Position in HSY
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$228,098,154
-$15,077,712 QoQ
Shares Held
1,097,206
-17.9% QoQ
Ownership
0.541%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 80.72631757391045.ToString("F0")%
Shared 0.ToString("F0")%
None 19.27368242608954.ToString("F0")%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Derivatives in HSY
reported options exposure · as of Dec 31, 2025CallValue
$473,148
CallShares
2,600
PutValue
$2,402,136
PutShares
13,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Confectioners
Consumer Defensive · as of Mar 31, 2026UBS Group AG holds $916,834,628 across 5 Confectioners names. HSY ranks #2 (24.9% of the industry book) .
All Filings in HSY
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $228,098,154 | 1,097,206 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $243,175,866 | 1,336,278 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $2,402,136 | 13,200 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $473,148 | 2,600 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $2,469,060 | 13,200 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $486,330 | 2,600 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $340,450,077 | 1,820,102 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $431,470 | 2,600 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $16,595 | 100 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $261,174,266 | 1,573,813 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $228,647,610 | 1,336,886 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $51,309 | 300 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $427,575 | 2,500 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $3,691,830 | 21,800 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $189,022,709 | 1,116,166 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $120,178,934 | 626,650 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $479,450 | 2,500 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $95,591 | 520 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $114,931,432 | 625,205 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $96,581,892 | 496,565 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $96,252,445 | 516,265 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $466,100 | 2,500 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $91,470,773 | 457,171 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $500,200 | 2,500 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $100,040 | 500 | Put | Defined | 2023-11-09 | |
| 2023-06-30 | $624,250 | 2,500 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $624,250 | 2,500 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $126,153,433 | 505,220 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $636,025 | 2,500 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $116,804,464 | 459,119 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $636,025 | 2,500 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $107,118,028 | 462,573 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $83,418,131 | 378,365 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $69,430,194 | 322,691 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $72,285,529 | 333,682 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $74,435,646 | 384,740 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $4,914,911 | 25,404 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $4,914,911 | 25,404 | Call | Defined | 2022-02-14 | |
| 2021-09-30 | $6,838,377 | 40,404 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $64,773,666 | 382,710 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $6,838,377 | 40,404 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $4,424,868 | 25,404 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $54,832,211 | 314,802 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $4,424,868 | 25,404 | Call | Defined | 2021-08-13 | |
| 2021-03-31 | $61,234,964 | 387,171 | Shares | Defined | 2021-05-12 | |
| 2021-03-31 | $4,017,896 | 25,404 | Put | Defined | 2021-05-12 | |
| 2021-03-31 | $4,017,896 | 25,404 | Call | Defined | 2021-05-12 | |
| 2020-12-31 | $68,920,488 | 452,442 | Shares | Defined | 2021-02-11 | |
| 2020-12-31 | $6,093,200 | 40,000 | Put | Defined | 2021-02-11 | |
| 2020-09-30 | $64,099,210 | 447,183 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||