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649 hedge funds and large institutions have $11.9B invested in Hershey in 2014 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 189 increasing their positions, 268 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more call options, than puts

Call options by funds: $70.3M | Put options by funds: $69.2M

0.35% more ownership

Funds ownership: 74.75%75.1% (+0.35%)

3% less funds holding

Funds holding: 669649 (-20)

7% less capital invested

Capital invested by funds: $12.7B → $11.9B (-$832M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

26% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 61

29% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 268

Holders
649
Holders Change
-20
Holders Change %
-2.99%
% of All Funds
18.65%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.2%
New
45
Increased
189
Reduced
268
Closed
61
Calls
$70.3M
Puts
$69.2M
Net Calls
+$1.14M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
401
Creative Planning
Kansas
$535K -$105K -1,068 -16%
DCLA
402
Douglas C. Lane & Associates
New York
$529K -$49K -500 -8%
CCM
403
Catawba Capital Management
Virginia
$525K -$49K -500 -8%
ECM
404
Everence Capital Management
Indiana
$517K +$165K +1,680 +46%
PAG
405
Private Advisor Group
New Jersey
$514K +$15.1K +154 +3%
OWP
406
Obermeyer Wealth Partners
Colorado
$513K +$9.81K +100 +2%
KRSITF
407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$512K +$8.24K +84 +2%
BBHC
408
Brown Brothers Harriman & Co
New York
$507K
Federated Hermes
409
Federated Hermes
Pennsylvania
$501K -$349K -3,556 -41%
DC
410
Davenport & Co
Virginia
$500K +$3.92K +40 +0.8%
MERSOM
411
Municipal Employees' Retirement System of Michigan
Michigan
$497K
FTIOP
412
Fiduciary Trust International of Pennsylvania
Pennsylvania
$491K -$24.5K -250 -5%
HIC
413
Harvey Investment Company
Kentucky
$488K
SOAMC
414
Spirit of America Management Corp
New York
$482K
VFA
415
Virtus Fund Advisers
Connecticut
$475K +$478K +4,874 New
VIM
416
Veritas Investment Management
United Kingdom
$469K -$69.6K -710 -13%
MHC
417
Meyer Handelman Company
New York
$467K
BF
418
BOK Financial
Oklahoma
$461K -$285K -2,907 -38%
RWM
419
RKL Wealth Management
Pennsylvania
$460K +$58K +591 +14%
PA
420
Profund Advisors
Maryland
$459K +$56.4K +575 +14%
RMDI
421
R.M. Davis Inc
Maine
$459K +$142K +1,448 +44%
PP
422
Paloma Partners
Connecticut
$452K +$50.1K +511 +12%
WFM
423
Wilmington Funds Management
Delaware
$452K +$118K +1,200 +35%
PCM
424
Parsons Capital Management
Rhode Island
$445K
BFS
425
Bradley Foster & Sargent
Connecticut
$441K +$73.6K +750 +20%