• HERSHEY CO Ownership Breakdown

  • Ownership Breakdown: HSY

    as of 7/5/08
    Large Block Holder Type Number  
    Institutions 523
     
    Total Number of Shares Held
    166.24 M
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 686
    Other Major 19
    Total Number of Large Block Holders 1,228
  • Top 10 Institutional Holders: HSY

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    T. Rowe Price Associates, Inc. 16.24 M 611.81 M 0.24% 9.77% Low
    Hershey Trust Company 13.27 M 492.19 M 18.90% 7.98% Low
    Capital World Investors 12.31 M 463.59 M 0.10% 7.40% Medium
    Fidelity Management & Research 7.53 M 283.52 M 0.04% 4.53% Low
    State Street Global Advisors (US) 5.35 M 201.69 M 0.04% 3.22% Low
    Vanguard Group, Inc. 5.02 M 188.97 M 0.03% 3.02% Low
    Barclays Global Investors, N.A. 4.88 M 183.84 M 0.02% 2.94% Low
    Davis Selected Advisers, L.P. 3.77 M 142.13 M 0.16% 2.27% Low
    Pioneer Investment Management, Inc. 2.92 M 109.91 M 0.41% 1.76% Medium
    BNY Mellon Wealth Management 2.38 M 89.65 M 0.07% 1.43% Low

    Total % of Shares Owned by:

    Top 10 Holders
    44.32%
    Top 25 Holders
    57.92%
    Top 50 Holders
    65.54%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: HSY

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    T. Rowe Price Equity Income Fund 7.5 M 282.52 M 1.41% 4.51% Low
    T. Rowe Price Mid-Cap Value Fund 2.58 M 97.00 M 1.66% 1.55% Medium
    Davis New York Venture Fund 2.34 M 87.38 M 0.19% 1.41% Low
    Fidelity Equity-Income Fund 2.33 M 86.97 M 0.31% 1.40% Low
    Fidelity Equity-Income II Fund 2.3 M 85.97 M 0.92% 1.38% Low
    Pioneer Fund 1.92 M 71.96 M 1.02% 1.16% Low
    Vanguard 500 Index Fund 1.59 M 59.83 M 0.05% 0.96% Low
    Fidelity Advisor Equity Income Fund 1.5 M 56.07 M 0.89% 0.90% Low
    T. Rowe Price Value Fund 1.36 M 51.04 M 0.70% 0.82% Low
    Vanguard Total Stock Market Index Fund 1.12 M 42.25 M 0.04% 0.67% Low

    Total % of Shares Owned by:

    Top 10 Holders
    14.76%
    Top 25 Holders
    22.03%
    Top 50 Holders
    26.96%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: HSY

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    KBC Group NV 124,489 4.69 M 0.07% Medium
    BNP Paribas Arbitrage SA 109,485 4.12 M 0.07% High
    Lenny (Richard H) 41,050 1.52 M 0.02% Low
    Arline (Marcella K) 27,278 1.01 M 0.02% Medium
    Hernquist (Thomas K) 24,014 890,439.00 0.01% Low
    Orrstown Financial Services, Inc. 19,400 730,798.00 0.01%
    West (David J) 16,805 623,129.00 0.01% Low
    Wolfe (Kenneth L) 18,810 614,711.00 0.01% Medium
    Bilbrey (John P) 16,165 529,889.00 0.01% Medium
    Snyder (Burton H) 12,776 418,797.00 0.01% High

    Total % of Shares Owned by:

    Top 10 Holders
    0.25%
    Top 25 Holders
    0.26%
    Top 50 Holders
    0.26%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.