HSY icon

Hershey
HSY

Overview Fund Activity

696 hedge funds and large institutions have $10.4B invested in Hershey in 2016 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 193 increasing their positions, 261 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
696
Holders Change
-27
Holders Change %
-3.73%
% of All Funds
18.6%
Holding in Top 10
6
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-62.5%
% of All Funds
0.16%
New
71
Increased
193
Reduced
261
Closed
88
Calls
$186M
Puts
$249M
Net Calls
-$63M
Net Calls Change
-$258M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$176M
2
HCM
Highfields Capital Management
Massachusetts
$95.6M
3
Citadel Advisors
Citadel Advisors
Florida
$109M
4
Millennium Management
Millennium Management
New York
$78.9M
5
First Trust Advisors
First Trust Advisors
Illinois
$81M

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
$419K
2
JHIU
Janus Henderson Investors US
Colorado
$603M
3
Morgan Stanley
Morgan Stanley
New York
$54.2M
4
Invesco
Invesco
Georgia
$58.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$352M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
376
Creative Planning
Kansas
$758K +$128K +1,337 +20%
SA
377
SL Advisors
New Jersey
$742K -$256K -2,682 -26%
FMBTD
378
First Midwest Bank Trust Division
Illinois
$727K -$2.39K -25 -0.3%
RHDIC
379
R.H. Dinel Investment Counsel
California
$724K – – –
CFB
380
Cullen/Frost Bankers
Texas
$721K – – –
WC
381
Woodstock Corp
Massachusetts
$718K +$7.17K +75 +1%
O
382
OppenheimerFunds
New York
$716K -$18M -188,575 -96%
V
383
Veritable
Delaware
$712K +$27.2K +284 +4%
RWM
384
RKL Wealth Management
Pennsylvania
$706K +$69.8K +731 +11%
VIM
385
Veritas Investment Management
United Kingdom
$705K -$51.7K -541 -7%
WDA
386
Wendell David Associates
New Hampshire
$697K +$4.78K +50 +0.7%
GC
387
Gratus Capital
Georgia
$693K -$83.3K -872 -11%
UB
388
UMB Bank
Missouri
$663K -$93.3K -977 -12%
APFBOT
389
Amica Pension Fund Board of Trustees
Rhode Island
$651K – – –
PAM
390
Princeton Alpha Management
New Jersey
$643K +$643K +6,723 New
GSBTD
391
Glenview State Bank Trust Department
Illinois
$641K – – –
QAM
392
Quantres Asset Management
Cayman Islands
$641K +$641K +6,700 New
DC
393
Deere & Company
Illinois
$639K -$18.3K -191 -3%
Federated Hermes
394
Federated Hermes
Pennsylvania
$626K -$1.43K -15 -0.2%
GF
395
Gabelli Funds
New York
$621K +$382K +4,000 +160%
RCAMU
396
Rothschild & Co Asset Management US
Connecticut
$620K +$136K +1,417 +28%
DI
397
Diligent Investors
California
$617K -$24K -250 -4%
PAG
398
Private Advisor Group
New Jersey
$615K +$19.9K +209 +3%
WA1
399
Wimmer Associates 1
California
$614K -$77.9K -815 -11%
Thrivent Financial for Lutherans
400
Thrivent Financial for Lutherans
Minnesota
$611K -$10.6M -111,290 -95%
14 15
16
17 18