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David Shaw’s Federated Hermes FHI Stock Holding History

David Shaw’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-20,700
Closed -$596K – 4382
2013
Q4 		$596K Hold
20,700
– – ﹤0.01% 3601
2013
Q3 		$562K Hold
20,700
– – ﹤0.01% 3498
2013
Q2 		$567K Buy
+20,700
New +$525K ﹤0.01% 3152

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

David Shaw's FHI Position: Q1 2026 in Review

David Shaw sold out of Federated Hermes (FHI) in Q1 2026, closing a stake of 4,371 shares — an estimated $228K sold.

David Shaw first reported a position in FHI in Q3 2013 and held it in 42 quarters. The position peaked at $29.8M in Q4 2023. 400 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • David Shaw reported no remaining Federated Hermes position as of Q1 2026 after selling out during the quarter.
  • David Shaw sold 4,371 Federated Hermes shares in Q1 2026, an estimated $228K.
  • David Shaw first reported a position in Federated Hermes in Q3 2013 and held it in 42 quarters.
  • David Shaw's Federated Hermes position peaked at $29.8M in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.