We are live on ! Find out more

767 hedge funds and large institutions have $11.8B invested in Hershey in 2017 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 239 increasing their positions, 265 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 57

0.07% more ownership

Funds ownership: 72.4%72.47% (+0.07%)

0% less funds holding

Funds holding: 770767 (-3)

1% less capital invested

Capital invested by funds: $12B → $11.8B (-$176M)

10% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 265

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

12% less call options, than puts

Call options by funds: $56.4M | Put options by funds: $63.9M

Holders
767
Holders Change
-3
Holders Change %
-0.39%
% of All Funds
19.12%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.2%
New
58
Increased
239
Reduced
265
Closed
57
Calls
$56.4M
Puts
$63.9M
Net Calls
-$7.49M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HTC
1
Hershey Trust Company
Pennsylvania
$1.37B
BlackRock
2
BlackRock
New York
$1.15B +$61.5M +557,846 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.02B +$28.7M +260,072 +3%
State Street
4
State Street
Massachusetts
$673M +$8.34M +75,548 +1%
Capital World Investors
5
Capital World Investors
California
$515M
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$407M +$416M +3,767,172 +19,853%
AAMU
7
Amundi Asset Management US
Massachusetts
$405M -$21.1M -191,249 -5%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$222M +$170M +1,541,997 +294%
AllianceBernstein
9
AllianceBernstein
Tennessee
$197M -$76.6M -693,885 -27%
Northern Trust
10
Northern Trust
Illinois
$196M +$639K +5,796 +0.3%
Goldman Sachs
11
Goldman Sachs
New York
$194M +$104M +945,233 +110%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$193M -$85.9M -778,926 -30%
Renaissance Technologies
13
Renaissance Technologies
New York
$182M +$70.5M +639,400 +60%
Wells Fargo
14
Wells Fargo
California
$162M -$275K -2,496 -0.2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$159M +$972K +8,814 +0.6%
AQR Capital Management
16
AQR Capital Management
Connecticut
$129M +$38.2M +345,992 +40%
Bank of America
17
Bank of America
North Carolina
$128M -$15.3M -138,367 -10%
Norges Bank
18
Norges Bank
Norway
$125M -$22.4M -202,600 -15%
MAMU
19
Marathon Asset Management (UK)
United Kingdom
$122M +$25.3M +228,866 +25%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$120M -$7.56M -68,558 -6%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$117M -$98.1M -888,796 -45%
TCIM
22
TIAA CREF Investment Management
New York
$85.4M +$3.95M +35,812 +5%
Legal & General Group
23
Legal & General Group
United Kingdom
$81.9M -$2.22M -20,081 -3%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$81M +$80.6M +730,464 +3,050%
AL
25
AJO LP
Pennsylvania
$80.3M +$81.9M +742,314 +13,232%