HSY icon

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 %
BFA
976
Beaumont Financial Advisors
Massachusetts
$264K -$600 -3 -0.2%
Fisher Asset Management
977
Fisher Asset Management
Washington
$263K -$36.8K -184 -12%
DWT
978
Dorsey & Whitney Trust
South Dakota
$263K +$263K +1,312 New
AWM
979
Accurate Wealth Management
Florida
$261K +$36.6K +192 +16%
TPWA
980
TRUE Private Wealth Advisors
Oregon
$260K +$53.6K +268 +26%
FCP
981
Fidelis Capital Partners
Florida
$260K +$260K +1,300 New
Jones Financial Companies
982
Jones Financial Companies
Missouri
$259K +$400 +2 +0.2%
PCS
983
Personal CFO Solutions
New Jersey
$258K +$45.8K +229 +22%
ARC
984
Advisor Resource Council
Texas
$257K -$128K -638 -33%
CCA
985
Checchi Capital Advisers
California
$256K -$40.4K -202 -14%
GLR
986
Great Lakes Retirement
Ohio
$254K -$4.8K -24 -2%
BWM
987
BCGM Wealth Management
Indiana
$254K – – –
YIA
988
YHB Investment Advisors
Connecticut
$252K – – –
P
989
Pitcairn
Pennsylvania
$252K -$10.4K -52 -4%
CT
990
Coastline Trust
Rhode Island
$250K – – –
SAMT
991
Select Asset Management & Trust
Pennsylvania
$250K – – –
SFS
992
Strategic Financial Services
New York
$249K – – –
BHIA
993
Birch Hill Investment Advisors
Massachusetts
$248K – – –
VPP
994
Vertex Planning Partners
Illinois
$248K +$801 +4 +0.3%
KI
995
Kapitalo Investimentos
Brazil
$248K +$16K +80 +7%
AOWM
996
Alpha Omega Wealth Management
Virginia
$247K -$5K -25 -2%
CI
997
Conning Inc
Connecticut
$246K – – –
PWMAG
998
Pinnacle Wealth Management Advisory Group
New Jersey
$244K -$91.6K -458 -27%
NC
999
NovaPoint Capital
Georgia
$244K – – –
LWM
1000
Liberty Wealth Management
California
$244K -$4K -20 -2%
38 39
40
41 42