1,341 hedge funds and large institutions have $22.2B invested in Hershey in 2023 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 469 increasing their positions, 445 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,341
Holders Change
+50
Holders Change %
+3.87%
% of All Funds
19.66%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.18%
New
183
Increased
469
Reduced
445
Closed
115
Calls
$575M
Puts
$607M
Net Calls
-$32.2M
Net Calls Change
+$42.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
726
WBH Advisory
Maryland
$619K -$14K -75 -2%
HSA
727
HBK Sorce Advisory
Pennsylvania
$617K -$2.05K -11 -0.3%
MWM
728
Meridian Wealth Management
Kentucky
$615K -$897K -4,809 -59%
BL
729
Balentine LLC
Georgia
$613K -$257K -1,377 -30%
FTIS
730
First Trust Investment Solutions
Florida
$613K +$613K +3,288 New
SWM
731
Silverlake Wealth Management
Vermont
$611K -$53.3K -286 -8%
KWM
732
KFG Wealth Management
Indiana
$609K -$13.8K -74 -2%
BB
733
Burford Brothers
Texas
$608K +$608K +3,263 New
PTC
734
Petrus Trust Company
Texas
$608K +$346K +1,857 +132%
FNT
735
First National Trust
Pennsylvania
$608K -$48.8K -262 -7%
CRC
736
Curi RMB Capital
Illinois
$607K -$746 -4 -0.1%
IIM
737
Ipswich Investment Management
Massachusetts
$606K
FIM
738
Fernwood Investment Management
Massachusetts
$606K
DF
739
Donoghue Forlines
Massachusetts
$604K -$44.6K -239 -7%
KTM
740
Keeler Thomas Management
Utah
$600K
HI
741
Harbour Investments
Wisconsin
$598K +$206K +1,105 +53%
UH
742
Unigestion Holding
Switzerland
$595K
FG
743
Foster Group
Iowa
$591K
CAMG
744
CWA Asset Management Group
Florida
$589K +$202K +1,081 +52%
TCBWMS
745
Texas Capital Bank Wealth Management Services
Texas
$584K +$584K +3,133 New
CWM
746
Congress Wealth Management
Massachusetts
$580K +$142K +762 +32%
MRCM
747
M&R Capital Management
New Jersey
$579K +$28.5K +153 +5%
TI
748
Trexquant Investment
Connecticut
$577K -$30.8M -165,197 -98%
ZIMP
749
Zimmermann Investment Management & Planning
Pennsylvania
$577K -$25.2K -135 -4%
OC
750
Oakworth Capital
Alabama
$573K