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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 %
Bessemer Group
551
Bessemer Group
New Jersey
$142K -$81.3M -850,999 -100%
IA
552
IFP Advisors
Florida
$124K +$34.4K +358 +38%
PH
553
Pinnacle Holdings
Oklahoma
$105K +$105K +1,099 New
GWM
554
Geneos Wealth Management
Colorado
$102K +$19.6K +200 +24%
PK
555
Pflug Koory
Nebraska
$99K +$25.9K +271 +35%
CA
556
Clearstead Advisors
Ohio
$98K +$21.3K +223 +28%
AF
557
Advisornet Financial
Minnesota
$96K -$19.2K -200 -17%
RFA
558
Reilly Financial Advisors
California
$96K +$96K +1,000 New
PFGIA
559
Patriot Financial Group Insurance Agency
Massachusetts
$94K +$29.2K +303 +45%
KFI
560
Key Financial Inc
Pennsylvania
$88K
S
561
SignatureFD
Georgia
$85K +$7.16K +75 +9%
DFCM
562
Dark Forest Capital Management
Puerto Rico
$85K +$85K +884 New
PA
563
Parallel Advisors
California
$83K +$8.19K +86 +11%
CWP
564
Concord Wealth Partners
Virginia
$82K -$22.7K -236 -22%
Acadian Asset Management
565
Acadian Asset Management
Massachusetts
$75K -$133K -1,397 -64%
MHR
566
Matthew Hamilton Rosenberg
$73K +$1.25K +13 +2%
NFG
567
Next Financial Group
Texas
$70K -$1.99K -21 -3%
MAM
568
Meeder Asset Management
Ohio
$69K -$17.3K -180 -20%
NSIM
569
North Star Investment Management
Illinois
$68K
First Manhattan
570
First Manhattan
New York
$67K
RIM
571
Rockbridge Investment Management
New York
$63K
MIFH
572
Migdal Insurance & Financial Holdings
Israel
$63K +$63K +661 New
CCA
573
Column Capital Advisors
Indiana
$59K
FCB
574
First Command Bank
Texas
$57K -$37.3K -393 -40%
FCFS
575
First Command Financial Services
Texas
$57K -$37.3K -393 -40%