HSY icon

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 %
HNB
501
Huntington National Bank
Ohio
$1.63M +$5.25K +27 +0.3%
ClearBridge Investments
502
ClearBridge Investments
New York
$1.62M – – –
MWM
503
Modera Wealth Management
New Jersey
$1.61M -$16.3K -84 -1%
WFAG
504
Wescott Financial Advisory Group
Pennsylvania
$1.59M +$24.7K +127 +2%
IIM
505
Intact Investment Management
Quebec, Canada
$1.58M -$1.59M -8,200 -50%
HA
506
Herold Advisors
New York
$1.57M +$238K +1,223 +18%
IC
507
Inscription Capital
Texas
$1.57M +$24.3K +125 +2%
ACM
508
Advisors Capital Management
New Jersey
$1.56M +$1.56M +8,024 New
JPMIA
509
J.P. Marvel Investment Advisors
Massachusetts
$1.56M – – –
SC
510
Savant Capital
Illinois
$1.55M +$38.9K +200 +3%
CT
511
Clearstead Trust
Maine
$1.55M -$95.3K -490 -6%
AWM
512
Apollon Wealth Management
South Carolina
$1.54M +$48.4K +249 +3%
KWM
513
Keebeck Wealth Management
Illinois
$1.54M -$46.7K -240 -3%
WWS
514
Wellington Wealth Strategies
Indiana
$1.54M +$1.54M +7,910 New
KWM
515
Kingsview Wealth Management
Oregon
$1.54M -$119K -611 -7%
CB
516
Commerce Bank
Missouri
$1.54M -$78.8K -405 -5%
FBT
517
First Bankers Trust
Kentucky
$1.53M -$72.5K -373 -5%
DT
518
Diversified Trust
Tennessee
$1.52M +$1.17M +6,025 +332%
FPAS
519
Focus Partners Advisor Solutions
Missouri
$1.51M +$1.51M +7,782 New
AAIM
520
Asset Advisors Investment Management
Georgia
$1.5M -$77.8K -400 -5%
HCCM
521
Hudson Canyon Capital Management
New York
$1.5M – – –
PIM
522
Plato Investment Management
Australia
$1.48M +$1.39M +7,145 +1,495%
CI
523
CX Institutional
Indiana
$1.48M +$1.28M +6,568 +626%
CRA
524
Clear Rock Advisors
Texas
$1.48M +$85K +437 +6%
NMERB
525
New Mexico Educational Retirement Board
New Mexico
$1.47M -$19.5K -100 -1%
19 20
21
22 23