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630 hedge funds and large institutions have $11.3B invested in Hershey in 2014 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 187 increasing their positions, 248 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

5% less capital invested

Capital invested by funds: $11.9B → $11.3B (-$546M)

1.57% less ownership

Funds ownership: 75.1%73.53% (-1.6%)

3% less funds holding

Funds holding: 649630 (-19)

21% less call options, than puts

Call options by funds: $72.5M | Put options by funds: $92.1M

24% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 59

25% less repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 248

Holders
630
Holders Change
-19
Holders Change %
-2.93%
% of All Funds
18.28%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.32%
New
45
Increased
187
Reduced
248
Closed
59
Calls
$72.5M
Puts
$92.1M
Net Calls
-$19.6M
Net Calls Change
-$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
1
Hershey Trust Company
Pennsylvania
$1.19B
Vanguard Group
2
Vanguard Group
Pennsylvania
$734M -$6.78M -73,197 -0.9%
State Street
3
State Street
Massachusetts
$643M +$21.4M +231,272 +4%
Renaissance Technologies
4
Renaissance Technologies
New York
$469M -$65M -702,000 -13%
JP Morgan Chase
5
JP Morgan Chase
New York
$467M +$112M +1,206,399 +33%
JHIU
6
Janus Henderson Investors US
Colorado
$463M +$52.4M +566,286 +13%
BIT
7
BlackRock Institutional Trust
California
$392M -$15.1M -163,241 -4%
American Century Companies
8
American Century Companies
Missouri
$302M +$141M +1,518,170 +92%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$275M +$48.7M +526,305 +22%
AAMU
10
Amundi Asset Management US
Massachusetts
$237M -$1.44M -15,515 -0.6%
Northern Trust
11
Northern Trust
Illinois
$218M +$32.6M +352,309 +18%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$209M -$28.2M -304,455 -12%
BFA
13
BlackRock Fund Advisors
California
$206M +$7.73M +83,456 +4%
VAM
14
Vontobel Asset Management
New York
$200M +$47.4M +511,969 +33%
EVM
15
Eaton Vance Management
Massachusetts
$184M -$86.8M -937,867 -33%
APG Asset Management
16
APG Asset Management
Netherlands
$169M +$1.68M +18,125 +1%
Norges Bank
17
Norges Bank
Norway
$168M -$163M -1,760,748 -50%
Capital World Investors
18
Capital World Investors
California
$143M
Bank of America
19
Bank of America
North Carolina
$130M -$37.6M -405,898 -23%
O
20
OppenheimerFunds
New York
$130M -$28.1M -303,100 -18%
Aristotle Capital Management
21
Aristotle Capital Management
California
$127M +$2.66M +28,700 +2%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$116M -$32.7M -353,552 -22%
Allianz Asset Management
23
Allianz Asset Management
Germany
$114M -$21.3M -230,443 -16%
BG
24
BlackRock Group
United Kingdom
$111M +$5.25M +56,685 +5%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$100M -$2.7M -29,213 -3%