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740 hedge funds and large institutions have $11.5B invested in Hershey in 2016 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 219 increasing their positions, 240 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 62

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

10% more capital invested

Capital invested by funds: $10.4B → $11.5B (+$1.02B)

6% more funds holding

Funds holding: 696740 (+44)

3% more call options, than puts

Call options by funds: $199M | Put options by funds: $193M

0.85% more ownership

Funds ownership: 72.26%73.11% (+0.85%)

9% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 240

Holders
740
Holders Change
+44
Holders Change %
+6.32%
% of All Funds
18.5%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
116
Increased
219
Reduced
240
Closed
62
Calls
$199M
Puts
$193M
Net Calls
+$5.63M
Net Calls Change
+$68.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
1
Hershey Trust Company
Pennsylvania
$1.32B +$4.9M +49,600 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$935M +$12.3M +124,150 +1%
JHIU
3
Janus Henderson Investors US
Colorado
$639M -$12.5M -126,348 -2%
State Street
4
State Street
Massachusetts
$634M +$7.16M +72,509 +1%
Capital World Investors
5
Capital World Investors
California
$496M
BIT
6
BlackRock Institutional Trust
California
$435M -$6.65M -67,389 -2%
AAMU
7
Amundi Asset Management US
Massachusetts
$397M +$24.1M +244,198 +7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$327M -$50.9M -515,506 -14%
BFA
9
BlackRock Fund Advisors
California
$304M -$75M -759,191 -21%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$282M +$87.3M +884,509 +48%
AllianceBernstein
11
AllianceBernstein
Tennessee
$254M +$83.2M +842,358 +52%
First Eagle Investment Management
12
First Eagle Investment Management
New York
$188M +$180M +1,821,280 New
Northern Trust
13
Northern Trust
Illinois
$182M -$20.1M -203,046 -10%
BG
14
BlackRock Group
United Kingdom
$159M -$34.4M -348,086 -18%
Bank of America
15
Bank of America
North Carolina
$146M +$6.17M +62,453 +5%
Wells Fargo
16
Wells Fargo
California
$144M +$88.9M +900,344 +185%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$141M +$36.1K +366 +0%
Norges Bank
18
Norges Bank
Norway
$137M +$10.3M +103,887 +9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$135M -$17.8M -180,106 -12%
Alyeska Investment Group
20
Alyeska Investment Group
Illinois
$106M +$62.9M +636,998 +165%
Renaissance Technologies
21
Renaissance Technologies
New York
$94.3M -$20.2M -204,300 -18%
MAMU
22
Marathon Asset Management (UK)
United Kingdom
$93.4M +$683K +6,918 +0.8%
AQR Capital Management
23
AQR Capital Management
Connecticut
$91.8M +$37.4M +378,271 +74%
Goldman Sachs
24
Goldman Sachs
New York
$88M +$24.2M +245,357 +41%
Deutsche Bank
25
Deutsche Bank
Germany
$83.3M +$33.7M +341,318 +74%