HSY
The Hershey Company · Consumer Defensive · Food Confectioners
Momentum inputs (comparable managers):
holder breadth -10.5% ·
share flow -5.7% ·
net new positions -11.8%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | +1 | 370.43K | $57.67M | +1 | n/a |
| Q2 2026 | 163 | -3 | 99.29M | $17.43B | +3 | −7 |
| Q1 2026 | 170 | +3 | 94.54M | $19.65B | +8 | −6 |
| Q4 2025 | 166 | +1 | 107.20M | $19.49B | +3 | −1 |
| Q3 2025 | 22 | -1 | 56.27M | $10.52B | +1 | −3 |
| Q2 2025 | 21 | +2 | 46.99M | $7.79B | +2 | n/a |
| Q1 2025 | 16 | -1 | 14.17M | $2.42B | +1 | −2 |
| Q4 2024 | 17 | -1 | 12.23M | $2.07B | +1 | −2 |
| Q3 2024 | 17 | -2 | 6.84M | $1.31B | n/a | −2 |
| Q2 2024 | 19 | n/a | 7.26M | $1.33B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 3.75M | +1.0% | $717.61M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Norges Bank ✦ (passive) | 1.74M | -0.1% | $334.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | AQR Capital Management ✦ | 331.89K | -22.0% | $63.65M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Citadel Advisors ✦ | 258.84K | +533.3% | $49.64M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | T. Rowe Price ✦ | 232.34K | -12.2% | $44.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Baillie Gifford ✦ | 143.76K | -0.2% | $27.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Adage Capital Partners ✦ | 139.19K | +47.9% | $26.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Millennium Management ✦ | 80.43K | +198.9% | $15.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 39.33K | -90.6% | $7.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bridgewater Associates ✦ | 38.88K | -74.2% | $7.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Markel Group ✦ | 36.00K | +67.4% | $6.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 14.20K | +68.3% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Marshall Wace ✦ | 13.21K | -87.7% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | D. E. Shaw & Co. ✦ | 5.23K | -91.8% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 4.99K | +49.1% | $957,557 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Gotham Asset Management ✦ | 2.87K | -80.6% | $551,176 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Capital World Investors ✦ | 2.70K | 0.0% | $517,806 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Fisher Asset Management | $578,269 | was 0.0% |
| Arrowstreet Capital | $512,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 19.00K shares, $3,949 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
10% owner · 1.03K sh · $174,814
10% owner · 1 sh · $172
10% owner · 1.51K sh · $258,945
10% owner · 7.46K sh · $1.27M
10% owner · 1.33K sh · $222,342
10% owner · 207 sh · $34,563
10% owner · 1.29K sh · $217,565
10% owner · 7.18K sh · $1.21M
10% owner · 2.48K sh · $405,238
10% owner · 80 sh · $13,202
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology