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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 %
ECG
926
Edge Capital Group
Georgia
$306K -$1.8M -9,000 -85%
SF
927
Summit Financial
New Jersey
$306K +$306K +1,528 New
SFWC
928
Strategic Family Wealth Counselors
New Jersey
$306K – – –
EWM
929
Evercore Wealth Management
New York
$306K -$5.6K -28 -2%
GWCM
930
Godshalk Welsh Capital Management
Pennsylvania
$305K -$115K -575 -27%
TF
931
Trek Financial
Arizona
$303K +$11.4K +57 +4%
WB
932
WesBanco Bank
West Virginia
$303K +$20K +100 +7%
Members Trust
933
Members Trust
Florida
$303K -$20.2K -100 -6%
NA
934
Navellier & Associates
Nevada
$302K +$4K +20 +1%
KCM
935
Kanawha Capital Management
Virginia
$302K – – –
BMC
936
Beaton Management Company
Massachusetts
$302K – – –
SWA
937
Stratos Wealth Advisors
Ohio
$301K +$53.9K +269 +22%
RPC
938
Rossmore Private Capital
Connecticut
$300K – – –
PAM
939
Pegasus Asset Management
New York
$300K -$20K -100 -6%
NFG
940
Nadler Financial Group
Illinois
$300K – – –
OBGC
941
O'Brien Greene & Co
Pennsylvania
$300K – – –
LRPA
942
L. Roy Papp & Associates
Arizona
$299K – – –
NIM
943
NEOS Investment Management
Connecticut
$298K +$298K +1,491 New
NWM
944
Northcape Wealth Management
New York
$296K -$209K -1,045 -41%
BB
945
Berkshire Bank
Massachusetts
$295K – – –
RWP
946
RWA Wealth Partners
Massachusetts
$295K +$19K +95 +7%
CRI
947
Colonial River Investments
Virginia
$294K -$6.2K -31 -2%
BPC
948
Banque Pictet & Cie
Switzerland
$293K -$517K -2,583 -64%
CFS
949
Commonwealth Financial Services
West Virginia
$293K +$293K +1,463 New
AWA
950
Arkadios Wealth Advisors
Georgia
$292K +$45.2K +226 +18%
36 37
38
39 40