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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 %
FFS
401
Founders Financial Securities
Maryland
$1.29M +$2.09K +43 +0.2%
Focus Partners Wealth
402
Focus Partners Wealth
Massachusetts
$1.27M +$1.27M +26,084 New
TA
403
Tectonic Advisors
Texas
$1.25M -$30.9K -637 -2%
LWA
404
Lineweaver Wealth Advisors
Ohio
$1.25M -$743K -15,331 -37%
Prudential Financial
405
Prudential Financial
New Jersey
$1.22M -$208K -4,281 -15%
HI
406
Horizon Investments
North Carolina
$1.21M -$1.13M -23,377 -48%
CFA
407
Capstone Financial Advisors
Illinois
$1.21M +$11.5K +238 +1%
BRWA
408
B. Riley Wealth Advisors
Florida
$1.21M -$221K -4,549 -15%
RWA
409
River Wealth Advisors
Pennsylvania
$1.2M -$140K -2,894 -11%
Group One Trading
410
Group One Trading
Illinois
$1.19M +$147K +3,031 +14%
GWM
411
Guardian Wealth Management
Illinois
$1.18M -$87.8K -1,812 -7%
VFA
412
Valeo Financial Advisors
Indiana
$1.18M -$5.96K -123 -0.5%
RB
413
Rodgers Brothers
Pennsylvania
$1.18M +$12.1K +250 +1%
CCM
414
Chiron Capital Management
Florida
$1.17M +$77.6K +1,600 +7%
Victory Capital Management
415
Victory Capital Management
Texas
$1.17M -$301K -6,212 -20%
AC
416
Arjuna Capital
North Carolina
$1.17M +$139K +2,876 +13%
Janus Henderson Group
417
Janus Henderson Group
United Kingdom
$1.17M +$45.9K +946 +4%
WAM
418
Weatherly Asset Management
California
$1.16M -$453K -9,343 -28%
Dodge & Cox
419
Dodge & Cox
California
$1.16M – – –
AA
420
Auxano Advisors
Washington
$1.15M -$39.1K -807 -3%
Fayez Sarofim & Co
421
Fayez Sarofim & Co
Texas
$1.15M -$50.6K -1,000 -4%
MSS
422
Mitchell Sinkler & Starr
Pennsylvania
$1.14M +$459K +9,474 +67%
TFS
423
Thoroughbred Financial Services
Tennessee
$1.14M -$629K -12,986 -36%
FCI
424
Financial Counselors Inc
Kansas
$1.13M -$34.9K -719 -3%
IAS
425
Insigneo Advisory Services
Florida
$1.13M -$19.5K -403 -2%
15 16
17
18 19