HSY
HERSHEY COMarquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2014 | 47Q | $73 | $192 | +163% |
| Maverick Capital re-entered | Q2 2017 | 37Q | $86 | $192 | +122% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $189 | $192 | +1% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $189 | $192 | +2% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $189 | $192 | +2% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $189 | $192 | +2% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $189 | $192 | +2% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $189 | $192 | +2% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Point72 Asset Management | Q4 2025 | Q1 2026 | → $218 | +24% |
| Coatue Management | Q4 2019 | Q1 2020 | → $137 | +10% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at HERSHEY CO. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40000950142-26-001664Jun 8, 2026
- Form 40000950142-26-001606Jun 3, 2026
- Form 40000950142-26-001569Jun 1, 2026
- Form 40000950142-26-001501May 27, 2026
- Form 40000950142-26-001479May 26, 2026
- Form 40000950142-26-001461May 20, 2026
- Form 40000047111-26-000181May 19, 2026
- Form 40000950142-26-001438May 18, 2026
- Form 40000950142-26-001372May 13, 2026
- Form 40000950142-26-001344May 11, 2026
- Form 40000950142-26-001303May 6, 2026
- Form 40000950142-26-001262May 4, 2026
- Form 40000950142-26-001216Apr 29, 2026
- Form 40000950142-26-001196Apr 27, 2026
- Form 40000950142-26-001162Apr 22, 2026
Fundamentals
XBRL · HERSHEY COAnnual figures sourced directly from HERSHEY CO's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for HERSHEY CO — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-K DATED JUNE 3, 2026Jun 9, 2026
- 8-KFORM 8-K DATED MAY 28, 2026May 28, 2026
- 8-KFORM 8-K DATED MAY 5, 2026May 8, 2026
- 10-QTHE HERSHEY COMPANY FORM 10-Q FOR THE QUARTERLY PERIOD ENDED MARCH 29, 2026Apr 30, 2026
- 8-KFORM 8-K DATED APRIL 30, 2026Apr 30, 2026
- 8-KFORM 8-K DATED APRIL 14, 2026Apr 14, 2026
- 8-KFORM 8-K DATED MARCH 31, 2026Mar 31, 2026
- DEF 14AProxy statementMar 25, 2026
- 10-KTHE HERSHEY COMPANY FORM 10-K FOR THE YEAR ENDED DECEMBER 31, 2025Feb 17, 2026
- 8-KFORM 8-K DATED FEBRUARY 5, 2026Feb 5, 2026
- 8-KFORM 8-K DATED DECEMBER 5, 2025Dec 5, 2025
- 10-QTHE HERSHEY COMPANY FORM 10-Q FOR THE QUARTERLY PERIOD ENDED SEPTEMBER 28, 2025Oct 30, 2025
- 8-KFORM 8-K DATED OCTOBER 30, 2025Oct 30, 2025
- 8-KFORM 8-K DATED OCTOBER 21, 2025Oct 21, 2025
- 8-KFORM 8-K DATED AUGUST 21, 2025Aug 27, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q2 2026 | open | $189 | $192 | +2% |
| D.E. Shaw | Q1 2026 | open | $218 | $192 | -12% |
| Maverick Capital | Q1 2026 | open | $219 | $184 | -16% |
| Point72 Asset Management | Q4 2025 | Q1 2026 | $175 | $218 | +24% |
| Citadel Advisors | Q3 2024 | open | $189 | $192 | +2% |
| Two Sigma Investments | Q3 2024 | open | $189 | $192 | +2% |
| D.E. Shaw | Q3 2024 | Q2 2025 | $189 | $158 | -16% |
| AQR Capital Management | Q3 2024 | open | $189 | $192 | +2% |
| Millennium Management | Q3 2024 | open | $189 | $192 | +2% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $189 | $154 | -19% |
| Maverick Capital | Q1 2024 | Q4 2024 | $177 | $169 | -4% |
| Maverick Capital | Q2 2023 | Q4 2023 | $247 | $182 | -26% |
| Maverick Capital | Q2 2022 | Q3 2022 | $206 | $208 | +1% |
| Maverick Capital | Q3 2021 | Q1 2022 | $160 | $182 | +13% |
| Bridgewater Associates | Q2 2020 | open | $113 | $184 | +64% |
| Maverick Capital | Q1 2020 | Q2 2020 | $137 | $112 | -18% |
| Coatue Management | Q4 2019 | Q1 2020 | $125 | $137 | +10% |
| Maverick Capital | Q1 2019 | Q4 2019 | $91 | $125 | +38% |
| Bridgewater Associates | Q1 2018 | Q1 2019 | $81 | $91 | +13% |
| Maverick Capital | Q2 2017 | Q3 2017 | $86 | $85 | -1% |
| Bridgewater Associates | Q2 2017 | Q3 2017 | $85 | $85 | -1% |
| Bridgewater Associates | Q4 2016 | Q1 2017 | $79 | $86 | +8% |
| Bridgewater Associates | Q4 2014 | Q3 2016 | $73 | $88 | +21% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.