- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 31 Jan 2025
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 7 listed it in both
- Shares listed
- 3,277,320
- combined, among listed positions
- Reported value
- $555m
- combined, at the quarter end
Among the 94 comparable managers: 8 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing HSY in Q4 2024
13 of 13 holders
Largest increases and reductions, by shares
Increases
- Holocene Advisors LPnew position · 842,280 shares now+842,280
- Balyasny Asset Management LLCnew position · 189,757 shares now+189,757
- Woodline Partners LPnew position · 52,070 shares now+52,070
- Baillie Gifford & Coexisting position · 183,716 shares now+39,951
- Markel Group Incexisting position · 45,000 shares now+9,000
Reductions
- AQR Capital Management LLCexisting position · 285,655 shares now-46,232
- Quantbot Technologies LPexisting position · 9,751 shares now-19,204
- Bridgewater Associates LPexisting position · 26,523 shares now-12,362
- MFS Investment Managementexisting position · 584,761 shares now-1,804
New positions and exits
New (3)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 12 | $1.1bn | n.a. | n.a. |
| Q3 2013 | 10 | $1.2bn | n.a. | n.a. |
| Q4 2013 | 8 | $1.2bn | n.a. | n.a. |
| Q1 2014 | 15 | $1.5bn | n.a. | n.a. |
| Q2 2014 | 15 | $1.3bn | n.a. | n.a. |
| Q3 2014 | 12 | $921m | n.a. | n.a. |
| Q4 2014 | 12 | $1.3bn | n.a. | n.a. |
| Q1 2015 | 12 | $955m | n.a. | n.a. |
| Q2 2015 | 15 | $1.1bn | n.a. | n.a. |
| Q3 2015 | 15 | $1.2bn | n.a. | n.a. |
| Q4 2015 | 8 | $1.1bn | n.a. | n.a. |
| Q1 2016 | 15 | $1.4bn | n.a. | n.a. |
| Q2 2016 | 13 | $1.7bn | n.a. | n.a. |
| Q3 2016 | 20 | $1.6bn | n.a. | n.a. |
| Q4 2016 | 19 | $2.0bn | n.a. | n.a. |
| Q1 2017 | 16 | $1.6bn | n.a. | n.a. |
| Q2 2017 | 17 | $1.9bn | n.a. | n.a. |
| Q3 2017 | 14 | $2.0bn | n.a. | n.a. |
| Q4 2017 | 14 | $1.8bn | n.a. | n.a. |
| Q1 2018 | 14 | $1.9bn | n.a. | n.a. |
| Q2 2018 | 17 | $1.9bn | n.a. | n.a. |
| Q3 2018 | 17 | $1.8bn | n.a. | n.a. |
| Q4 2018 | 15 | $1.6bn | n.a. | n.a. |
| Q1 2019 | 11 | $1.5bn | n.a. | n.a. |
| Q2 2019 | 12 | $1.8bn | n.a. | n.a. |
| Q3 2019 | 14 | $2.0bn | n.a. | n.a. |
| Q4 2019 | 9 | $1.4bn | n.a. | n.a. |
| Q1 2020 | 13 | $1.4bn | n.a. | n.a. |
| Q2 2020 | 20 | $1.5bn | n.a. | n.a. |
| Q3 2020 | 18 | $1.6bn | n.a. | n.a. |
| Q4 2020 | 16 | $1.8bn | n.a. | n.a. |
| Q1 2021 | 17 | $1.7bn | n.a. | n.a. |
| Q2 2021 | 15 | $1.9bn | n.a. | n.a. |
| Q3 2021 | 16 | $1.9bn | n.a. | n.a. |
| Q4 2021 | 18 | $2.2bn | n.a. | n.a. |
| Q1 2022 | 20 | $2.4bn | n.a. | n.a. |
| Q2 2022 | 20 | $2.8bn | n.a. | n.a. |
| Q3 2022 | 23 | $3.0bn | n.a. | n.a. |
| Q4 2022 | 19 | $2.8bn | n.a. | n.a. |
| Q1 2023 | 26 | $3.4bn | n.a. | n.a. |
| Q2 2023 | 26 | $3.3bn | n.a. | n.a. |
| Q3 2023 | 20 | $2.4bn | n.a. | n.a. |
| Q4 2023 | 22 | $2.0bn | 15 | 8 |
| Q1 2024 | 14 | $1.5bn | 6 | 11 |
| Q2 2024 | 12 | $1.0bn | 8 | 5 |
| Q3 2024 | 8 | $269m | 4 | 6 |
| Q4 2024 | 13 | $555m | 8 | 4 |
| Q1 2025 | 9 | $424m | 5 | 5 |
| Q2 2025 | 12 | $1.1bn | 8 | 3 |
| Q3 2025 | 12 | $1.5bn | 6 | 6 |
| Q4 2025 | 15 | $1.2bn | 24 | 15 |
| Q1 2026 | 17 | $3.0bn | 25 | 16 |
| Q2 2026 | 10 | $1.6bn | 16 | 20 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
HSY and PM →HSY and KO →HSY and COST →Choose a stock to compare with HSY →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own HSY, latest filings →Back to the 13F Explorer →