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Hershey
HSY

Overview Fund Activity

1,291 hedge funds and large institutions have $23.5B invested in Hershey in 2023 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 460 increasing their positions, 445 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,291
Holders Change
-57
Holders Change %
-4.23%
% of All Funds
20.58%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
117
Increased
460
Reduced
445
Closed
159
Calls
$405M
Puts
$479M
Net Calls
-$74.6M
Net Calls Change
-$71.8M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$496M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$722M
3
VAM
Vontobel Asset Management
New York
$141M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$394M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$223M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$6.62M
2
AI
Axiom Investors
Connecticut
$0
3
PI
Putnam Investments
Massachusetts
$9.03M
4
GQG Partners
GQG Partners
Florida
$1.52M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
476
Castle Rock Wealth Management
California
$1.71M – – –
SCA
477
Stonebridge Capital Advisors
Minnesota
$1.71M +$132K +661 +8%
HCM
478
Hutner Capital Management
Vermont
$1.7M +$35.8K +179 +2%
MF
479
Magnetar Financial
Illinois
$1.69M +$34.4K +172 +2%
HA
480
Hamel Associates
New Jersey
$1.69M +$436K +2,180 +35%
MWM
481
Modera Wealth Management
New Jersey
$1.69M +$120K +598 +8%
EAM
482
Erste Asset Management
Austria
$1.68M -$3.98M -19,669 -70%
SC
483
Settian Capital
New York
$1.68M – – –
FFA
484
Fairfield Financial Advisors
Massachusetts
$1.68M +$199K +994 +13%
AIM
485
Aigen Investment Management
New York
$1.66M +$1.66M +8,281 New
FBT
486
First Bankers Trust
Kentucky
$1.65M -$50K -250 -3%
PIP
487
Peachtree Investment Partners
Florida
$1.65M -$593K -2,963 -26%
AWM
488
Absher Wealth Management
North Carolina
$1.63M +$1.63M +8,139 New
MWM
489
Meridian Wealth Management
Kentucky
$1.62M +$1.06M +5,273 +186%
AAIM
490
Asset Advisors Investment Management
Georgia
$1.62M – – –
WBC
491
Westpac Banking Corp
Australia
$1.62M +$1.38M +6,915 +587%
RC
492
Roundview Capital
New Jersey
$1.62M +$103K +514 +7%
MC
493
Machina Capital
France
$1.61M +$1.13M +5,661 +235%
TBA
494
Tower Bridge Advisors
Pennsylvania
$1.6M – – –
JPMIA
495
J.P. Marvel Investment Advisors
Massachusetts
$1.6M – – –
CT
496
Clearstead Trust
Maine
$1.59M -$1.08M -5,412 -40%
Envestnet Portfolio Solutions
497
Envestnet Portfolio Solutions
Illinois
$1.58M +$1.58M +7,894 New
BSW
498
Buckingham Strategic Wealth
Missouri
$1.57M +$62.6K +313 +4%
CAG
499
Csenge Advisory Group
Florida
$1.57M +$96.2K +481 +7%
BDWCC
500
B&D White Capital Company
Texas
$1.56M +$1.56M +7,800 New
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