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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 %
RC
376
RBF Capital
California
$1.48M – – –
NHC
377
Nicholas Hoffman & Company
Georgia
$1.48M -$1.58K -32 -0.1%
WTC
378
WhitTier Trust Company
Nevada
$1.46M -$53.4K -1,081 -4%
BRWA
379
B. Riley Wealth Advisors
Florida
$1.46M +$178K +3,597 +14%
Prudential Financial
380
Prudential Financial
New Jersey
$1.45M +$69.5K +1,406 +5%
NIM
381
Northeast Investment Management
Massachusetts
$1.45M +$4.94K +100 +0.3%
SGC
382
Slocum, Gordon & Co
Rhode Island
$1.45M – – –
IB
383
Intrust Bank
Kansas
$1.43M -$74.8K -1,514 -5%
RCM
384
Raleigh Capital Management
North Carolina
$1.42M +$1.24K +25 +0.1%
CB
385
Commerce Bank
Missouri
$1.41M +$10.6K +215 +0.8%
SIAG
386
Signet Investment Advisory Group
Rhode Island
$1.4M +$106K +2,140 +8%
CSS
387
Cubist Systematic Strategies
Connecticut
$1.37M +$1.37M +27,661 New
BTWM
388
Baker Tilly Wealth Management
Wisconsin
$1.37M +$109K +2,215 +9%
RWA
389
River Wealth Advisors
Pennsylvania
$1.36M -$342K -6,914 -20%
QCM
390
Quantinno Capital Management
New York
$1.36M +$237K +4,794 +21%
IIA
391
ICW Investment Advisors
Arizona
$1.34M +$50.7K +1,027 +4%
MYIA
392
Mount Yale Investment Advisors
Colorado
$1.34M +$32.7K +661 +3%
AWM
393
AE Wealth Management
Kansas
$1.33M -$34.3K -695 -3%
QI
394
Qtron Investments
Massachusetts
$1.33M – – –
SC
395
Syon Capital
California
$1.33M +$1.33M +26,894 New
FFS
396
Founders Financial Securities
Maryland
$1.32M -$16.9K -343 -1%
CA
397
Cetera Advisors
Colorado
$1.32M +$94.9K +1,922 +8%
AA
398
Altman Advisors
Illinois
$1.31M +$1.31M +26,471 New
TA
399
Tectonic Advisors
Texas
$1.31M +$63.3K +1,281 +5%
GWM
400
Guardian Wealth Management
Illinois
$1.3M -$4.59K -93 -0.4%
14 15
16
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