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
YL
551
YCG LLC
Texas
$93K +$15.3K +159 +20%
IMS
552
Index Management Solutions
Pennsylvania
$92K +$10.8K +112 +13%
TRCT
553
Tower Research Capital (TRC)
New York
$90K -$305K -3,174 -78%
MFS
554
MSI Financial Services
Massachusetts
$90K +$88.9K +925 New
RFA
555
Reilly Financial Advisors
California
$88K -$11.4K -119 -12%
BBPWM
556
Blue Bell Private Wealth Management
Pennsylvania
$88K +$86.5K +900 New
BCMIO
557
Beacon Capital Management Inc (Ohio)
Ohio
$88K +$87.5K +910 New
GLI
558
Guardian Life Insurance
New York
$82K -$93K -967 -53%
MME
559
Meag Munich Ergo
Germany
$68K
SAMC
560
Shinko Asset Management Company
Japan
$68K
ASN
561
Advisory Services Network
Georgia
$65K +$64.7K +673 New
ITIM
562
Indiana Trust & Investment Management
Indiana
$64K
TFA
563
Transamerica Financial Advisors
Florida
$61K -$55.3K -575 -48%
DADC
564
D.A. Davidson & Co
Montana
$60K +$19.2K +200 +48%
TCM
565
Tradewinds Capital Management
Washington
$59K +$58K +603 New
WA
566
Waverly Advisors
Alabama
$57K +$28K +291 +99%
TAM
567
Tocqueville Asset Management
New York
$54K +$53.1K +552 New
OIA
568
Optimum Investment Advisors
Illinois
$51K
ARMC
569
American Research & Management Company
Massachusetts
$49K
LFR
570
Lehman Financial Resources
Pennsylvania
$49K
SMG
571
Spectrum Management Group
Indiana
$49K +$48.1K +500 New
TWA
572
TCI Wealth Advisors
Arizona
$39K -$2.21K -23 -5%
HCC
573
Hirtle Callaghan & Co
Pennsylvania
$39K
PCM
574
Prelude Capital Management
New York
$39K
CAL
575
Capital Analysts LLC
Pennsylvania
$38.9K