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Unilever
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Overview Fund Activity

685 hedge funds and large institutions have $5.55B invested in Unilever in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 243 increasing their positions, 244 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+8
Holders Change %
+1.18%
% of All Funds
13.86%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
68
Increased
243
Reduced
244
Closed
47
Calls
$29.5M
Puts
$42.2M
Net Calls
-$12.7M
Net Calls Change
+$6.47M

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
+$47M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$46.8M
3
SRIM
Saratoga Research & Investment Management
California
+$22.7M
4
Jane Street
Jane Street
New York
+$21.9M
5
Capital International Investors
Capital International Investors
California
+$21.7M

Top Sellers

1
ST
Sabal Trust
Florida
-$29.9M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$21.6M
3
Morgan Stanley
Morgan Stanley
New York
-$19.6M
4
FMI
Fiduciary Management Inc
Wisconsin
-$18.5M
5
DWA
Douglass Winthrop Advisors
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
376
HBK Sorce Advisory
Pennsylvania
$478K +$24.9K +404 +6%
RC
377
RBO & Co
California
$476K +$185K +3,000 +64%
ACM
378
Ategra Capital Management
Virginia
$471K – – –
VAG
379
VisionPoint Advisory Group
Texas
$466K +$144K +2,329 +45%
ONST
380
Old North State Trust
North Carolina
$464K – – –
AWM
381
Aberdeen Wealth Management
Illinois
$458K -$42.3K -685 -8%
IF
382
Intrua Financial
Texas
$457K +$16.6K +264 +4%
SC
383
SouthState Corp
Florida
$453K – – –
HPC
384
Hobart Private Capital
North Carolina
$452K -$406K -6,586 -47%
IWS
385
Insight Wealth Strategies
California
$451K -$23.6K -382 -5%
EM
386
Excalibur Management
Massachusetts
$450K -$16.3K -265 -4%
SBF
387
Sara-Bay Financial
Florida
$449K -$24.9K -404 -5%
LNB
388
Ledyard National Bank
$439K -$9.87K -160 -2%
EFS
389
Essex Financial Services
Connecticut
$433K +$123 +2 +0%
SVWAG
390
Sound View Wealth Advisors Group
Georgia
$432K -$9.26K -150 -2%
Aristotle Capital Management
391
Aristotle Capital Management
California
$428K -$43.7K -708 -9%
CA
392
Cetera Advisors
Colorado
$426K +$24.1K +390 +6%
BSW
393
Buckingham Strategic Wealth
Missouri
$425K -$38.2K -620 -8%
PW
394
Price Wealth
Texas
$424K -$533K -8,650 -56%
CG
395
Colony Group
Massachusetts
$422K -$33.9K -550 -7%
VF
396
Virtu Financial
New York
$420K +$420K +6,803 New
LSAG
397
Lake Street Advisors Group
New Hampshire
$418K +$53K +860 +15%
BRWA
398
B. Riley Wealth Advisors
Florida
$414K +$117K +1,961 +39%
TSWM
399
Triangle Securities Wealth Management
North Carolina
$409K -$211K -3,425 -34%
BFO
400
Boston Family Office
Massachusetts
$409K – – –
14 15
16
17 18