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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 %
1SB
526
1ST Source Bank
Indiana
$351K
CSPIA
527
Cary Street Partners Investment Advisory
Virginia
$349K -$429K -3,034 -55%
KeyBank National Association
528
KeyBank National Association
Ohio
$348K -$1.13K -8 -0.3%
EARNEST Partners
529
EARNEST Partners
Georgia
$347K -$40.6K -287 -10%
CA
530
Continuum Advisory
Idaho
$343K -$10.7K -76 -3%
II
531
Inspire Investing
Idaho
$342K -$493K -3,489 -59%
CAM
532
Claret Asset Management
Quebec, Canada
$342K +$565 +4 +0.2%
HIC
533
Holderness Investments Company
North Carolina
$341K +$13.4K +95 +4%
HI
534
Horizon Investments
North Carolina
$337K +$21.7K +153 +7%
DBRC
535
D.B. Root & Company
Pennsylvania
$332K -$25.5K -180 -7%
RSWM
536
Robertson Stephens Wealth Management
California
$330K -$1.56K -11 -0.5%
FMAEN1
537
Fund Management at Engine No 1
California
$328K +$40.7K +288 +14%
HT
538
Headlands Technologies
Illinois
$326K +$326K +2,308 New
QCG
539
Quadrant Capital Group
Ohio
$324K +$11.3K +80 +4%
AA
540
ALPS Advisors
Colorado
$322K -$1.7K -12 -0.5%
KA
541
Kintegral Advisory
New York
$320K +$320K +2,265 New
SAI
542
Systematic Alpha Investments
New Jersey
$320K
FFM
543
Forum Financial Management
Illinois
$320K -$2.97K -21 -0.9%
BG
544
Bahl & Gaynor
Ohio
$317K +$5.38K +38 +2%
PCM
545
Pointe Capital Management
Michigan
$316K +$82.9K +586 +36%
Dimensional Fund Advisors
546
Dimensional Fund Advisors
Texas
$307K +$836 +5,911 +0.3%
VAG
547
VisionPoint Advisory Group
Texas
$306K +$306K +2,062 New
MNBTD
548
Moody National Bank Trust Division
Texas
$306K
GHA
549
GW Henssler & Associates
Georgia
$303K +$707 +5 +0.2%
WW
550
Westshore Wealth
California
$303K