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Unilever
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Overview Fund Activity

1,081 hedge funds and large institutions have $13.2B invested in Unilever in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 403 increasing their positions, 405 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,081
Holders Change
-21
Holders Change %
-1.91%
% of All Funds
17.05%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.27%
New
72
Increased
403
Reduced
405
Closed
82
Calls
$184M
Puts
$170M
Net Calls
+$13.9M
Net Calls Change
-$65.9M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$100M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$41.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$38M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.7M
5
Optiver Holding
Optiver Holding
Netherlands
+$29.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$157M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$127M
3
GRQ
Gardner Russo & Quinn
Pennsylvania
-$76.1M
4
SBH
Segall Bryant & Hamill
Illinois
-$59M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$53.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
251
Royce & Associates
New York
$3.18M – – –
ACA
252
Anchor Capital Advisors
Massachusetts
$3.16M +$177K +3,402 +6%
KGC
253
Kennon-Green & Company
Ohio
$3.15M -$21.4K -410 -0.7%
GHAM
254
Gilman Hill Asset Management
Connecticut
$3.14M +$141K +2,706 +5%
LCM
255
Logan Capital Management
Pennsylvania
$3.12M +$544K +10,435 +21%
TIM
256
Tevis Investment Management
Texas
$3.1M +$45.5K +873 +1%
SA
257
Strategic Advisors
New York
$3.09M +$52 +1 +0%
EGA
258
Eagle Global Advisors
Texas
$3.05M +$1.31M +25,084 +75%
PAG
259
Private Advisor Group
New Jersey
$3.05M +$89.1K +1,685 +3%
OC
260
Oppenheimer & Co
New York
$3.01M -$75.5K -1,448 -2%
NGA
261
Naples Global Advisors
Florida
$2.92M -$196K -3,765 -6%
ACG
262
Allen Capital Group
Nebraska
$2.92M +$78.4K +1,503 +3%
AT
263
Arvest Trust
Oklahoma
$2.91M -$165K -3,064 -5%
BB
264
Berkshire Bank
Massachusetts
$2.9M +$1.21M +23,202 +71%
SAM
265
Smithbridge Asset Management
Pennsylvania
$2.89M +$134K +2,570 +5%
LJHT
266
Laurie J. Hall Trustee
$2.88M +$35.7K +685 +1%
PGFC
267
Peapack-Gladstone Financial Corp
New Jersey
$2.81M -$86K -1,649 -3%
MKA
268
M. Kulyk & Associates
Georgia
$2.81M -$156K -2,985 -5%
CF
269
Cantor Fitzgerald
New York
$2.79M +$2.79M +53,602 New
BFS
270
Bard Financial Services
Connecticut
$2.79M -$88.6K -1,700 -3%
AGP
271
Autumn Glory Partners
Texas
$2.75M +$1.99M +38,082 +260%
GT
272
Glenmede Trust
Pennsylvania
$2.74M – – –
IPW
273
Inlet Private Wealth
Florida
$2.74M – – –
PAS
274
Park Avenue Securities
New York
$2.73M +$88.8K +1,703 +3%
RhumbLine Advisers
275
RhumbLine Advisers
Massachusetts
$2.73M +$2.73M +52,333 New
9 10
11
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