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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 %
THWM
1026
Taylor Hoffman Wealth Management
Virginia
$222K – – –
RIL
1027
Rothschild Investment LLC
Illinois
$222K +$21.6K +108 +11%
PAI
1028
Pittenger & Anderson Inc
Nebraska
$222K +$106K +530 +92%
GWM
1029
Gitterman Wealth Management
New Jersey
$222K +$222K +1,107 New
WW
1030
Westshore Wealth
California
$220K -$180K -900 -45%
FCCM
1031
First City Capital Management
Georgia
$220K – – –
TCM
1032
Towercrest Capital Management
Pennsylvania
$220K – – –
UM
1033
UniSuper Management
Australia
$220K – – –
DJSG
1034
D.J. St. Germain
Massachusetts
$219K – – –
WAL
1035
W Advisors LLC
Tennessee
$219K -$600 -3 -0.3%
CFA
1036
CWS Financial Advisors
Michigan
$218K -$48.6K -243 -18%
CG
1037
Caprock Group
Idaho
$218K -$22.4K -112 -9%
BHCM
1038
Brevan Howard Capital Management
Jersey
$218K +$218K +1,088 New
CYG
1039
Clean Yield Group
Vermont
$217K -$6.33K -33 -3%
RPCA
1040
Running Point Capital Advisors
California
$217K -$7K -35 -3%
W
1041
WealthOne
New York
$216K +$200 +1 +0.1%
MSWM
1042
McGlone Suttner Wealth Management
Wisconsin
$216K +$2.8K +14 +1%
MKA
1043
M. Kulyk & Associates
Georgia
$216K -$5.6K -28 -3%
AIC
1044
Archer Investment Corporation
Indiana
$215K – – –
VCAM
1045
Van Cleef Asset Management
Ohio
$215K – – –
QPWM
1046
Quadrant Private Wealth Management
Pennsylvania
$215K – – –
APP
1047
Avantax Planning Partners
Iowa
$214K – – –
MAM
1048
Madison Asset Management
Wisconsin
$213K -$20.6K -103 -9%
BCCM
1049
Bridge Creek Capital Management
Massachusetts
$212K – – –
SIA
1050
Schechter Investment Advisors
Michigan
$212K -$61.2K -306 -22%
40 41
42
43 44