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Dollar Tree
DLTR

Overview Fund Activity

755 hedge funds and large institutions have $22.7B invested in Dollar Tree in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 260 increasing their positions, 252 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+72
Holders Change %
+10.54%
% of All Funds
13.4%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
138
Increased
260
Reduced
252
Closed
58
Calls
$242M
Puts
$158M
Net Calls
+$83.8M
Net Calls Change
+$45.2M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$236M
2
American Century Companies
American Century Companies
Missouri
+$165M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$88M
4
DCM
Dorsal Capital Management
California
+$75.6M
5
Prudential Financial
Prudential Financial
New Jersey
+$71.3M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$185M
2
MC
Maverick Capital
Texas
-$137M
3
BlackRock
BlackRock
New York
-$127M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$80.4M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
626
Crewe Advisors
Utah
$58K +$3.23K +30 +6%
TCOV
627
Trust Company of Vermont
Vermont
$58K +$20.3K +189 +54%
MIFH
628
Migdal Insurance & Financial Holdings
Israel
$57K -$5.15K -48 -8%
CYG
629
Clean Yield Group
Vermont
$54K – – –
AAP
630
Arax Advisory Partners
Colorado
$54K +$4.43K +41 +9%
GRP
631
Global Retirement Partners
California
$53K +$1.29K +12 +2%
VCM
632
Versant Capital Management
Arizona
$51K – – –
CAAS
633
Capital Asset Advisory Services
Michigan
$50K +$50K +459 New
AL
634
ADE LLC
Maryland
$49K +$49K +450 New
FCH
635
Freestone Capital Holdings
Washington
$48.5K +$23.2K +215 +92%
APA
636
American Portfolios Advisors
New York
$46.3K -$6.48K -60 -12%
AssetMark Inc
637
AssetMark Inc
California
$45K +$7.34K +68 +19%
EI
638
Ellevest Inc
New York
$44K -$27.6K -256 -39%
CHA
639
Carmichael Hill & Associates
Maryland
$43K – – –
HIIFS
640
Harel Insurance Investments & Financial Services
Israel
$43K +$43K +123 New
WT
641
Washington Trust
Rhode Island
$42K -$6.91K -64 -14%
IA
642
Inspire Advisors
Idaho
$41K +$41K +377 New
GEA
643
Glen Eagle Advisors
New Jersey
$39.1K +$39.1K +362 New
RTC
644
Riverview Trust Company
Washington
$38K – – –
FFA
645
Freedman Financial Associates
Massachusetts
$34K +$34K +313 New
EP
646
Eudaimonia Partners
Tennessee
$33K -$4.95K -46 -13%
PMFA
647
Plante Moran Financial Advisors
Michigan
$33K – – –
GAM
648
Gemmer Asset Management
California
$33K – – –
CI
649
CX Institutional
Indiana
$33K +$14.9K +137 +83%
BCA
650
Berman Capital Advisors
Georgia
$32K – – –
24 25
26
27 28