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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 %
EFS
876
Essex Financial Services
Connecticut
$350K -$33.4K -167 -9%
TA
877
Townsend & Associates
Colorado
$350K – – –
AIP
878
Ameritas Investment Partners
Nebraska
$350K – – –
RAM
879
Ramirez Asset Management
New York
$348K +$348K +1,739 New
IAN
880
Integrated Advisors Network
Texas
$347K -$1.3M -6,479 -79%
CHAM
881
Clear Harbor Asset Management
Connecticut
$347K – – –
ACM
882
Altrius Capital Management
North Carolina
$345K – – –
BAM
883
Belpointe Asset Management
Nevada
$345K +$15.6K +78 +5%
JIC
884
Joel Isaacson & Co
New York
$344K +$400 +2 +0.1%
MBTD
885
Mechanics Bank - Trust Department
California
$343K – – –
CT
886
Cambridge Trust
Massachusetts
$341K – – –
HFM
887
Hartford Financial Management
Connecticut
$339K +$1K +5 +0.3%
WA1
888
Wimmer Associates 1
California
$338K -$16K -80 -5%
JCM
889
J2 Capital Management
Michigan
$338K +$88.2K +441 +35%
RA
890
RFG Advisory
Alabama
$337K +$45.6K +228 +16%
BCA
891
Bay Colony Advisors
Massachusetts
$337K +$58.6K +293 +21%
QCG
892
Quadrant Capital Group
Ohio
$337K +$20.8K +104 +7%
CW
893
Channel Wealth
California
$336K – – –
CCP
894
Cassia Capital Partners
North Carolina
$335K +$10.4K +52 +3%
SWM
895
SeaCrest Wealth Management
New York
$335K +$2.6K +13 +0.8%
IAA
896
Ironsides Asset Advisors
North Carolina
$334K +$88K +440 +36%
HL
897
HeadInvest LLC
Maine
$333K -$308K -1,550 -48%
EFS
898
Econ Financial Services
Pennsylvania
$333K +$151K +756 +83%
Luther King Capital Management (LKCM)
899
Luther King Capital Management (LKCM)
Texas
$333K – – –
CFS
900
Cannon Financial Strategists
Georgia
$332K – – –
34 35
36
37 38