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Dollar Tree
DLTR

Overview Fund Activity

684 hedge funds and large institutions have $19.8B invested in Dollar Tree in 2020 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 233 increasing their positions, 225 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
684
Holders Change
+30
Holders Change %
+4.59%
% of All Funds
14.06%
Holding in Top 10
22
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+69.23%
% of All Funds
0.45%
New
121
Increased
233
Reduced
225
Closed
88
Calls
$184M
Puts
$172M
Net Calls
+$11.6M
Net Calls Change
-$11.5M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$268M
2
MC
Maverick Capital
Texas
+$178M
3
Ameriprise
Ameriprise
Minnesota
+$111M
4
Renaissance Technologies
Renaissance Technologies
New York
+$101M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$75.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$712M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$304M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$156M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$73.9M
5
JCM
Junto Capital Management
New York
-$63.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
401
Integrated Wealth Concepts
Massachusetts
$661K +$661K +7,136 New
EHWM
402
Eads & Heald Wealth Management
Georgia
$634K +$24.8K +268 +4%
MAM
403
Meeder Asset Management
Ohio
$631K +$615K +6,638 +3,793%
CA
404
Cullinan Associates
Kentucky
$630K – – –
HIA
405
Harbor Investment Advisory
Maryland
$625K -$420K -4,534 -40%
BA
406
Bridgewater Associates
Connecticut
$613K -$336K -3,629 -35%
IAA
407
Independent Advisor Alliance
North Carolina
$612K -$222K -2,392 -27%
IIM
408
Intact Investment Management
Quebec, Canada
$612K – – –
PAG
409
Private Advisor Group
New Jersey
$611K +$109K +1,178 +22%
Creative Planning
410
Creative Planning
Kansas
$602K -$12.8K -138 -2%
RIL
411
Rothschild Investment LLC
Illinois
$590K – – –
BFM
412
Boothbay Fund Management
New York
$586K -$303K -3,272 -34%
IVA
413
International Value Advisers
$582K -$335K -3,617 -37%
PP
414
PDT Partners
New York
$578K +$578K +6,238 New
Pzena Investment Management
415
Pzena Investment Management
New York
$577K +$577K +6,227 New
AC
416
Allstate Corporation
Illinois
$571K -$42.6K -460 -7%
MYLI
417
Meiji Yasuda Life Insurance
Japan
$567K – – –
Acadian Asset Management
418
Acadian Asset Management
Massachusetts
$558K +$485K +5,232 +665%
UFG
419
United Fire Group
Iowa
$556K – – –
HFS
420
Hantz Financial Services
Michigan
$556K +$1.2K +13 +0.2%
CIM
421
CIM Investment Management
Pennsylvania
$555K – – –
CG
422
Cutler Group
California
$554K +$237K +2,558 +75%
BAM
423
Belpointe Asset Management
Nevada
$554K +$400K +4,324 +260%
RCA
424
Resonant Capital Advisors
Wisconsin
$553K -$370K -3,995 -40%
DCM
425
Dupont Capital Management
Delaware
$543K +$298K +3,208 +121%
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17
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