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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
OC
601
Oarsman Capital
Wisconsin
$207K +$197K +2,000 New
HIM
602
HughesLittle Investment Management
$207K +$197K +2,000 New
Lazard Asset Management
603
Lazard Asset Management
New York
$206K
CNB
604
Camden National Bank
Maine
$205K +$196K +1,989 New
BRWA
605
B. Riley Wealth Advisors
Florida
$203K +$193K +1,953 New
NFG
606
Nadler Financial Group
Illinois
$203K +$194K +1,960 New
EHWM
607
Eads & Heald Wealth Management
Georgia
$203K +$194K +1,966 New
GD
608
Grandfield & Dodd
New York
$202K +$193K +1,957 New
AIM
609
Acrospire Investment Management
Illinois
$186K +$178K +1,800 New
Bessemer Group
610
Bessemer Group
New Jersey
$184K
JFA
611
JNBA Financial Advisors
Minnesota
$184K +$165K +1,668 +1,544%
VIA
612
Vantage Investment Advisors
Pennsylvania
$183K
KT
613
Kanaly Trust
Texas
$179K -$1.28K -13 -0.7%
CFA
614
Carroll Financial Associates
North Carolina
$176K
Fuller & Thaler Asset Management
615
Fuller & Thaler Asset Management
California
$176K
AFIA
616
America First Investment Advisors
Nebraska
$172K -$42.4K -429 -20%
EFSCE
617
Enterprise Financial Services Corp (EFSC)
Missouri
$172K +$1.09K +11 +0.7%
RA
618
Rational Advisors
New York
$166K +$157K +1,590 New
JFGIW
619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$164K
FANJ
620
Financial Architects (New Jersey)
New Jersey
$161K +$296 +3 +0.2%
SBL
621
Sargent Bickham Lagudis
Colorado
$158K
FMT
622
First Mercantile Trust
Tennessee
$146K -$35K -354 -20%
PA
623
Parallel Advisors
California
$144K +$138K +1,396 New
CG
624
Cutler Group
California
$140K -$153K -1,545 -53%
FPFS
625
First Personal Financial Services
North Carolina
$135K