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Hershey
HSY

Overview Fund Activity

1,351 hedge funds and large institutions have $22.7B invested in Hershey in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 531 increasing their positions, 418 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+10
Holders Change %
+0.75%
% of All Funds
19.58%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
153
Increased
531
Reduced
418
Closed
132
Calls
$595M
Puts
$627M
Net Calls
-$31.2M
Net Calls Change
+$1.08M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$668M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$420M
3
Truist Financial
Truist Financial
North Carolina
+$208M
4
Bank of America
Bank of America
North Carolina
+$164M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$669M
2
Renaissance Technologies
Renaissance Technologies
New York
-$198M
3
BlackRock
BlackRock
New York
-$192M
4
Ameriprise
Ameriprise
Minnesota
-$145M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
926
Front Row Advisors
California
$360K +$360K +1,850 New
SIM
927
Studio Investment Management
Illinois
$358K +$358K +1,841 New
TA
928
Townsend & Associates
Colorado
$355K – – –
CCM
929
Coldstream Capital Management
Washington
$353K +$11.3K +58 +3%
RZH
930
Relyea Zuckerberg Hanson
Connecticut
$351K +$72.6K +373 +26%
SP
931
Symmetry Partners
Connecticut
$351K – – –
PA
932
Profund Advisors
Maryland
$351K -$28.6K -147 -8%
FFA
933
Florida Financial Advisors
Florida
$351K +$61.5K +316 +21%
SWMG
934
Sanchez Wealth Management Group
Florida
$350K – – –
Fidelity International
935
Fidelity International
Bermuda
$350K +$350K +1,799 New
MWA
936
MN Wealth Advisors
Kansas
$348K +$16.7K +86 +5%
PWLP
937
Prio Wealth Limited Partnership
Massachusetts
$348K -$2.53K -13 -0.7%
WI
938
Wintrust Investments
Illinois
$346K -$870K -4,473 -72%
MPW
939
Monterey Private Wealth
California
$345K – – –
PA
940
Pinnacle Associates
New York
$344K -$103K -530 -23%
SF
941
Summit Financial
New Jersey
$344K +$85.8K +441 +33%
AFC
942
AFT Forsyth & Company
Florida
$343K – – –
CFS
943
Cannon Financial Strategists
Georgia
$342K +$19.5K +100 +6%
EMAM
944
Encompass More Asset Management
California
$341K +$341K +1,751 New
BCV
945
Banque Cantonale Vaudoise
Switzerland
$337K -$702K -3,604 -68%
CHAM
946
Clear Harbor Asset Management
Connecticut
$337K – – –
JIC
947
Joel Isaacson & Co
New York
$336K +$583 +3 +0.2%
ACM
948
Altrius Capital Management
North Carolina
$336K – – –
HFM
949
Hartford Financial Management
Connecticut
$335K +$4.47K +23 +1%
EAM
950
Empirical Asset Management
Massachusetts
$333K +$333K +1,714 New
36 37
38
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