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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 %
Bank Julius Baer & Co
526
Bank Julius Baer & Co
Switzerland
$227K +$2.78K +29 +1%
VPIM
527
Vanguard Personalized Indexing Management
California
$225K -$82K -855 -27%
KeyBank National Association
528
KeyBank National Association
Ohio
$223K -$8.04K -84 -3%
MCC
529
Malaga Cove Capital
California
$222K +$222K +2,323 New
TAM
530
Trust Asset Management
Texas
$218K +$14.2K +149 +7%
ER
531
Enlightenment Research
Florida
$218K +$218K +2,281 New
AOWM
532
Alpha Omega Wealth Management
Virginia
$212K
WTC
533
WhitTier Trust Company
Nevada
$212K +$48.2K +504 +29%
IC
534
IEQ Capital
California
$212K +$212K +2,215 New
IC
535
Intersect Capital
California
$211K
EI
536
Ethic Inc
New York
$208K +$7.45K +78 +4%
William Blair & Company
537
William Blair & Company
Illinois
$208K +$208K +2,175 New
FIM
538
Freedom Investment Management
Connecticut
$202K +$5.66K +59 +3%
SW
539
SVB Wealth
Massachusetts
$201K -$21.9K -230 -10%
GC
540
Grace Capital
Massachusetts
$200K
APP
541
Alpha Paradigm Partners
Illinois
$199K -$1.43M -14,865 -88%
WA
542
WestEnd Advisors
North Carolina
$191K -$199K
EWM
543
Evermay Wealth Management
Virginia
$189K -$110K -1,150 -37%
GLLW
544
Graves Light Lenhart Wealth
Virginia
$189K -$19.4K -202 -9%
QCG
545
Quadrant Capital Group
Ohio
$186K -$3.35K -35 -2%
BFEC
546
Benjamin F. Edwards & Company
Missouri
$184K
CM
547
Capula Management
Cayman Islands
$174K +$174K +1,820 New
Rockefeller Capital Management
548
Rockefeller Capital Management
New York
$148K -$126K -1,320 -46%
BG
549
Bollard Group
Massachusetts
$147K
GEA
550
Glen Eagle Advisors
New Jersey
$144K +$9.57K +100 +7%