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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 %
MG
1001
Mather Group
Illinois
$243K -$23.2K -116 -9%
WC
1002
Waterloo Capital
Texas
$241K -$200 -1 -0.1%
HAFS
1003
Hapanowicz & Associates Financial Services
Pennsylvania
$240K – – –
GCP
1004
Gill Capital Partners
Colorado
$238K +$1.4K +7 +0.6%
RWM
1005
Ritholtz Wealth Management
New York
$238K -$2.49M -12,460 -91%
FDCC
1006
Foster Dykema Cabot & Co
Massachusetts
$237K – – –
LBWM
1007
Left Brain Wealth Management
Illinois
$236K +$36.6K +183 +18%
MG
1008
Meritage Group
California
$235K +$235K +1,176 New
AG
1009
Algert Global
California
$235K +$235K +1,177 New
CIA
1010
Choate Investment Advisors
Massachusetts
$235K +$22K +110 +10%
HBT
1011
Hills Bank & Trust
Iowa
$234K -$21.4K -107 -8%
HVIA
1012
Hudson Valley Investment Advisors
New York
$234K – – –
TC
1013
TownSquare Capital
Utah
$232K +$39.6K +198 +21%
RCAG
1014
Rehmann Capital Advisory Group
Michigan
$231K -$2.4K -12 -1%
MGIA
1015
Moneta Group Investment Advisors
Missouri
$231K -$8.41K -42 -4%
KA
1016
Kintegral Advisory
New York
$230K – – –
CWP
1017
CFM Wealth Partners
Texas
$230K – – –
TIA
1018
Tiemann Investment Advisors
California
$229K -$10K -50 -4%
TNA
1019
True North Advisors
Texas
$229K – – –
FCFC
1020
First Citizens Financial Corp
Iowa
$228K -$7.4K -37 -3%
CGL
1021
Clarius Group LLC
Washington
$227K -$90.8K -454 -29%
IA
1022
IFP Advisors
Florida
$225K +$16.2K +81 +8%
FNB
1023
Farmers National Bank
Kentucky
$225K +$600 +3 +0.3%
VWM
1024
Valley Wealth Managers
New Jersey
$225K +$14.8K +74 +7%
CWM
1025
Connecticut Wealth Management
Connecticut
$223K -$57.4K -287 -20%
39 40
41
42 43