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Dollar Tree
DLTR

Overview Fund Activity

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

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
$296M
2
MIP
Mondrian Investment Partners
United Kingdom
$136M
3
CWM
CIBC World Markets
New York
$97.8M
4
Wells Fargo
Wells Fargo
California
$237M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$105M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$498M
2
Lazard Asset Management
Lazard Asset Management
New York
$413M
3
BlackRock
BlackRock
New York
$1.66B
4
Macquarie Group
Macquarie Group
Australia
$545M
5
BWA
Brave Warrior Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NSB
676
Norway Savings Bank
Maine
$2K – – –
FMTCOCP
677
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
SWA
678
SOA Wealth Advisors
New York
$2K – – –
APWA
679
Atlas Private Wealth Advisors
New Jersey
$2K – – –
MCM
680
MV Capital Management
Maryland
$2K +$1.46K +19 +271%
BIA
681
Bell Investment Advisors
California
$2K +$2K +20 New
YAL
682
Your Advocates Ltd
Texas
$2K +$2K +25 New
KFS
683
Kelly Financial Services
Massachusetts
$1.72K -$170K -1,773 -99%
HPC
684
HM Payson & Co
Maine
$1K -$800 -8 -44%
WAS
685
Winch Advisory Services
Wisconsin
$1K – – –
VNA
686
Valley National Advisers
Pennsylvania
$1K – – –
UFF
687
USA Financial Formulas
Michigan
$1K – – –
MA
688
MCF Advisors
Kentucky
$1K +$1K +9 New
HI
689
Hudock Inc
Pennsylvania
$1K +$1K +16 New
ED
690
Exane Derivatives
France
$574 – – –
WIM
691
Westside Investment Management
California
$4 – – –
BWA
692
Brave Warrior Advisors
New York
– -$94.5M -949,378 Closed
RP
693
RR Partners
New York
– -$84.6M -849,865 Closed
Boston Partners
694
Boston Partners
Massachusetts
– -$73.3M -736,377 Closed
Renaissance Technologies
695
Renaissance Technologies
New York
– -$43.5M -437,285 Closed
FCM
696
Freshford Capital Management
New York
– -$30.7M -308,237 Closed
SCM
697
Snyder Capital Management
California
– -$17.7M -178,269 Closed
IP
698
Interval Partners
New York
– -$14.9M -150,000 Closed
MCM
699
Maple Capital Management
Vermont
– -$12.1M -119,299 Closed
NFAM
700
North Fourth Asset Management
New Jersey
– -$10.4M -105,000 Closed
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