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Unilever
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Overview Fund Activity

1,064 hedge funds and large institutions have $12.3B invested in Unilever in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 411 increasing their positions, 409 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
-17
Holders Change %
-1.57%
% of All Funds
16.96%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
71
Increased
411
Reduced
409
Closed
76
Calls
$171M
Puts
$141M
Net Calls
+$30M
Net Calls Change
+$16.1M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$61.2M
2
SBH
Segall Bryant & Hamill
Illinois
+$51.9M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$31.2M
4
LP
LMR Partners
United Kingdom
+$27.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.4M

Top Sellers

1
GRQ
Gardner Russo & Quinn
Pennsylvania
-$133M
2
Lazard Asset Management
Lazard Asset Management
New York
-$108M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$52.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$38M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$36.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHAM
251
Gilman Hill Asset Management
Connecticut
$2.98M +$6.08K +123 +0.2%
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$2.97M +$578K +11,704 +24%
AGP
253
Autumn Glory Partners
Texas
$2.94M +$337K +6,812 +13%
GWM
254
GSB Wealth Management
Connecticut
$2.93M -$194K -3,936 -6%
KGC
255
Kennon-Green & Company
Ohio
$2.93M -$53.4K -1,080 -2%
SA
256
Strategic Advisors
New York
$2.93M -$296 -6 -0%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$2.93M -$145K -2,934 -5%
ACG
258
Allen Capital Group
Nebraska
$2.9M +$172K +3,533 +6%
EGA
259
Eagle Global Advisors
Texas
$2.89M -$5.88K -119 -0.2%
ACA
260
Anchor Capital Advisors
Massachusetts
$2.88M -$114K -2,299 -4%
BB
261
Berkshire Bank
Massachusetts
$2.88M +$127K +2,562 +5%
AP
262
Arlington Partners
Alabama
$2.86M -$569K -11,515 -17%
AT
263
Arlington Trust
Alabama
$2.86M +$2.86M +57,865 New
PAG
264
Private Advisor Group
New Jersey
$2.86M +$10.9K +221 +0.4%
CT
265
Cambridge Trust
Massachusetts
$2.85M -$862K -17,446 -23%
OPA
266
Old Port Advisors
Maine
$2.82M +$2.82M +57,057 New
AAM
267
Azzad Asset Management
Virginia
$2.82M +$605K +12,241 +27%
PAS
268
Park Avenue Securities
New York
$2.78M +$193K +3,897 +7%
SI
269
Stephens Inc
Arkansas
$2.78M -$254K -5,149 -8%
NGA
270
Naples Global Advisors
Florida
$2.78M +$11.1K +225 +0.4%
WWA
271
WCG Wealth Advisors
Nevada
$2.77M +$152K +3,028 +6%
OC
272
Oppenheimer & Co
New York
$2.77M -$81K -1,639 -3%
LJHT
273
Laurie J. Hall Trustee
$2.76M +$27.2K +550 +1%
SAM
274
Smithbridge Asset Management
Pennsylvania
$2.76M +$14.9K +301 +0.5%
LWCFA
275
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.75M -$412K -8,639 -13%
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