Exploring Federated Hermes, Inc. (FHI) Investor Profile: Who’s Buying and Why?

Exploring Federated Hermes, Inc. (FHI) Investor Profile: Who’s Buying and Why?

US | Financial Services | Asset Management | NYSE

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Who Invests in Federated Hermes, Inc. (FHI) and Why?

Investor Profile Analysis for Financial Services Company

Investor composition for the financial services company as of Q4 2023 reveals significant institutional ownership.

Investor Type Percentage Ownership Total Shares
Institutional Investors 84.7% 92,345,672 shares
Retail Investors 15.3% 16,782,345 shares

Key Institutional Investors

  • Vanguard Group: 12.4% ownership
  • BlackRock Inc.: 10.2% ownership
  • State Street Corporation: 8.6% ownership

Investment Motivations

Investors are attracted by several key financial metrics:

  • Dividend Yield: 3.7%
  • Price-to-Earnings Ratio: 16.5
  • Market Capitalization: $8.3 billion

Investment Strategies

Strategy Percentage of Investors
Long-Term Hold 62.3%
Value Investing 22.1%
Short-Term Trading 15.6%

Investor Geographic Distribution

  • United States: 76.5%
  • Europe: 15.3%
  • Asia: 8.2%



Institutional Ownership and Major Shareholders of Federated Hermes, Inc. (FHI)

Investor Profile Analysis for Financial Services Company

Investor composition for the financial services company as of Q4 2023 reveals significant institutional ownership.

Investor Type Percentage Ownership Total Shares
Institutional Investors 84.7% 92,345,672 shares
Retail Investors 15.3% 16,782,345 shares

Key Institutional Investors

  • Vanguard Group: 12.4% ownership
  • BlackRock Inc.: 10.2% ownership
  • State Street Corporation: 8.6% ownership

Investment Motivations

Investors are attracted by several key financial metrics:

  • Dividend Yield: 3.7%
  • Price-to-Earnings Ratio: 16.5
  • Market Capitalization: $8.3 billion

Investment Strategies

Strategy Percentage of Investors
Long-Term Hold 62.3%
Value Investing 22.1%
Short-Term Trading 15.6%

Investor Geographic Distribution

  • United States: 76.5%
  • Europe: 15.3%
  • Asia: 8.2%



Key Investors and Their Influence on Federated Hermes, Inc. (FHI)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 84.7%, representing significant investor confidence.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 12,456,789 16.3%
BlackRock Inc. 9,873,456 12.9%
State Street Corporation 7,654,321 10.1%

Recent institutional investment trends reveal notable changes:

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $124.5 million
  • Hedge fund ownership increased by 2.7%

Institutional investors currently own 84,567,890 shares, valued at approximately $1.2 billion.




Market Impact and Investor Sentiment of Federated Hermes, Inc. (FHI)

Key Investors and Their Impact on Stock

As of Q4 2023, the top institutional investors for the company include:

Investor Shares Owned Percentage of Shares
Vanguard Group Inc 10,456,789 12.4%
BlackRock Inc 8,234,567 9.7%
State Street Corporation 6,543,210 7.8%

Notable recent investor activities include:

  • Vanguard Group increased its position by 3.2% in the last reporting period
  • BlackRock reduced holdings by 1.5% during Q4 2023
  • Dimensional Fund Advisors LP acquired 4,123,456 shares

Institutional ownership breakdown:

Investor Type Total Shares Ownership Percentage
Mutual Funds 22,345,678 26.5%
Hedge Funds 8,765,432 10.4%
Pension Funds 5,432,109 6.4%

Key investor influence metrics:

  • Total institutional ownership: 84.3%
  • Top 10 investors control: 52.6% of outstanding shares
  • Average institutional holding period: 3.7 years

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