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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 %
SIA
751
Soltis Investment Advisors
Utah
$549K +$549K +2,746 New
HI
752
Hudock Inc
Pennsylvania
$545K +$21.2K +106 +4%
AWAG
753
ARS Wealth Advisors Group
Florida
$540K – – –
KFS
754
Kurt F. Somerville
$540K -$60K -300 -10%
CBNLCF
755
Cognios Beta Neutral Large Cap Fund
Kansas
$540K -$40.4K -202 -7%
CC
756
Cipher Capital
New York
$535K -$2.95M -14,723 -85%
HAIM
757
Hunter Associates Investment Management
Pennsylvania
$528K -$2K -10 -0.4%
LFAS
758
Level Four Advisory Services
Texas
$528K -$106K -528 -17%
AM
759
Atwater Malick
Pennsylvania
$527K -$25K -125 -5%
BFA
760
Bragg Financial Advisors
North Carolina
$524K +$100K +502 +24%
PL
761
Parthenon LLC
Kentucky
$520K – – –
DA
762
Dillon & Associates
Michigan
$517K +$219K +1,093 +73%
OWP
763
Obermeyer Wealth Partners
Colorado
$516K – – –
MMPW
764
Mitchell McLeod Pugh & Williams
Alabama
$515K +$236K +1,179 +84%
ESBC
765
E.S. Barr & Co
Kentucky
$507K +$150K +750 +42%
CAM
766
Columbia Asset Management
Michigan
$507K – – –
SA
767
SL Advisors
New Jersey
$507K -$5.2K -26 -1%
CS
768
Comerica Securities
Michigan
$505K – – –
FIM
769
Freedom Investment Management
Connecticut
$503K +$137K +686 +38%
ZF
770
Zhang Financial
Michigan
$502K +$180K +900 +56%
CP
771
Coho Partners
Pennsylvania
$498K – – –
AF
772
Allworth Financial
California
$495K +$74.2K +371 +18%
Lido Advisors
773
Lido Advisors
California
$492K +$21.4K +107 +5%
SC
774
Schulhoff & Co
Ohio
$491K -$5K -25 -1%
FHA
775
Flagship Harbor Advisors
Massachusetts
$491K -$71.2K -356 -13%
29 30
31
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