L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
14 Feb 2024
latest of these filings; the earliest 26 Jan 2024
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 18 listed it in both
Shares listed
10,806,731
combined, among listed positions
Reported value
$2.0bn
combined, at the quarter end

Among the 93 comparable managers: 15 buyers (opened or added shares) and 8 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 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Renaissance Technologies LLC1,919,605$358m0.55%Trimmed-584,37013 Feb 2024 (the filing on sec.gov)
Invesco Ltd1,431,599$267m0.06%Trimmed-56,78213 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd1,397,236$261m0.16%Trimmed-31,10114 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP1,212,600$226m0.53%Added+646,40014 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP1,130,967$211m0.48%Added+456,45714 Feb 2024 (the filing on sec.gov)
Millennium Management LLC704,253$131m0.06%Added+333,03314 Feb 2024 (the filing on sec.gov)
Acadian Asset Management LLC554,455$103m0.40%Trimmed-6,65113 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC482,909$90m0.35%Added+19,92014 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP397,549$74m0.08%Trimmed-208,46414 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC382,971$71m0.13%Trimmed-70,61014 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP276,847$52m0.20%Newnew14 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP224,882$42m0.23%Trimmed-32,29714 Feb 2024 (the filing on sec.gov)
Man Group PLC166,516$31m0.09%Added+71,34314 Feb 2024 (the filing on sec.gov)
Squarepoint Ops LLC156,030$29m0.06%Added+16,60714 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP119,776$22munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co92,287$17munder 0.1%Added+21,94026 Jan 2024 (the filing on sec.gov)
Tudor Investment Corp77,471$14m0.12%Added+3,14014 Feb 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP38,128$7.1munder 0.1%Added+29214 Feb 2024 (the filing on sec.gov)
Quantbot Technologies LP18,049$3.4m0.20%Newnew14 Feb 2024 (the filing on sec.gov)
Caxton Associates LLP12,123$2.3m0.12%Added+1,67314 Feb 2024 (the filing on sec.gov)
Maverick Capital Ltd5,707$1.1munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP4,771$890kunder 0.1%Added+3,68314 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
8 in Q3 2024 to 10 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
HSY by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201312$1.1bnn.a.n.a.
Q3 201310$1.2bnn.a.n.a.
Q4 20138$1.2bnn.a.n.a.
Q1 201415$1.5bnn.a.n.a.
Q2 201415$1.3bnn.a.n.a.
Q3 201412$921mn.a.n.a.
Q4 201412$1.3bnn.a.n.a.
Q1 201512$955mn.a.n.a.
Q2 201515$1.1bnn.a.n.a.
Q3 201515$1.2bnn.a.n.a.
Q4 20158$1.1bnn.a.n.a.
Q1 201615$1.4bnn.a.n.a.
Q2 201613$1.7bnn.a.n.a.
Q3 201620$1.6bnn.a.n.a.
Q4 201619$2.0bnn.a.n.a.
Q1 201716$1.6bnn.a.n.a.
Q2 201717$1.9bnn.a.n.a.
Q3 201714$2.0bnn.a.n.a.
Q4 201714$1.8bnn.a.n.a.
Q1 201814$1.9bnn.a.n.a.
Q2 201817$1.9bnn.a.n.a.
Q3 201817$1.8bnn.a.n.a.
Q4 201815$1.6bnn.a.n.a.
Q1 201911$1.5bnn.a.n.a.
Q2 201912$1.8bnn.a.n.a.
Q3 201914$2.0bnn.a.n.a.
Q4 20199$1.4bnn.a.n.a.
Q1 202013$1.4bnn.a.n.a.
Q2 202020$1.5bnn.a.n.a.
Q3 202018$1.6bnn.a.n.a.
Q4 202016$1.8bnn.a.n.a.
Q1 202117$1.7bnn.a.n.a.
Q2 202115$1.9bnn.a.n.a.
Q3 202116$1.9bnn.a.n.a.
Q4 202118$2.2bnn.a.n.a.
Q1 202220$2.4bnn.a.n.a.
Q2 202220$2.8bnn.a.n.a.
Q3 202223$3.0bnn.a.n.a.
Q4 202219$2.8bnn.a.n.a.
Q1 202326$3.4bnn.a.n.a.
Q2 202326$3.3bnn.a.n.a.
Q3 202320$2.4bnn.a.n.a.
Q4 202322$2.0bn158
Q1 202414$1.5bn611
Q2 202412$1.0bn85
Q3 20248$269m46
Q4 202413$555m84
Q1 20259$424m55
Q2 202512$1.1bn83
Q3 202512$1.5bn66
Q4 202515$1.2bn2415
Q1 202617$3.0bn2516
Q2 202610$1.6bn1620

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 →