FEDERATED HERMES 13F REVEALS Q4 2023 EQUITY HOLDINGS

TL;DR

**Federated Hermes just dropped its Q4 2023 13F, showing their equity plays as of year-end.**

AI Summary

Federated Hermes, Inc. (FHI) filed its 13F-HR on January 31, 2024, disclosing its equity holdings as of December 31, 2023. The filing indicates that FHI, through its wholly-owned subsidiaries Federated Investment Counseling (FIC) and Federated Investment Management Company (FIM), shares investment discretion over the reported investments. This matters to investors because it provides transparency into the firm's portfolio strategy and significant holdings, offering insights into the types of assets FHI is managing for its clients and potentially influencing market sentiment for those underlying securities.

Why It Matters

This filing offers a snapshot of Federated Hermes' investment strategy and significant holdings, which can influence market perception of the underlying securities and provide insight into the firm's asset allocation decisions.

Risk Assessment

Risk Level: low — This filing is a routine disclosure of past holdings and does not inherently introduce new financial risks to the company or its investors.

Analyst Insight

Investors should review the full holdings report (not provided in this excerpt) to understand specific stock allocations and compare them against their own investment theses or other institutional filings to identify potential trends or divergences in investment strategy.

Key Numbers

• 028-04375 — SEC File Number (identifies Federated Hermes' registration with the SEC)
• 0001056288 — Central Index Key (CIK) (unique identifier for Federated Hermes in SEC filings)
• 1231 — Fiscal Year End (Federated Hermes' fiscal year ends on December 31st)

Key Players & Entities

• FEDERATED HERMES, INC. (company) — the filer of the 13F-HR
• Federated Investment Counseling (FIC) (company) — a wholly-owned subsidiary of Federated Hermes exercising investment discretion
• Federated Investment Management Company (FIM) (company) — a wholly-owned subsidiary of Federated Hermes exercising investment discretion
• December 31, 2023 (date) — the period of report for the disclosed holdings
• January 31, 2024 (date) — the filing date of the 13F-HR

Forward-Looking Statements

• Federated Hermes will continue to utilize its subsidiaries, FIC and FIM, to manage specific investment portfolios. (Federated Hermes, Inc.) — high confidence, target: 2024-12-31
• The next 13F-HR filing by Federated Hermes will likely show adjustments to their equity holdings based on market performance and strategic shifts during Q1 2024. (Federated Hermes, Inc.) — medium confidence, target: 2024-05-15

FAQ

Filing Documents

• primary_doc.html (13F-HR)
• primary_doc.xml (13F-HR) — 8KB
• infotable.html (INFORMATION TABLE)
• infotable.xml (INFORMATION TABLE) — 1743KB
• 0001623632-24-000202.txt ( ) — 1753KB

From the Filing

SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 12-31-2023 Check here if Amendment    Amendment Number: This Amendment (Check only one.):    is a restatement.    adds new holdings entries. Institutional Investment Manager Filing this Report: Name: FEDERATED HERMES, INC. Address: 1001 Liberty Avenue Pittsburgh , PA   15222 Form 13F File Number: 028-04375 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Megan Dolan Title: Senior Investment Management Compliance Officer Phone: 412-288-6518 Signature, Place, and Date of Signing: /s/Megan Dolan Pittsburgh ,  PA 01-31-2024 [Signature] [City, State] [Date] Federated Hermes, Inc.(Federated Hermes) is affiliated with the institutional investment managers listed on the summary page of this Form 13F in the manner described below.By virtue of Rule 13F-1(b) under the Securities Exchange Act of 1934, Federated Hermes is deemed to share investment discretion over all investments reported herein.This filing does not constitute an admission that such investment discretion does in fact exist, but is made solely to comply with applicable law.The information set forth below is numbered to correspond with the names of the other parties with respect to which this schedule is filed as listed at the bottom of the cover page hereof: 1.Federated Investment Counseling (FIC) is an Investment Adviser to certain Federated Funds, Federated International Funds, PLC, Federated Unit Trust, and certain private investment accounts.FIC is a wholly-owned subsidiary of Federated Hermes.Federated Hermes exercises investment discretion over certain investments as reported by FIC.FIC exercises investment discretion over the investments identified with the number 1 under Item 7 in the attached tables.This filing is made on behalf of FIC with respect to all investments over which it exercises investment discretion.2.Federated Investment Management Company (FIM) is the Investment Adviser to certain Federated Funds.FIM is a wholly-owned subsidiary of Federated Hermes.Subject to guidelines established by the Boards of Trustees or Directors of the aforementioned Funds, FIM exercises investment discretion over the investments identified with the number 2 under Item 7 in the attached tables.This filing is made on behalf of FIM with respect to all investments over which it exercises investment discretion.8.Federated Advisory Services Company (FASC) is an Investment Adviser that provides investment advice and other services to related advisers.9.Federated Equity Management Company of Pennsylvania (FEMCOPA) is the Investment Adviser to certain Federated Funds.FEMCOPA is a wholly-owned subsidiary of Federated Hermes.Subject to guidelines established by the Boards of Trustees or Directors of the aforementioned Funds, FEMCOPA exercises investment discretion over the investments identified with the number 9 under Item 7 in the attached tables.This filing is made on behalf of FEMCOPA with respect to all investments over which it exercises investment discretion.21.Federated Global Investment Management Corp.(Global) is the Investment Adviser to certain Federated Funds and certain private investment accounts.Global is a wholly-owned subsidiary of Federated Hermes.Subject to guidelines established by the Board of Trustees or Directors of the aforementioned Funds, Global exercises investment discretion over the investments identified with the number 21 under Item 7 in the attached tables.This filing is made on behalf of Global with respect to all investments over which it exercises investment discretion.22.Federated MDT Advisers (MDT) is the Investment Adviser to certain Federated Funds and certain private investment accounts.MDT is a wholly-owned subsidiary of Federated Hermes.Subject to guidelines established by the Boards of Trustees or Directors of the aforementioned Funds, MDT exercises investment discretion over the investments identified with the number 22 under Item 7 in the attached tables.This filing is made on behalf of MDT with respect to all investments over which it exercises investment discretio

View Full Filing

View this 13F-HR filing on SEC EDGAR