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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 %
MAFM
526
Mid Atlantic Financial Management
Pennsylvania
$205K +$205K +3,341 New
EWA
527
Exencial Wealth Advisors
Oklahoma
$202K +$202K +3,282 New
GC
528
Gratus Capital
Georgia
$201K -$140K -2,275 -41%
RIM
529
Rockbridge Investment Management
New York
$201K +$192K +3,112 +2,075%
OFS
530
OneAscent Financial Services
Alabama
$201K +$201K +3,266 New
BAM
531
Belpointe Asset Management
Nevada
$189K -$6.22K -101 -3%
MA
532
MUFG Americas
New York
$187K – – –
AAM
533
Advisors Asset Management
Colorado
$186K -$3.51K -57 -2%
IA
534
IFP Advisors
Florida
$181K -$30.3K -490 -14%
FMB
535
Field & Main Bank
Kentucky
$179K +$12.3K +200 +7%
HIA
536
Harbor Investment Advisory
Maryland
$177K – – –
VCM
537
Vigilant Capital Management
Maine
$171K -$49.4K -800 -22%
FHC
538
First Horizon Corporation
Tennessee
$166K +$166K +2,698 New
LAS
539
Lloyd Advisory Services
Georgia
$165K -$13.7K -222 -8%
BC
540
Bartlett & Co
Ohio
$165K – – –
BCWM
541
Bartlett & Co Wealth Management
Ohio
$165K – – –
HWA
542
Heritage Wealth Advisors
Virginia
$157K – – –
FFA
543
Founders Financial Alliance
North Carolina
$157K +$157K +2,541 New
SAM
544
Security Asset Management
New York
$153K -$253K -4,103 -62%
CFA
545
Carroll Financial Associates
North Carolina
$153K – – –
LS
546
Leelyn Smith
Illinois
$150K +$4.5K +73 +3%
BHWM
547
Bay Harbor Wealth Management
Maryland
$147K -$71.5K -1,162 -33%
PCG
548
Private Capital Group
Connecticut
$146K -$21.6K -349 -13%
GRP
549
Global Retirement Partners
California
$141K – – –
QT
550
Quantbot Technologies
New York
$135K -$292K -4,759 -68%
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