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Hershey

1,372 hedge funds and large institutions have $21.5B invested in Hershey in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 552 increasing their positions, 430 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,372
Holders Change
+21
Holders Change %
+1.55%
% of All Funds
19.95%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
157
Increased
552
Reduced
430
Closed
114
Calls
$505M
Puts
$599M
Net Calls
-$93.5M
Net Calls Change
-$62.4M
Name Holding Trade Value Shares
Change
Shares
Change %
IWN
701
Independent Wealth Network
Iowa
$778K -$14.9K -81 -2%
VCA
702
Verdence Capital Advisors
Maryland
$775K -$1.84K -10 -0.2%
UCFA
703
United Capital Financial Advisors
Texas
$775K +$257K +1,398 +50%
BCWM
704
Bartlett & Co Wealth Management
Ohio
$766K -$21.5K -117 -3%
FIM
705
Freedom Investment Management
Connecticut
$764K -$60.7K -330 -7%
ST
706
Somerset Trust
Pennsylvania
$757K +$16K +87 +2%
MWA
707
Midland Wealth Advisors
Illinois
$756K
IWM
708
IHT Wealth Management
Illinois
$753K +$84K +457 +13%
WG
709
Wealth Group
North Carolina
$750K +$22.8K +124 +3%
VBCG
710
Valley Brook Capital Group
Pennsylvania
$748K +$11.2K +61 +2%
FFM
711
Forum Financial Management
Illinois
$747K +$8.09K +44 +1%
FTDI
712
First Trust Direct Indexing
Massachusetts
$743K -$254K -1,383 -25%
Jones Financial Companies
713
Jones Financial Companies
Missouri
$741K +$182K +989 +32%
NIM
714
NEOS Investment Management
Connecticut
$740K +$183K +996 +33%
BBA
715
BLB&B Advisors
Pennsylvania
$739K
LFA
716
Legacy Financial Advisors
Kentucky
$737K +$8.82K +48 +1%
MAM
717
Marquette Asset Management
Minnesota
$735K
PWS
718
Private Wealth Strategies
Ohio
$735K
GFA
719
Gifford Fong Associates
California
$735K
DA
720
Dillon & Associates
Michigan
$733K +$16.2K +88 +2%
ACA
721
Aptus Capital Advisors
Alabama
$730K +$20.6K +112 +3%
AF
722
Arrow Financial
New York
$729K +$237K +1,289 +48%
AWE
723
Avidian Wealth Enterprises
Texas
$728K -$197K -1,070 -21%
TRIA
724
Trail Ridge Investment Advisors
Colorado
$721K
RJT
725
Raymond James Trust
Florida
$721K +$9.01K +49 +1%