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Hershey
HSY

Overview Fund Activity

1,382 hedge funds and large institutions have $23.2B invested in Hershey in 2024 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 527 increasing their positions, 473 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,382
Holders Change
+11
Holders Change %
+0.8%
% of All Funds
19.99%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
128
Increased
527
Reduced
473
Closed
98
Calls
$509M
Puts
$475M
Net Calls
+$33.8M
Net Calls Change
+$127M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.82B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$902M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$187M
4
State Street
4
State Street
Massachusetts
$1.35B
5
Morgan Stanley
5
Morgan Stanley
New York
$524M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$38.5M
2
Truist Financial
2
Truist Financial
North Carolina
$79.9M
3
Holocene Advisors
3
Holocene Advisors
New York
$0
4
BlackRock
4
BlackRock
New York
$2.35B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$62M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
1251
D.J. St. Germain
Massachusetts
$31.1K – – –
FA
1252
Financial Avengers
California
$30.1K +$192 +1 +0.6%
IIC
1253
Integrated Investment Consultants
Michigan
$29.4K +$29.4K +11,125 New
DF
1254
Dunhill Financial
United Kingdom
$29.1K +$3.07K +16 +12%
MMG
1255
Monetary Management Group
Missouri
$28.8K -$57.5K -300 -67%
FPFS
1256
First Personal Financial Services
North Carolina
$28.8K – – –
ITIM
1257
Indiana Trust & Investment Management
Indiana
$28.8K – – –
NPP
1258
New Potomac Partners
Maryland
$28.8K +$28.8K +150 New
CWP
1259
Concord Wealth Partners
Virginia
$27K -$9.59K -50 -26%
BSB
1260
Bangor Savings Bank
Maine
$26.5K – – –
PP
1261
PFS Partners
New Jersey
$25K – – –
HWM
1262
Hemington Wealth Management
Virginia
$25K +$25K +144 New
ATS
1263
Ashton Thomas Securities
New York
$24.5K +$24.5K +128 New
RA
1264
Rise Advisors
New York
$24.5K +$191 +1 +0.8%
PB
1265
Pinnacle Bancorp
Nebraska
$24K – – –
IAS
1266
IMA Advisory Services
Colorado
$24K +$24K +125 New
PIS
1267
POM Investment Strategies
North Carolina
$23K +$23K +120 New
NECFA
1268
New England Capital Financial Advisors
Connecticut
$22.7K – – –
CPA
1269
Capital Performance Advisors
California
$22.3K +$22.3K +116 New
LI
1270
LRI Investments
Florida
$22.1K +$17.8K +99 +413%
GIA
1271
GHP Investment Advisors
Colorado
$21.9K -$7.86K -41 -26%
PCWA
1272
Pacific Capital Wealth Advisors
California
$21.5K – – –
FFO
1273
Fortitude Family Office
Arizona
$21.5K +$21.5K +112 New
BFS
1274
Burkett Financial Services
South Carolina
$21.2K +$191 +1 +0.9%
RWM
1275
Reston Wealth Management
Virginia
$21.1K +$21.1K +110 New
49 50
51
52 53