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Hershey
HSY

Overview Fund Activity

1,351 hedge funds and large institutions have $22.7B invested in Hershey in 2024 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 531 increasing their positions, 418 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+10
Holders Change %
+0.75%
% of All Funds
19.58%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
153
Increased
531
Reduced
418
Closed
132
Calls
$595M
Puts
$627M
Net Calls
-$31.2M
Net Calls Change
+$1.08M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$668M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$420M
3
Truist Financial
Truist Financial
North Carolina
+$208M
4
Bank of America
Bank of America
North Carolina
+$164M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$669M
2
Renaissance Technologies
Renaissance Technologies
New York
-$198M
3
BlackRock
BlackRock
New York
-$192M
4
Ameriprise
Ameriprise
Minnesota
-$145M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
1326
Arax Advisory Partners
Colorado
$2.92K -$1.95K -10 -40%
GWM
1327
Guardian Wealth Management
Illinois
$2.91K – – –
AP
1328
Aspect Partners
Virginia
$2.72K – – –
LG
1329
LAM Group
Oregon
$2.53K – – –
SIC
1330
SJS Investment Consulting
Ohio
$2.14K +$195 +1 +10%
DF
1331
Dunhill Financial
United Kingdom
$2.09K +$380 +2 +22%
FMP
1332
Financial Management Professionals
Texas
$2K -$5.33K -32 -73%
CUAMC
1333
China Universal Asset Management Company
China
$1.95K – – –
PWA
1334
Provenance Wealth Advisors
Florida
$1.95K +$1.95K +10 New
RF
1335
Robbins Farley
New Hampshire
$1.75K – – –
VAMG
1336
Voisard Asset Management Group
Michigan
$1.38K – – –
CHA
1337
Carmichael Hill & Associates
Maryland
$1.36K -$778 -4 -36%
DPW
1338
DiNuzzo Private Wealth
Pennsylvania
$1.36K – – –
HFS
1339
Horizon Financial Services
North Carolina
$1.36K +$1.36K +7 New
WT
1340
Whittier Trust
California
$1.36K – – –
CTWM
1341
Cherry Tree Wealth Management
Minnesota
$1.17K – – –
WCM
1342
Winthrop Capital Management
Indiana
$1K +$1K +7 New
CAM
1343
Creekmur Asset Management
Illinois
$973 +$973 +5 New
TFM
1344
TFC Financial Management
Massachusetts
$973 +$973 +5 New
HGERS
1345
Householder Group Estate & Retirement Specialist
Arizona
$584 – – –
NL
1346
NVWM LLC
Pennsylvania
$584 +$584 +3 New
CAM
1347
ClariVest Asset Management
California
$387 +$387 +2 New
WA
1348
WestEnd Advisors
North Carolina
$195 -$195 -1 -50%
VWA
1349
Valued Wealth Advisors
Utah
$195 – – –
TWP
1350
TFO Wealth Partners
Ohio
$195 – – –
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