We are live on ! Find out more

618 hedge funds and large institutions have $11.9B invested in Hershey in 2013 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 183 increasing their positions, 218 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 34

6% more funds holding

Funds holding: 584618 (+34)

1.17% less ownership

Funds ownership: 76.23%75.07% (-1.2%)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.7B)

16% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 218

29% less call options, than puts

Call options by funds: $44.5M | Put options by funds: $62.3M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
618
Holders Change
+34
Holders Change %
+5.82%
% of All Funds
17.94%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.2%
New
73
Increased
183
Reduced
218
Closed
34
Calls
$44.5M
Puts
$62.3M
Net Calls
-$17.8M
Net Calls Change
+$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
TBA
326
Tower Bridge Advisors
Pennsylvania
$1.12M
WIM
327
Waverton Investment Management
United Kingdom
$1.1M
BAM
328
Burnham Asset Management
New York
$1.09M -$38.5K -400 -3%
CIA
329
Choate Investment Advisors
Massachusetts
$1.09M
RHDIC
330
R.H. Dinel Investment Counsel
California
$1.09M +$1.08M +11,200 New
MA
331
MUFG Americas
New York
$1.08M -$590K -6,136 -36%
WMSA
332
Weiss Multi-Strategy Advisers
New York
$1.08M +$229K +2,380 +27%
ISL
333
Ingalls & Snyder LLC
New York
$1.07M
LIM
334
Leavell Investment Management
Alabama
$1.07M
CAM
335
Carret Asset Management
New York
$1.07M
GMIM
336
General Motors Investment Management
New York
$1.05M +$38.6K +402 +4%
Truist Financial
337
Truist Financial
North Carolina
$1.04M +$18.7K +195 +2%
RMAM
338
Raab & Moskowitz Asset Management
New Jersey
$1.03M +$2.67M +27,824 New
Brown Advisory
339
Brown Advisory
Maryland
$1.03M
SYBT
340
Stock Yards Bank & Trust
Kentucky
$1M +$18.6K +193 +2%
Los Angeles Capital Management
341
Los Angeles Capital Management
California
$996K -$288K -2,995 -23%
SAS
342
Spectrum Advisory Services
Georgia
$994K
B
343
Barings
North Carolina
$988K
IIM
344
Ipswich Investment Management
Massachusetts
$984K
RNS
345
Robert N. Shapiro
$978K +$38.5K +400 +4%
FCAM
346
F&C Asset Management
United Kingdom
$974K +$57.7K +600 +6%
SFP
347
Santa Fe Partners
New Mexico
$962K +$951K +9,889 New
CA
348
Cetera Advisors
Colorado
$908K -$71K -739 -7%
PCM
349
Palisade Capital Management
New Jersey
$888K -$341K -3,544 -28%
Two Sigma Advisers
350
Two Sigma Advisers
New York
$888K +$632K +6,577 +258%