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Dollar Tree

725 hedge funds and large institutions have $20.5B invested in Dollar Tree in 2021 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 261 increasing their positions, 271 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
-24
Holders Change %
-3.2%
% of All Funds
12.66%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
85
Increased
261
Reduced
271
Closed
101
Calls
$365M
Puts
$321M
Net Calls
+$43.3M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PK
601
Pflug Koory
Nebraska
$76K +$41.3K +416 +119%
MHR
602
Matthew Hamilton Rosenberg
$74K
IAIM
603
International Assets Investment Management
Florida
$73K -$73K -21,487 -50%
JIR
604
James Investment Research
Ohio
$72K +$72K +720 New
NSIM
605
North Star Investment Management
Illinois
$71K
SOW
606
State of Wyoming
Wyoming
$70K +$70K +700 New
First Manhattan
607
First Manhattan
New York
$69K
PFGIA
608
Patriot Financial Group Insurance Agency
Massachusetts
$67K +$35K +352 +109%
RIM
609
Rockbridge Investment Management
New York
$66K
CCA
610
Column Capital Advisors
Indiana
$61K
LWA
611
Lenox Wealth Advisors
New York
$59K +$8.56K +86 +17%
APA
612
American Portfolios Advisors
New York
$55.1K -$2.59K -26 -4%
CI
613
CX Institutional
Indiana
$50K +$12.2K +123 +32%
CYG
614
Clean Yield Group
Vermont
$50K +$50K +500 New
CA
615
Crewe Advisors
Utah
$47K -$7.83K -79 -14%
VCM
616
Versant Capital Management
Arizona
$47K -$394 -4 -0.8%
TCOV
617
Trust Company of Vermont
Vermont
$47K
EI
618
Ellevest Inc
New York
$46K +$5.86K +59 +15%
OIA
619
Optimum Investment Advisors
Illinois
$45K
AL
620
ADE LLC
Maryland
$45K
AssetMark Inc
621
AssetMark Inc
California
$45K +$5.43K +55 +14%
OSAM
622
O'Shaughnessy Asset Management
Connecticut
$43K +$3.9K +39 +10%
CFN
623
Cordasco Financial Network
Florida
$40K
BCA
624
Berman Capital Advisors
Georgia
$40K +$5.18K +53 +15%
WT
625
Washington Trust
Rhode Island
$38K