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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 %
SFA
801
Sequoia Financial Advisors
Ohio
$434K -$41.6K -208 -9%
KLCM
802
KG&L Capital Management
Louisiana
$433K +$433K +2,165 New
SC
803
SRB Corp
Massachusetts
$433K +$433K +2,162 New
EWM
804
Empirical Wealth Management
Washington
$432K -$1.4K -7 -0.3%
SLG
805
Stanley-Laman Group
Pennsylvania
$432K – – –
FC
806
Forte Capital
New York
$431K -$1K -5 -0.2%
IWA
807
Inspirion Wealth Advisors
Illinois
$431K – – –
TIA
808
Traphagen Investment Advisors
New Jersey
$430K +$70.8K +354 +20%
ISB
809
Iowa State Bank
Iowa
$429K -$18.4K -92 -4%
FMAEN1
810
Fund Management at Engine No 1
California
$429K +$45.2K +226 +12%
PIMG
811
Patriot Investment Management Group
Tennessee
$429K -$86.6K -433 -17%
WC
812
Woodstock Corp
Massachusetts
$428K – – –
HCA
813
Horan Capital Advisors
Ohio
$425K +$225K +1,124 +112%
DT
814
Diversified Trust
Tennessee
$421K -$467K -2,332 -53%
HI
815
Harbour Investments
Wisconsin
$420K +$278K +1,391 +196%
EGA
816
E&G Advisors
Texas
$420K – – –
GCM
817
Gallacher Capital Management
Colorado
$420K +$420K +2,099 New
DWP
818
Daymark Wealth Partners
Ohio
$420K -$26K -130 -6%
PRC
819
Pearl River Capital
Michigan
$419K +$136K +679 +48%
MA
820
Mutual Advisors
Nebraska
$418K -$35K -175 -8%
CAMG
821
CWA Asset Management Group
Florida
$416K -$27.4K -137 -6%
MOS
822
MGO One Seven
Ohio
$416K -$73.4K -367 -15%
HBT
823
Heartland Bank & Trust
Illinois
$411K +$6.4K +32 +2%
IP
824
Ignite Planners
California
$410K +$41.8K +214 +11%
TF
825
Tompkins Financial
New York
$407K – – –
31 32
33
34 35