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740 hedge funds and large institutions have $11.5B invested in Hershey in 2016 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 219 increasing their positions, 240 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 62

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $10.4B → $11.5B (+$1.02B)

6% more funds holding

Funds holding: 696740 (+44)

3% more call options, than puts

Call options by funds: $199M | Put options by funds: $193M

0.85% more ownership

Funds ownership: 72.26%73.11% (+0.85%)

9% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 240

Holders
740
Holders Change
+44
Holders Change %
+6.32%
% of All Funds
18.5%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
116
Increased
219
Reduced
240
Closed
62
Calls
$199M
Puts
$193M
Net Calls
+$5.63M
Net Calls Change
+$68.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
551
United Capital Financial Advisors
Texas
$268K -$553K -5,605 -68%
HI
552
Hudock Inc
Pennsylvania
$266K +$592 +6 +0.2%
AT
553
Arden Trust
Delaware
$262K -$7.6K -77 -3%
CHAM
554
Clear Harbor Asset Management
Connecticut
$262K
SC
555
Schulhoff & Co
Ohio
$261K
GIA
556
Guyasuta Investment Advisors
Pennsylvania
$260K
Neuberger Berman Group
557
Neuberger Berman Group
New York
$260K +$40.2K +407 +19%
BBHC
558
Brown Brothers Harriman & Co
New York
$260K +$57K +577 +30%
CYG
559
Clean Yield Group
Vermont
$259K
CB
560
Community Bank
New York
$258K
AP
561
Advisor Partners
California
$253K +$242K +2,446 New
CS
562
Comerica Securities
Michigan
$252K +$241K +2,438 New
RJT
563
Raymond James Trust
Florida
$249K
AMG
564
Advisors Management Group
Wisconsin
$248K
HHAA
565
Henry H. Armstrong Associates
Pennsylvania
$248K
CIC
566
Carnegie Investment Counsel
Ohio
$243K +$230K +2,333 New
VDI
567
Vaughan David Investments
Illinois
$242K
HFM
568
Hartford Financial Management
Connecticut
$240K
HTC
569
Haverford Trust Company
Pennsylvania
$239K +$9.38K +95 +4%
GWCM
570
Godshalk Welsh Capital Management
Pennsylvania
$238K -$29.6K -300 -12%
UF
571
Univest Financial
Pennsylvania
$238K
OMCS
572
Old Mutual Customised Solutions
South Africa
$238K +$109K +1,100 +92%
Jones Financial Companies
573
Jones Financial Companies
Missouri
$236K -$162K -1,637 -42%
Jennison Associates
574
Jennison Associates
New York
$235K +$224K +2,271 New
TFO
575
Tarbox Family Office
California
$233K