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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 %
AssetMark Inc
626
AssetMark Inc
California
$207K +$178K +1,260 +630%
NAS
627
Nicolet Advisory Services
Wisconsin
$206K +$206K +1,395 New
MS
628
Maven Securities
Jersey
$205K +$205K +1,452 New
GF
629
Gabelli Funds
New York
$205K +$205K +1,450 New
KFP
630
KB Financial Partners
New Jersey
$205K -$37.9K -268 -16%
ESCM
631
Echo Street Capital Management
New York
$205K +$205K +1,448 New
ECM
632
Evergreen Capital Management
Washington
$201K -$8.63K -61 -4%
SIM
633
Sentry Investment Management
Wisconsin
$199K -$18.8K -133 -9%
PA
634
Parallel Advisors
California
$190K -$29.7K -210 -13%
MIP
635
Mondrian Investment Partners
United Kingdom
$189K -$18.8M -132,621 -99%
BAM
636
Byrne Asset Management
New Jersey
$186K -$36.1K -255 -16%
BAM
637
Belpointe Asset Management
Nevada
$177K +$35.4K +250 +25%
PTC
638
Private Trust Company
Ohio
$176K -$34K -240 -16%
HIIFS
639
Harel Insurance Investments & Financial Services
Israel
$174K +$174K +1,223 New
Bessemer Group
640
Bessemer Group
New Jersey
$170K -$77.6K -548 -31%
PK
641
Pflug Koory
Nebraska
$164K
IPAM
642
ICICI Prudential Asset Management
India
$157K +$40.7K +288 +35%
PVH
643
Psagot Value Holdings
Israel
$156K +$156K +1,100 New
CWP
644
Concord Wealth Partners
Virginia
$152K +$152K +1,076 New
DMBA
645
Deseret Mutual Benefit Administrators
Utah
$147K -$122K -866 -45%
CF
646
Centaurus Financial
California
$136K -$23.9K -169 -15%
KFI
647
Key Financial Inc
Pennsylvania
$125K
TWM
648
Tradition Wealth Management
Minnesota
$122K +$141 +1 +0.1%
GBT
649
Grove Bank & Trust
Florida
$115K +$115K +812 New
MHR
650
Matthew Hamilton Rosenberg
$115K