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Hershey
HSY

Overview Fund Activity

1,351 hedge funds and large institutions have $22.7B invested in Hershey in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 531 increasing their positions, 418 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+10
Holders Change %
+0.75%
% of All Funds
19.58%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
153
Increased
531
Reduced
418
Closed
132
Calls
$595M
Puts
$627M
Net Calls
-$31.2M
Net Calls Change
+$1.08M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$668M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$420M
3
Truist Financial
Truist Financial
North Carolina
+$208M
4
Bank of America
Bank of America
North Carolina
+$164M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$669M
2
Renaissance Technologies
Renaissance Technologies
New York
-$198M
3
BlackRock
BlackRock
New York
-$192M
4
Ameriprise
Ameriprise
Minnesota
-$145M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
326
Wealthfront Advisers
California
$4.03M -$661K -3,400 -14%
DIP
327
DT Investment Partners
Pennsylvania
$4.02M – – –
IG
328
ING Group
Netherlands
$3.99M -$7.78M -39,981 -66%
Aviva
329
Aviva
United Kingdom
$3.99M -$2.34M -12,028 -37%
ANTB
330
AMG National Trust Bank
Colorado
$3.97M – – –
MFIM
331
Mesirow Financial Investment Management
Illinois
$3.93M +$191K +982 +5%
Parallax Volatility Advisers
332
Parallax Volatility Advisers
California
$3.92M -$6.21M -31,915 -61%
SWP
333
Stratos Wealth Partners
Ohio
$3.89M +$2.78M +14,300 +250%
BRCM
334
Bright Rock Capital Management
Massachusetts
$3.89M – – –
SIA
335
Soltis Investment Advisors
Utah
$3.86M +$3.27M +16,829 +555%
DLA
336
Douglas Lane & Associates
New York
$3.85M +$3.53M +18,174 +1,122%
KGC
337
Kennon-Green & Company
Ohio
$3.85M +$898K +4,615 +30%
MOACM
338
Mutual of America Capital Management
New York
$3.82M -$870K -4,474 -19%
Pathstone Holdings
339
Pathstone Holdings
New Jersey
$3.79M -$23K -118 -0.6%
Mercer Global Advisors
340
Mercer Global Advisors
Colorado
$3.76M -$27.3K -140 -0.7%
BPA
341
Beacon Pointe Advisors
California
$3.74M -$500K -2,571 -12%
PCG
342
Prosperity Consulting Group
Maryland
$3.71M +$3.71M +19,095 New
EW
343
Evexia Wealth
Wisconsin
$3.7M -$132K -711 -3%
IIC
344
Ironwood Investment Counsel
Arizona
$3.64M +$1.21M +6,215 +50%
CMP
345
Coston McIsaac & Partners
Maine
$3.64M +$240K +1,236 +7%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$3.61M +$47.7K +245 +1%
LIP
347
Lighthouse Investment Partners
Florida
$3.57M +$3.57M +18,350 New
DADC
348
D.A. Davidson & Co
Montana
$3.55M +$956K +4,914 +37%
OQS
349
Occudo Quantitative Strategies
Florida
$3.55M +$1.78M +9,149 +101%
ASN
350
Advisory Services Network
Georgia
$3.53M -$621K -3,192 -15%
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