Ray Dalio Federated Hermes, Inc. Transaction History

Bridgewater Associates, LP

$20.7 Billion
Q1 2025

A detailed history of Ray Dalio (Bridgewater Associates, LP) transactions in Federated Hermes, Inc. stock. As of the latest transaction made, Bridgewater Associates, LP holds 118,005 shares of FHI stock, worth $5.22 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

118,005

Previous 112,387 5.0%

Holding current value

$5.22 Million

Previous $4.62 Million 4.13%

% of portfolio

0.02%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$37.58 - $41.51 $211,124 - $233,203	5,618 Added 5.0%	118,005 $4.81 Million
Q4 2024 Feb 13, 2025	BUY	$36.01 - $43.31 $1.38 Million - $1.65 Million	38,194 Added 51.48%	112,387 $4.62 Million
Q3 2024 Nov 13, 2024	SELL	$32.18 - $37.3 $298,212 - $345,659	-9,267 Reduced 11.1%	74,193 $2.73 Million
Q2 2024 Aug 14, 2024	SELL	$31.65 - $36.79 $3.45 Million - $4.01 Million	-108,873 Reduced 56.61%	83,460 $2.74 Million
Q1 2024 May 14, 2024	SELL	$33.27 - $36.43 $986,954 - $1.08 Million	-29,665 Reduced 13.36%	192,333 $6.95 Million
Q4 2023 Feb 14, 2024	BUY	$30.46 - $34.22 $1.68 Million - $1.88 Million	55,035 Added 32.96%	221,998 $7.52 Million
Q3 2023 Nov 13, 2023	BUY	$32.42 - $36.86 $2.13 Million - $2.42 Million	65,767 Added 64.99%	166,963 $5.66 Million
Q2 2023 Aug 11, 2023	BUY	$34.43 - $44.0 $377,077 - $481,888	10,952 Added 12.14%	101,196 $3.63 Million
Q1 2023 May 12, 2023	SELL	$37.29 - $40.85 $3.06 Million - $3.35 Million	-82,051 Reduced 47.62%	90,244 $3.62 Million
Q4 2022 Feb 13, 2023	BUY	$30.88 - $38.31 $3.14 Million - $3.9 Million	101,751 Added 144.24%	172,295 $6.26 Million
Q3 2022 Nov 10, 2022	BUY	$32.12 - $35.72 $717,849 - $798,306	22,349 Added 46.37%	70,544 $2.34 Million
Q2 2022 Aug 11, 2022	BUY	$28.38 - $34.91 $1.07 Million - $1.32 Million	37,759 Added 361.81%	48,195 $1.53 Million
Q1 2022 May 13, 2022	SELL	$30.21 - $39.16 $208,026 - $269,655	-6,886 Reduced 39.75%	10,436 $355,000
Q4 2021 Feb 14, 2022	SELL	$31.56 - $37.87 $660,108 - $792,088	-20,916 Reduced 54.7%	17,322 $651,000
Q3 2021 Nov 12, 2021	BUY	$29.52 - $34.55 $151,112 - $176,861	5,119 Added 15.46%	38,238 $1.24 Million
Q2 2021 Aug 13, 2021	BUY	$28.8 - $34.62 $116,035 - $139,483	4,029 Added 13.85%	33,119 $1.12 Million
Q1 2021 May 14, 2021	BUY	$26.72 - $31.49 $295,683 - $348,468	11,066 Added 61.4%	29,090 $911,000
Q4 2020 Feb 12, 2021	BUY	$21.28 - $30.04 $383,550 - $541,440	18,024 New	18,024 $521,000
Q1 2020 May 14, 2020	SELL	$13.07 - $37.45 $273,215 - $782,854	-20,904 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$30.49 - $34.43 $637,362 - $719,724	20,904 New	20,904 $681,000
Q1 2019 May 14, 2019	SELL	$25.09 - $30.4 $340,722 - $412,832	-13,580 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	$22.17 - $27.13 $301,068 - $368,425	13,580 New	13,580 $361,000

Others Institutions Holding FHI

# of Institutions

346

Shares Held

58.6M

Call Options Held

9.2K

Put Options Held

21.6K

View Full List

About FEDERATED HERMES, INC.

Ticker FHI
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 89,132,704
Market Cap $3.94B
Description
Federated Hermes, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipa...

More about FHI

Track Ray Dalio's Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bridgewater Associates, LP, based on Form 13F filings with the SEC.

News

Stay updated on Bridgewater Associates, LP and Ray Dalio with notifications on news.

Account