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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 %
EFMC
551
Empire Financial Management Company
New York
$1.23M -$130K -649 -10%
SWP
552
Stratos Wealth Partners
Ohio
$1.21M -$103K -513 -8%
SW
553
SlateStone Wealth
Florida
$1.21M +$26.8K +134 +2%
RHDIC
554
R.H. Dinel Investment Counsel
California
$1.21M – – –
BMCM
555
Bryn Mawr Capital Management
Pennsylvania
$1.2M +$329K +1,643 +38%
PTC
556
Private Trust Company
Ohio
$1.2M -$166K -831 -12%
MWM
557
Massachusetts Wealth Management
Massachusetts
$1.19M -$40K -200 -3%
PTC
558
Philadelphia Trust Company
Pennsylvania
$1.19M – – –
OTL
559
Oak Thistle LLC
New York
$1.18M -$115K -575 -9%
PS
560
Pensionfund Sabic
Netherlands
$1.18M – – –
FWCM
561
Ferguson Wellman Capital Management
Oregon
$1.17M -$7.4K -37 -0.6%
PA
562
Parallel Advisors
California
$1.17M -$194K -970 -14%
SCA
563
Snowden Capital Advisors
New York
$1.17M +$32.8K +164 +3%
LI
564
Lafayette Investments
Maryland
$1.17M +$7.8K +39 +0.7%
GVAG
565
Great Valley Advisor Group
Delaware
$1.16M -$167K -837 -13%
PVI
566
Pine Valley Investments
New Jersey
$1.14M +$354K +1,770 +45%
NB
567
Norinchukin Bank
Japan
$1.12M -$1.04M -5,184 -48%
Kayne Anderson Rudnick Investment Management
568
Kayne Anderson Rudnick Investment Management
California
$1.12M – – –
LD
569
Lipe & Dalton
New York
$1.12M – – –
IFS
570
Intelligent Financial Strategies
Minnesota
$1.12M +$400 +2 +0%
AAM
571
Aureus Asset Management
Massachusetts
$1.12M – – –
UB
572
UMB Bank
Missouri
$1.11M -$476K -2,381 -30%
PAS
573
Park Avenue Securities
New York
$1.1M +$1.1M +5,494 New
GWM
574
Geneos Wealth Management
Colorado
$1.1M +$14.6K +73 +1%
SPA
575
Sherbrooke Park Advisers
New York
$1.09M +$359K +1,794 +49%
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