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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 %
VCM
1126
Versant Capital Management
Arizona
$89.8K -$2.4K -12 -3%
BEI
1127
Benjamin Edwards Inc
Missouri
$88K -$2.79K -14 -3%
BFEC
1128
Benjamin F. Edwards & Company
Missouri
$88K – – –
BBHC
1129
Brown Brothers Harriman & Co
New York
$84K – – –
AA
1130
Ancora Advisors
Ohio
$81.2K – – –
ECM
1131
Estabrook Capital Management
New York
$80K – – –
TLCM
1132
Twin Lakes Capital Management
California
$80K – – –
RWM
1133
Ruedi Wealth Management
Illinois
$80K – – –
IBOK
1134
Independence Bank of Kentucky
Kentucky
$75K -$10K -50 -12%
EA
1135
Evolution Advisers
Virginia
$75K +$200 +1 +0.3%
CWP
1136
Concord Wealth Partners
Virginia
$71.8K +$10K +50 +16%
ATC
1137
Adirondack Trust Company
New York
$71.8K +$46.2K +231 +180%
PGAM
1138
Princeton Global Asset Management
New Jersey
$71.3K – – –
CCMI
1139
Creative Capital Management Investments
California
$70K – – –
DAM
1140
Delta Asset Management
Tennessee
$67K – – –
BFPW
1141
BOK Financial Private Wealth
Colorado
$66K – – –
PMFA
1142
Plante Moran Financial Advisors
Michigan
$65.4K – – –
GWMIA
1143
Global Wealth Management Investment Advisory
Florida
$65K – – –
CWC
1144
Carolinas Wealth Consulting
North Carolina
$64.8K – – –
CWM
1145
Cranbrook Wealth Management
Michigan
$62.8K – – –
GG
1146
Gleason Group
Kentucky
$61.6K +$400 +2 +0.7%
GWS
1147
Glassman Wealth Services
Virginia
$61K +$17.8K +89 +41%
MHR
1148
Matthew Hamilton Rosenberg
$60K – – –
JWM
1149
Janiczek Wealth Management
Colorado
$59.8K -$17K -85 -22%
SL
1150
Salomon & Ludwin
Virginia
$54K +$54K +270 New
44 45
46
47 48