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Unilever

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
Name Holding Trade Value Shares
Change
Shares
Change %
FAFN
526
First Affirmative Financial Network
Colorado
$754K +$77.4K +1,566 +11%
BWM
527
BCGM Wealth Management
Indiana
$747K +$120K +2,427 +19%
PWP
528
Phillips Wealth Planners
Mississippi
$746K +$51.9K +1,073 +7%
MPAM
529
Murphy Pohlad Asset Management
Minnesota
$745K
WANY
530
Wealthspire Advisors (New York)
New York
$745K +$251K +5,091 +51%
PA
531
Procyon Advisors
Connecticut
$743K -$6.67K -135 -0.9%
AWM
532
Aberdeen Wealth Management
Illinois
$741K +$49 +1 +0%
TWD
533
True Wealth Design
Ohio
$738K -$12.3K -248 -2%
EWA
534
EverSource Wealth Advisors
Alabama
$734K -$10.7K -217 -1%
VT
535
Vise Technologies
New York
$728K -$48.3K -977 -6%
BCM
536
Bayesian Capital Management
New York
$712K +$712K +14,420 New
B
537
Bailard
California
$708K -$62.2K -1,260 -8%
BHPW
538
Beverly Hills Private Wealth
California
$701K -$713K -14,439 -50%
EIP
539
Easterly Investment Partners
Massachusetts
$701K -$955K -19,325 -58%
RSA
540
River Street Advisors
Illinois
$699K +$13.8K +280 +2%
AWC
541
Abundance Wealth Counselors
Pennsylvania
$699K +$699K +14,153 New
MSS
542
Mitchell Sinkler & Starr
Pennsylvania
$696K +$309K +6,250 +80%
PIM
543
Penobscot Investment Management
Massachusetts
$692K +$468K +9,476 +209%
HWM
544
HB Wealth Management
Georgia
$692K +$97.9K +1,982 +16%
DP
545
Dearborn Partners
Illinois
$682K -$34.5K -699 -5%
DLA
546
Douglas Lane & Associates
New York
$682K -$44.2K -894 -6%
SFA
547
Semmax Financial Advisors
North Carolina
$680K +$680K +14,074 New
HDIM
548
Hanson & Doremus Investment Management
Vermont
$679K +$39.3K +796 +6%
SWM
549
Salvus Wealth Management
New Jersey
$677K +$89.7K +1,815 +15%
MW
550
Marcum Wealth
Ohio
$667K +$23.3K +471 +4%