% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at FEDERATED HERMES, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 9, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-263721Jun 9, 2026
- Form 40001193125-26-239241May 26, 2026
- Form 40001193125-26-239242May 26, 2026
- Form 40001193125-26-228877May 18, 2026
- Form 40001193125-26-226869May 15, 2026
- Form 40001193125-26-214897May 8, 2026
- Form 40001193125-26-203958May 4, 2026
- Form 40001193125-26-203957May 4, 2026
- Form 40001193125-26-203956May 4, 2026
- Form 40001193125-26-203955May 4, 2026
- Form 40001193125-26-203954May 4, 2026
- Form 40001193125-26-108452Mar 16, 2026
- Form 40001193125-26-108448Mar 16, 2026
- Form 40001193125-26-096447Mar 6, 2026
- Form 40001193125-26-096445Mar 6, 2026
Fundamentals
XBRL · Federated Hermes, Inc.Annual figures sourced directly from Federated Hermes, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for FEDERATED HERMES, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 1, 2026
- 8-KMaterial eventApr 30, 2026
- 8-KMaterial eventApr 9, 2026
- 10-KAnnual reportFeb 27, 2026
- 8-KMaterial eventJan 30, 2026
- 8-KMaterial eventJan 29, 2026
- 8-KMaterial eventDec 2, 2025
- 10-QQuarterly reportOct 31, 2025
- 8-KMaterial eventOct 30, 2025
- 8-KMaterial eventOct 23, 2025
- 10-QQuarterly reportAug 1, 2025
- 8-KMaterial eventJul 31, 2025
- 10-QQuarterly reportApr 25, 2025
- 8-KMaterial eventApr 24, 2025
- 8-KMaterial eventApr 7, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $0.00 | — | +0% |
| Citadel Advisors | Q2 2026 | open | $54 | $54 | +1% |
| Citadel Advisors | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2026 | open | $0.00 | — | +0% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $54 | $54 | -1% |
| Citadel Advisors | Q4 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | Q4 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2025 | Q1 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | Q2 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q4 2024 | Q1 2025 | $0.00 | — | +0% |
| Citadel Advisors | Q3 2024 | Q1 2026 | $31 | $54 | +74% |
| Citadel Advisors | Q3 2024 | Q2 2026 | $0.00 | — | +0% |
| Two Sigma Investments | Q3 2024 | open | $31 | $54 | +74% |
| D.E. Shaw | Q3 2024 | Q2 2026 | $31 | $54 | +72% |
| AQR Capital Management | Q3 2024 | open | $31 | $54 | +74% |
| Millennium Management | Q3 2024 | open | $31 | $54 | +74% |
| Renaissance Technologies | Q3 2024 | open | $32 | $54 | +73% |
| Bridgewater Associates | Q1 2021 | open | $23 | $56 | +142% |
| Maverick Capital | Q2 2020 | Q4 2020 | $15 | $23 | +48% |
| Bridgewater Associates | Q1 2020 | Q2 2020 | $27 | $16 | -42% |
| Bridgewater Associates | Q1 2019 | Q2 2019 | $20 | $23 | +11% |
| Bridgewater Associates | Q4 2015 | Q1 2016 | $19 | $15 | -25% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.