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Unilever
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Overview Fund Activity

1,105 hedge funds and large institutions have $12.2B invested in Unilever in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 287 increasing their positions, 519 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,105
Holders Change
+41
Holders Change %
+3.85%
% of All Funds
16.2%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
128
Increased
287
Reduced
519
Closed
69
Calls
$157M
Puts
$111M
Net Calls
+$46.1M
Net Calls Change
+$16.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$368M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$56.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$54M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$46.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.4M

Top Sellers

1
CCM
Cullen Capital Management
New York
-$69M
2
Bank of America
Bank of America
North Carolina
-$67.1M
3
BlackRock
BlackRock
New York
-$63.7M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$55.6M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
326
Naviter Wealth
Arkansas
$2.01M +$143K +2,950 +8%
HAS
327
HBW Advisory Services
California
$2M -$12.5K -258 -0.6%
TAM
328
Todd Asset Management
Kentucky
$2M -$972K -20,058 -33%
EARNEST Partners
329
EARNEST Partners
Georgia
$2M -$48K -991 -2%
SW
330
SkyOak Wealth
Michigan
$1.99M -$43K -887 -2%
WT
331
Whittier Trust
California
$1.98M -$150K -3,089 -7%
FCMA
332
Foresight Capital Management Advisors
Michigan
$1.98M +$1.98M +40,788 New
BFG
333
Bleakley Financial Group
New Jersey
$1.97M -$18.1K -374 -0.9%
SS
334
Simplicity Solutions
Minnesota
$1.96M -$23K -475 -1%
CIBC Asset Management
335
CIBC Asset Management
Ontario, Canada
$1.96M -$1.06M -21,922 -35%
TCCM
336
Timber Creek Capital Management
Massachusetts
$1.96M -$66K -1,362 -3%
QWM
337
Quadcap Wealth Management
Texas
$1.94M +$1.94M +40,067 New
HPC
338
HM Payson & Co
Maine
$1.94M -$380K -7,843 -16%
FFA
339
Farther Finance Advisors
California
$1.93M +$1.59M +32,755 +464%
CIA
340
Choate Investment Advisors
Massachusetts
$1.92M +$882K +18,187 +85%
SFS
341
Sowell Financial Services
Arkansas
$1.91M -$137K -2,817 -7%
QCM
342
Quantinno Capital Management
New York
$1.9M +$569K +11,727 +43%
NIC
343
Northwest Investment Counselors
Oregon
$1.87M -$37.7K -778 -2%
YIH
344
Y-Intercept (HK)
Hong Kong
$1.82M +$1.82M +37,514 New
HT
345
Headlands Technologies
Illinois
$1.81M +$1.49M +30,707 +457%
GSWM
346
Greenup Street Wealth Management
Michigan
$1.81M +$1.81M +37,284 New
PBC
347
Pavion Blue Capital
California
$1.81M +$119K +2,457 +7%
GW
348
GW & Wade
Massachusetts
$1.8M -$33.6K -694 -2%
PAM
349
Paradigm Asset Management
New York
$1.78M – – –
State Street
350
State Street
Massachusetts
$1.77M -$134K -2,773 -7%
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