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Dollar Tree

821 hedge funds and large institutions have $30.7B invested in Dollar Tree in 2022 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 264 increasing their positions, 305 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+10
Holders Change %
+1.23%
% of All Funds
13.25%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.27%
New
106
Increased
264
Reduced
305
Closed
82
Calls
$545M
Puts
$1.26B
Net Calls
-$711M
Net Calls Change
-$927M
Name Holding Trade Value Shares
Change
Shares
Change %
DACS
426
Dymon Asia Capital (Singapore)
Singapore
$871K -$1.65M -11,672 -65%
GVAG
427
Great Valley Advisor Group
Delaware
$863K -$107K -758 -11%
IC
428
IEQ Capital
California
$861K -$234K -1,656 -21%
LA
429
Lifeworks Advisors
Michigan
$854K +$3.82K +27 +0.4%
EF
430
Empirical Finance
Pennsylvania
$843K +$52.2K +369 +7%
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$832K -$131K -929 -14%
API
432
Advisor Partners II
California
$827K +$145K +1,025 +21%
MGP
433
Metis Global Partners
California
$800K +$346K +2,448 +76%
MA
434
Montag & Associates
Georgia
$798K
NAM
435
NorthCrest Asset Manangement
Minnesota
$784K -$4.1K -29 -0.5%
ICM
436
Intrepid Capital Management
Florida
$780K
RJT
437
Raymond James Trust
Florida
$772K +$25.9K +183 +3%
CPO
438
Cerity Partners OCIO
New York
$762K -$566 -4 -0.1%
LBC
439
Lowe Brockenbrough & Co
Virginia
$760K -$212K -1,500 -22%
TI
440
Tidal Investments
Wisconsin
$751K +$132K +931 +21%
SWP
441
Stratos Wealth Partners
Ohio
$747K -$47.9K -339 -6%
MIH
442
Meitav Investment House
Israel
$739K
CIR
443
Clear Investment Research
Georgia
$735K
CUAMC
444
China Universal Asset Management Company
China
$733K -$81.8K -578 -10%
SI
445
Stephens Inc
Arkansas
$729K +$16.5K +117 +2%
EP
446
Edgestream Partners
New Jersey
$724K +$724K +5,122 New
PIC
447
PCJ Investment Counsel
Ontario, Canada
$721K -$354K -2,500 -33%
IAA
448
Independent Advisor Alliance
North Carolina
$715K -$62.9K -1,281 -8%
NHC
449
Nicholas Hoffman & Company
Georgia
$714K +$2.83K +20 +0.4%
RCA
450
Resonant Capital Advisors
Wisconsin
$713K -$42.1K -298 -6%