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Dollar Tree

691 hedge funds and large institutions have $19.2B invested in Dollar Tree in 2021 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 237 increasing their positions, 276 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-34
Holders Change %
-4.69%
% of All Funds
12.14%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
75
Increased
237
Reduced
276
Closed
100
Calls
$642M
Puts
$445M
Net Calls
+$197M
Net Calls Change
+$153M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
501
Pointe Capital Management
Michigan
$277K +$7.17K +75 +3%
FTDI
502
First Trust Direct Indexing
Massachusetts
$274K +$13.2K +138 +5%
BA
503
Bridgewater Advisors
New York
$273K -$1.43M -14,941 -84%
GCA
504
Guardian Capital Advisors
Ontario, Canada
$272K -$12.3K -125 -4%
1W
505
1776 Wealth
Georgia
$270K
LS
506
Livforsakringsbolaget Skandia
Sweden
$269K -$67K -700 -20%
FIM
507
Fernwood Investment Management
Massachusetts
$268K
SS
508
Sunbelt Securities
Texas
$266K
DMBA
509
Deseret Mutual Benefit Administrators
Utah
$266K +$154K +1,614 +139%
KPWS
510
Kestra Private Wealth Services
Texas
$265K -$25.9K -270 -9%
LCP
511
Legacy Capital Partners
Wisconsin
$261K
WMG
512
WESCAP Management Group
California
$261K
PAM
513
Paradigm Asset Management
New York
$258K -$28.7K -300 -10%
VAS
514
Vestmark Advisory Solutions
Massachusetts
$253K -$192K -2,009 -43%
HI
515
Harbour Investments
Wisconsin
$251K +$45.9K +479 +22%
1SB
516
1ST Source Bank
Indiana
$248K -$145K -1,520 -37%
EIM
517
Essex Investment Management
Massachusetts
$244K
MCM
518
MAI Capital Management
Ohio
$243K +$243K +2,536 New
SCP
519
Silverleafe Capital Partners
Tennessee
$240K -$2.35M -24,631 -91%
SFI
520
Siemens Fonds Invest
Germany
$239K +$239K +2,496 New
TMAM
521
Tokio Marine Asset Management
Japan
$239K +$239K +2,497 New
WW
522
Westshore Wealth
California
$235K +$23.5K +245 +11%
KTA
523
Keeley-Teton Advisors
Illinois
$233K +$233K +2,433 New
FSA
524
Franklin Street Advisors
North Carolina
$232K +$3.36K +35 +1%
GAM
525
Gotham Asset Management
New York
$227K -$2.28M -23,772 -91%