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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 %
PWP
851
Principle Wealth Partners
Connecticut
$374K – – –
FNBT
852
FineMark National Bank & Trust
Florida
$374K – – –
LC
853
Lindbrook Capital
California
$374K -$23.2K -116 -6%
MAS
854
Meeder Advisory Services
Ohio
$373K -$95.6K -478 -20%
SCA
855
Sippican Capital Advisors
Massachusetts
$370K – – –
WWP
856
WR Wealth Planners
Missouri
$370K – – –
FRA
857
Front Row Advisors
California
$370K – – –
BHC
858
Bowen Hanes & Co
Florida
$370K +$194K +970 +110%
OLVIG
859
Oliver Lagore Vanvalin Investment Group
Michigan
$368K +$368K +1,840 New
OIA
860
OneDigital Investment Advisors
Kansas
$364K +$9.2K +46 +3%
WP
861
WMS Partners
Maryland
$362K -$4.6K -23 -1%
AFC
862
AFT Forsyth & Company
Florida
$362K – – –
TCM
863
Twin Capital Management
Pennsylvania
$362K -$37.2K -186 -9%
MNBTD
864
Moody National Bank Trust Division
Texas
$362K +$47K +235 +15%
AWC
865
Abundance Wealth Counselors
Pennsylvania
$361K +$361K +1,806 New
MCWS
866
McKinley Carter Wealth Services
West Virginia
$360K – – –
SWMG
867
Sanchez Wealth Management Group
Florida
$360K – – –
CSPIA
868
Cary Street Partners Investment Advisory
Virginia
$358K +$28K +140 +8%
CAM
869
Crestone Asset Management
Colorado
$356K +$356K +1,777 New
ESB
870
Essex Savings Bank
Connecticut
$355K +$2K +10 +0.6%
Koshinski Asset Management
871
Koshinski Asset Management
Illinois
$354K +$40K +200 +13%
PA
872
Profund Advisors
Maryland
$353K -$45.6K -228 -11%
SIM
873
Stratos Investment Management
Ohio
$353K +$353K +1,762 New
MPW
874
Monterey Private Wealth
California
$352K -$6.8K -34 -2%
ATPW
875
Ashton Thomas Private Wealth
Arizona
$351K +$7K +35 +2%
33 34
35
36 37