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663 hedge funds and large institutions have $12B invested in Hershey in 2015 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 207 increasing their positions, 231 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

0% more funds holding

Funds holding: 663663 (0)

0.78% less ownership

Funds ownership: 75.68%74.9% (-0.78%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

10% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 231

20% less capital invested

Capital invested by funds: $15.1B → $12B (-$3.07B)

35% less call options, than puts

Call options by funds: $57.5M | Put options by funds: $88.5M

Holders
663
Holders Change
Holders Change %
0%
% of All Funds
17.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
67
Increased
207
Reduced
231
Closed
59
Calls
$57.5M
Puts
$88.5M
Net Calls
-$31M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
1
Hershey Trust Company
Pennsylvania
$1.26B
Vanguard Group
2
Vanguard Group
Pennsylvania
$823M +$27.6M +264,313 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$821M +$342M +3,274,358 +67%
State Street
4
State Street
Massachusetts
$654M -$56.2M -538,354 -8%
JHIU
5
Janus Henderson Investors US
Colorado
$455M +$11.7M +112,345 +3%
BIT
6
BlackRock Institutional Trust
California
$429M +$9.73M +93,250 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$334M -$104M -994,900 -23%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$326M +$14.5M +139,095 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$275M +$13.3M +127,191 +5%
BFA
10
BlackRock Fund Advisors
California
$255M +$13.2M +126,616 +5%
Northern Trust
11
Northern Trust
Illinois
$253M +$136K +1,306 +0.1%
AAMU
12
Amundi Asset Management US
Massachusetts
$232M -$7.02M -67,293 -3%
VAM
13
Vontobel Asset Management
New York
$158M -$32.7M -313,752 -17%
APG Asset Management
14
APG Asset Management
Netherlands
$153M -$17.8M -170,266 -10%
Capital World Investors
15
Capital World Investors
California
$151M
BG
16
BlackRock Group
United Kingdom
$137M +$1.21M +11,619 +0.9%
Aristotle Capital Management
17
Aristotle Capital Management
California
$136M +$162K +1,550 +0.1%
SGA
18
Sustainable Growth Advisers
Connecticut
$124M +$30.4M +291,509 +31%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$120M -$3.04M -29,114 -2%
Bank of America
20
Bank of America
North Carolina
$118M -$7.71M -73,893 -6%
Norges Bank
21
Norges Bank
Norway
$116M -$10.1M -96,721 -8%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$114M +$4.43M +42,424 +4%
EVM
23
Eaton Vance Management
Massachusetts
$107M +$14.2M +135,670 +15%
MAA
24
Managed Account Advisors
New Jersey
$94.4M +$3.47M +33,268 +4%
American Century Companies
25
American Century Companies
Missouri
$92.6M -$124M -1,184,556 -56%