1,341 hedge funds and large institutions have $22.2B invested in Hershey in 2023 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 469 increasing their positions, 445 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,341
Holders Change
+50
Holders Change %
+3.87%
% of All Funds
19.66%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.18%
New
183
Increased
469
Reduced
445
Closed
115
Calls
$575M
Puts
$607M
Net Calls
-$32.2M
Net Calls Change
+$42.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
1001
Bogart Wealth LLC
Virginia
$268K +$932 +5 +0.3%
RZH
1002
Relyea Zuckerberg Hanson
Connecticut
$267K -$91.4K -490 -25%
HL
1003
HeadInvest LLC
Maine
$266K -$46.6K -250 -15%
QCG
1004
Quadrant Capital Group
Ohio
$265K -$48.8K -262 -16%
MYIA
1005
Mount Yale Investment Advisors
Colorado
$262K -$115K -618 -31%
BIM
1006
Baldwin Investment Management
Pennsylvania
$261K
Luther King Capital Management (LKCM)
1007
Luther King Capital Management (LKCM)
Texas
$261K -$49K -263 -16%
CAM
1008
Cypress Asset Management
Texas
$261K -$9.32K -50 -3%
IP
1009
Ignite Planners
California
$260K -$143K -744 -35%
VDI
1010
Vaughan David Investments
Illinois
$260K +$933 +5 +0.4%
SG
1011
StoneX Group
New York
$260K +$260K +1,393 New
MS
1012
Madden Securities
Texas
$257K
WA
1013
WealthTrust Axiom
Pennsylvania
$256K
CPIA
1014
Cornell Pochily Investment Advisors
New York
$256K
CIS
1015
Connors Investor Services
Pennsylvania
$255K
YIA
1016
YHB Investment Advisors
Connecticut
$254K +$18.6K +100 +8%
TCOV
1017
Trust Company of Vermont
Vermont
$251K -$264K -1,414 -51%
PWM
1018
Perigon Wealth Management
California
$250K -$20.9K -112 -8%
IPWA
1019
International Private Wealth Advisors
California
$250K +$250K +1,343 New
CCA
1020
Checchi Capital Advisers
California
$250K +$11.4K +61 +5%
MJRIC
1021
Mogy Joel R Investment Counsel
California
$249K
GP
1022
Girard Partners
Pennsylvania
$248K +$1.49K +8 +0.6%
SF
1023
Summit Financial
New Jersey
$247K -$37.5K -201 -13%
Fisher Asset Management
1024
Fisher Asset Management
Washington
$247K +$1.87K +10 +0.8%
VIP
1025
Vista Investment Partners
Oklahoma
$246K +$246K +1,320 New