UL icon

Unilever
UL

Overview Fund Activity

1,019 hedge funds and large institutions have $11.4B invested in Unilever in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 453 increasing their positions, 336 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,019
Holders Change
-38
Holders Change %
-3.6%
% of All Funds
17.62%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.42%
New
71
Increased
453
Reduced
336
Closed
95
Calls
$200M
Puts
$104M
Net Calls
+$96.2M
Net Calls Change
+$7.76M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
2
Fisher Asset Management
Fisher Asset Management
Washington
$306M
3
HCM
Hamlin Capital Management
New York
$95.6M
4
Morgan Stanley
Morgan Stanley
New York
$397M
5
CCM
Cullen Capital Management
New York
$187M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
WCM
Wedge Capital Management
North Carolina
$0
4
BlackRock
BlackRock
New York
$888M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWA
551
FRG Family Wealth Advisors
Washington
$537K -$32.9K -750 -6%
DIA
552
Dana Investment Advisors
Wisconsin
$532K -$10.3K -235 -2%
AWM
553
Absher Wealth Management
North Carolina
$524K -$27.9K -636 -5%
CFGS
554
Concourse Financial Group Securities
Alabama
$520K -$22.4K -510 -4%
RSWM
555
Robertson Stephens Wealth Management
California
$517K -$47.9K -1,094 -8%
BFEC
556
Benjamin F. Edwards & Company
Missouri
$515K -$88.2K -2,012 -15%
IA
557
IFP Advisors
Florida
$515K +$132K +3,422 +35%
PFG
558
PAX Financial Group
Texas
$514K -$15.7K -358 -3%
MIAN
559
Mariner Independent Advisor Network
Kansas
$512K +$7.15K +163 +1%
CGL
560
Clarius Group LLC
Washington
$511K +$271K +6,178 +113%
GWAG
561
Garrett Wealth Advisory Group
Texas
$510K +$307 +7 +0.1%
HI
562
Human Investing
Oregon
$510K +$7.36K +168 +1%
AWAG
563
ARS Wealth Advisors Group
Florida
$506K -$180K -4,091 -26%
KA
564
Kovack Advisors
Florida
$505K -$4.29K -98 -0.8%
CT
565
Coastline Trust
Rhode Island
$505K – – –
MCM
566
Manchester Capital Management
Vermont
$505K +$4.78K +109 +1%
CA
567
Continuum Advisory
Idaho
$503K +$11.4K +260 +2%
VWA
568
V Wealth Advisors
Kansas
$503K +$58.9K +1,344 +13%
DRD
569
Dennis R. Delaney
$502K +$502K +11,444 New
FFM
570
Forum Financial Management
Illinois
$500K -$70.2K -1,600 -12%
ECM
571
Evergreen Capital Management
Washington
$500K +$23.5K +535 +5%
BIAS
572
Beacon Investment Advisory Services
New Jersey
$497K – – –
PAG
573
Powers Advisory Group
Illinois
$496K +$1.93K +44 +0.4%
SWM
574
Salvus Wealth Management
New Jersey
$495K -$5.7K -130 -1%
JIC
575
Joel Isaacson & Co
New York
$494K +$5.04K +115 +1%
21 22
23
24 25