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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
+$293M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$207M
3
VAM
Vontobel Asset Management
New York
+$141M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$112M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$82.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$237M
2
AI
Axiom Investors
Connecticut
-$150M
3
PI
Putnam Investments
Massachusetts
-$143M
4
GQG Partners
GQG Partners
Florida
-$130M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMW
701
Cypress Capital Management (Wyoming)
Wyoming
$665K -$4.2K -21 -0.6%
HSA
702
HBK Sorce Advisory
Pennsylvania
$664K -$97.2K -486 -13%
TFO
703
Tarbox Family Office
California
$662K -$7.2K -36 -1%
AAM
704
AMI Asset Management
California
$661K -$2.6K -13 -0.4%
RJT
705
Raymond James Trust
Florida
$656K -$14.6K -73 -2%
CRC
706
Curi RMB Capital
Illinois
$652K +$405K +2,024 +164%
IIM
707
Ipswich Investment Management
Massachusetts
$650K – – –
FIM
708
Fernwood Investment Management
Massachusetts
$650K +$25K +125 +4%
DWA
709
Douglass Winthrop Advisors
New York
$647K -$2K -10 -0.3%
IWN
710
Independent Wealth Network
Iowa
$647K -$167K -835 -21%
ZIMP
711
Zimmermann Investment Management & Planning
Pennsylvania
$646K -$79.2K -396 -11%
UH
712
Unigestion Holding
Switzerland
$644K +$65.4K +324 +11%
KTM
713
Keeler Thomas Management
Utah
$644K -$247K -1,236 -28%
SPC
714
Sigma Planning Corp
Michigan
$643K -$84.4K -422 -12%
VBCG
715
Valley Brook Capital Group
Pennsylvania
$639K +$200 +1 +0%
ONB
716
Old National Bancorp
Indiana
$634K -$63K -315 -9%
ISL
717
Ingalls & Snyder LLC
New York
$632K -$200K -1,000 -24%
NAM
718
NorthCrest Asset Manangement
Minnesota
$624K +$200 +1 +0%
CI Investments Inc
719
CI Investments Inc
Ontario, Canada
$617K -$216K -1,080 -26%
OC
720
Oakworth Capital
Alabama
$615K – – –
BMSSC
721
B. Metzler seel. Sohn & Co
Germany
$613K -$2.14M -10,675 -78%
CFGS
722
Concourse Financial Group Securities
Alabama
$612K +$73K +365 +14%
ZB
723
Zions Bancorporation
Utah
$610K +$46.2K +231 +8%
PA
724
Pinnacle Associates
New York
$607K -$102K -510 -14%
UF
725
Univest Financial
Pennsylvania
$607K +$1K +5 +0.2%
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