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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
$496M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$722M
3
VAM
Vontobel Asset Management
New York
$141M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$394M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$223M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$6.62M
2
AI
Axiom Investors
Connecticut
$0
3
PI
Putnam Investments
Massachusetts
$9.03M
4
GQG Partners
GQG Partners
Florida
$1.52M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
1051
Chicago Partners Investment Group
Illinois
$212K -$32.2K -170 -13%
CAI
1052
Capital Advisors Inc
Oklahoma
$211K -$5.6K -28 -3%
GCP
1053
GSA Capital Partners
United Kingdom
$211K +$211K +1,053 New
NAM
1054
NTV Asset Management
West Virginia
$211K +$200 +1 +0.1%
MWA
1055
Monograph Wealth Advisors
California
$210K +$210K +1,050 New
WTB
1056
Washington Trust Bank
Washington
$208K – – –
WA
1057
Wealth Alliance
New York
$208K -$4K -20 -2%
VC
1058
Vicus Capital
Pennsylvania
$208K +$208K +1,038 New
SWM
1059
Sendero Wealth Management
Texas
$207K – – –
NW
1060
NewEdge Wealth
Pennsylvania
$207K – – –
AWM
1061
Aberdeen Wealth Management
Illinois
$206K – – –
TLP
1062
Tri Locum Partners
New York
$204K +$204K +1,020 New
CPA
1063
Court Place Advisors
Maryland
$204K – – –
TWA
1064
Tandem Wealth Advisors
Arizona
$203K +$6.6K +33 +3%
NC
1065
NinePointTwo Capital
California
$203K – – –
DWM
1066
Drive Wealth Management
Utah
$202K +$9.8K +49 +5%
GF
1067
Gabelli Funds
New York
$200K – – –
MWM
1068
Mattern Wealth Management
Kansas
$200K – – –
FMLI
1069
Fukoku Mutual Life Insurance
Japan
$200K +$200K +1,000 New
CDH
1070
Charles D. Hyman
$200K – – –
VSQM
1071
V-Square Quantitative Management
Illinois
$197K +$197K +987 New
CA
1072
Clearstead Advisors
Ohio
$192K +$108K +540 +129%
WOSD
1073
WFA of San Diego
California
$187K – – –
LWA
1074
Lowe Wealth Advisors
Maryland
$186K +$200 +1 +0.1%
HDIM
1075
Hanson & Doremus Investment Management
Vermont
$183K – – –
41 42
43
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