FEDERATED HERMES, INC.
Q4 2023 13F-HR Holdings
Net value change ($000)
+2,755,442
(7.3%)
New positions
186
Sold out positions
235
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q3 2023
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| MSFT | 189,544 | 28.0% |
| CRWD | 131,454 | 89.7% |
| GDDY | 99,410 | 4892.2% |
| USB | 98,570 | 31.1% |
| WING | 88,531 | 45.2% |
| MS | 83,193 | 275.7% |
| ABBV | 78,789 | 28.5% |
| NVDA | 78,570 | 31.7% |
| TFC | 77,534 | 26.6% |
| AVGO | 77,242 | 91.6% |
Top Reduces (Value $000, Stocks/ETFs)
| AMGN | -171,025 | -25.5% |
| WMB | -133,055 | -29.0% |
| SPLUNK INC | -123,415 | -100.0% |
| CSCO | -100,470 | -72.2% |
| PFE | -84,379 | -18.0% |
| LLY | -66,790 | -34.1% |
| OKTA | -60,493 | -62.3% |
| LYB | -60,167 | -11.2% |
| Unilever PLC | -57,946 | -45.4% |
| PM | -55,932 | -7.5% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
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