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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 %
TBWA
351
Three Bridge Wealth Advisors
California
$1.68M +$245K +4,963 +17%
CCMINC
352
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.68M +$32.1K +649 +2%
BS
353
Banco Santander
Spain
$1.67M +$56.3K +1,140 +3%
ATC
354
Argent Trust Co
Tennessee
$1.67M -$190K -3,854 -10%
S
355
SignatureFD
Georgia
$1.66M -$4.3K -87 -0.3%
OSNBOA
356
Old Second National Bank of Aurora
Illinois
$1.64M -$59.3K -1,201 -3%
WAM
357
Weatherly Asset Management
California
$1.64M -$71.5K -1,448 -4%
SIA
358
Schechter Investment Advisors
Michigan
$1.62M +$1.38K +28 +0.1%
S
359
SimplyRich
California
$1.62M +$99 +2 +0%
BCM
360
BTC Capital Management
Iowa
$1.6M +$179K +3,621 +13%
KIA
361
KCM Investment Advisors
California
$1.57M -$51.8K -1,049 -3%
HAM
362
Hedges Asset Management
Nevada
$1.56M +$7.41K +150 +0.5%
DMC
363
Drexel Morgan & Co
Pennsylvania
$1.55M – – –
TWC
364
TD Waterhouse Canada
Ontario, Canada
$1.55M -$516K -10,290 -25%
PHIMC
365
Private Harbour Investment Management & Counsel
Ohio
$1.53M -$31.7K -641 -2%
ACM
366
Ategra Capital Management
Virginia
$1.53M -$83.7K -1,695 -5%
KPWS
367
Kestra Private Wealth Services
Texas
$1.52M +$39.1K +792 +3%
DCM
368
Delta Capital Management
New Jersey
$1.52M -$39K -790 -3%
LCAM
369
London & Capital Asset Management
United Kingdom
$1.51M +$44.9K +908 +3%
BL
370
Balentine LLC
Georgia
$1.51M +$26K +527 +2%
RAM
371
Redmond Asset Management
Virginia
$1.51M +$49.2K +996 +3%
CM
372
Columbus Macro
Pennsylvania
$1.5M -$86.9K -1,760 -5%
Victory Capital Management
373
Victory Capital Management
Texas
$1.5M – – –
CQS
374
Credential Qtrade Securities
$1.49M +$176K +3,571 +13%
PP
375
Pacifica Partners
Canada
$1.49M -$4.4K -90 -0.3%
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