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Dollar Tree

691 hedge funds and large institutions have $25.5B invested in Dollar Tree in 2019 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 225 increasing their positions, 268 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
691
Holders Change
-29
Holders Change %
-4.03%
% of All Funds
15.18%
Holding in Top 10
23
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15%
% of All Funds
0.51%
New
64
Increased
225
Reduced
268
Closed
89
Calls
$237M
Puts
$296M
Net Calls
-$59.3M
Net Calls Change
-$81M
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
676
Kelly Financial Services
Massachusetts
$2.06K
FPB
677
First PREMIER Bank
South Dakota
$2K
HCM
678
Hilton Capital Management
New York
$2K
LWM
679
Lenox Wealth Management
Ohio
$2K
FMTCOCP
680
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
TFA
681
Transamerica Financial Advisors
Florida
$2K +$1.8K +9 +900%
EI
682
Ellevest Inc
New York
$2K +$2K +14 New
UFF
683
USA Financial Formulas
Michigan
$2K +$2K +16 New
LGWM
684
Litman Gregory Wealth Management
California
$1K -$1K -13 -50%
WAS
685
Winch Advisory Services
Wisconsin
$1K
GWMIA
686
Global Wealth Management Investment Advisory
Florida
$1K
HPC
687
HM Payson & Co
Maine
$1K
PCM
688
Prelude Capital Management
New York
$1K +$1K +8 New
ED
689
Exane Derivatives
France
$571
MCM
690
Marsico Capital Management
Colorado
-$138M -1,282,223 Closed
SV
691
Starboard Value
New York
-$59.7M -555,574 Closed
MWNA
692
Marshall Wace North America
New York
-$30.3M -281,964 Closed
BGI
693
BlueDrive Global Investors
United Kingdom
-$27.5M -255,900 Closed
Marshall Wace
694
Marshall Wace
United Kingdom
-$27.1M -252,304 Closed
HCM
695
Hoplite Capital Management
New York
-$26M -242,048 Closed
GAM
696
Gotham Asset Management
New York
-$23.5M -218,855 Closed
CC
697
Carlson Capital
Texas
-$22M -205,116 Closed
N
698
Natixis
France
-$15.1M -140,427 Closed
Jacobs Levy Equity Management
699
Jacobs Levy Equity Management
New Jersey
-$14M -129,970 Closed
SEC
700
Seven Eight Capital
New York
-$12.8M -118,884 Closed