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
CFS
501
Community Financial System
New York
$243K
VDI
502
Vaughan David Investments
Illinois
$243K
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$242K +$8.65K +90 +4%
CAN
504
Cetera Advisor Networks
California
$241K -$43.7K -455 -16%
HI
505
Hudock Inc
Pennsylvania
$241K +$673 +7 +0.3%
CNBT
506
Canandaigua National Bank & Trust
New York
$239K -$18.5K -192 -7%
IG
507
ING Group
Netherlands
$239K +$1.54K +16 +0.7%
RJT
508
Raymond James Trust
Florida
$238K -$14.4K -150 -6%
ONB
509
Old National Bancorp
Indiana
$237K
WCM
510
Windward Capital Management
California
$236K
CT
511
Cambridge Trust
Massachusetts
$235K +$232K +2,418 New
HHAA
512
Henry H. Armstrong Associates
Pennsylvania
$233K
NYLIM
513
New York Life Investment Management
New York
$233K
PG
514
Portola Group
California
$233K +$19.2K +200 +9%
AW
515
Alpha Windward
Massachusetts
$232K -$2.21K -23 -1%
GAM
516
Gotham Asset Management
New York
$232K +$229K +2,382 New
Toronto Dominion Bank
517
Toronto Dominion Bank
Ontario, Canada
$232K +$230K +2,391 New
CICI
518
Capital Investment Counsel Inc
North Carolina
$227K
CPA
519
Court Place Advisors
Maryland
$226K +$224K +2,325 New
HFM
520
Hartford Financial Management
Connecticut
$225K
UF
521
Univest Financial
Pennsylvania
$224K
WDA
522
Wendell David Associates
New Hampshire
$223K
CS
523
Cannell & Spears
New York
$221K
FBNAT
524
FirstMerit Bank N.A. Trustee
Ohio
$214K
TFO
525
Tarbox Family Office
California
$214K +$211K +2,200 New