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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 %
NFG
826
Northeast Financial Group
Pennsylvania
$407K +$600 +3 +0.1%
RWA
827
River Wealth Advisors
Pennsylvania
$406K – – –
HIG
828
Heritage Investment Group
Florida
$406K -$10.6K -53 -3%
HI
829
Horizon Investments
North Carolina
$405K -$16K -80 -4%
MYIA
830
Mount Yale Investment Advisors
Colorado
$405K -$12K -60 -3%
OAM
831
Occidental Asset Management
California
$405K -$20K -100 -5%
CC
832
Courier Capital
New York
$401K – – –
BEC
833
Blue Edge Capital
Virginia
$400K – – –
CNBTD
834
Citizens National Bank Trust Department
Mississippi
$400K – – –
BRWA
835
B. Riley Wealth Advisors
Florida
$398K -$244K -1,220 -38%
BW
836
Bison Wealth
Georgia
$398K +$398K +1,987 New
PCIA
837
Prime Capital Investment Advisors
Kansas
$397K +$1.6K +8 +0.4%
AR
838
Apeiron RIA
Texas
$391K +$54.8K +274 +16%
PBC
839
Pavion Blue Capital
California
$391K – – –
GTAM
840
Global Trust Asset Management
Florida
$390K -$10.2K -51 -3%
CS
841
Cannell & Spears
New York
$390K – – –
RIA
842
Realta Investment Advisors
Delaware
$387K – – –
RZH
843
Relyea Zuckerberg Hanson
Connecticut
$385K +$13K +65 +4%
SAF
844
Smith Anglin Financial
Texas
$383K +$2.2K +11 +0.6%
CWM
845
Cedar Wealth Management
California
$383K +$383K +1,915 New
SB
846
Simmons Bank
Arkansas
$382K – – –
GD
847
Grandfield & Dodd
New York
$380K – – –
TCOT
848
Trust Company of Toledo
Ohio
$377K -$257K -1,286 -41%
HCM
849
Hall Capital Management
Rhode Island
$375K – – –
GWANC
850
Guardian Wealth Advisors (North Carolina)
North Carolina
$374K -$265K -1,325 -41%
32 33
34
35 36