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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
DIA
576
Davidson Investment Advisors
Montana
$38K
Envestnet Asset Management
577
Envestnet Asset Management
Illinois
$37K -$34.5K -359 -49%
CWM
578
Cranbrook Wealth Management
Michigan
$33K +$32.6K +339 New
HRIA
579
Haberer Registered Investment Advisor
Ohio
$29K
MAS
580
Madden Advisory Services
Florida
$29K +$19.2K +200 +200%
PG
581
PEAK6 Group
Illinois
$29K +$28.8K +300 New
FHA
582
First Horizon Advisors
Tennessee
$28K
JIC
583
Joel Isaacson & Co
New York
$28K
HCM
584
Horrell Capital Management
Arkansas
$27K
MCM
585
Manchester Capital Management
Vermont
$27K
MAM
586
Mizuho Asset Management
Japan
$27K
GGPS
587
Gary Goldberg Planning Services
New York
$20K
OSNBOA
588
Old Second National Bank of Aurora
Illinois
$19K
PMFA
589
Plante Moran Financial Advisors
Michigan
$19K
CGT
590
Capital Guardian Trust
California
$18K +$18.3K +190 New
RO
591
Reservoir Operations
New York
$16K +$16.1K +168 New
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$15K
TF
593
Tompkins Financial
New York
$15K
EWM
594
Elite Wealth Management
Washington
$15K +$14.4K +150 New
Manulife (Manufacturers Life Insurance)
595
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.4K -$1.55M -16,119 -10%
QCMC
596
Quantum Capital Management (California)
California
$14K
CG
597
Colony Group
Massachusetts
$13K +$12.9K +134 New
SMU
598
Signet Management USA
Virginia
$13K +$13K +135 New
KPCM
599
Kings Point Capital Management
New York
$12K
LWM
600
LBA Wealth Management
Florida
$12K +$12K +125 New