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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 %
BP
551
Ballentine Partners
Massachusetts
$666K +$48.2K +975 +8%
GWCM
552
Godshalk Welsh Capital Management
Pennsylvania
$663K -$64.7K -1,310 -9%
FCM
553
Fourpath Capital Management
Oklahoma
$651K -$593 -12 -0.1%
GRP
554
Global Retirement Partners
California
$649K +$3.43K +70 +0.5%
CWP
555
Capital Wealth Planning
Florida
$648K +$201K +4,060 +45%
JWM
556
Jeppson Wealth Management
California
$647K -$692 -14 -0.1%
PCM
557
Penserra Capital Management
California
$647K +$200K +4,060 +45%
TI
558
Tidal Investments
Wisconsin
$644K +$22.2K +450 +4%
NSIM
559
North Star Investment Management
Illinois
$639K +$4.94K +100 +0.8%
KWM
560
Kingsview Wealth Management
Oregon
$636K +$189K +3,818 +42%
BCFD
561
Boit C.F. David
$634K
MSAM
562
Moloney Securities Asset Management
Missouri
$630K -$58.6K -1,186 -9%
LP
563
LGL Partners
Pennsylvania
$626K +$122K +2,476 +24%
RG
564
Rathbones Group
United Kingdom
$626K +$626K +12,631 New
AAS
565
Ameritas Advisory Services
Nebraska
$621K +$621K +12,577 New
SW
566
SVB Wealth
Massachusetts
$616K -$9.04K -183 -1%
ECM
567
Evergreen Capital Management
Washington
$615K +$80.6K +1,631 +15%
PCIA
568
Prime Capital Investment Advisors
Kansas
$614K +$11.3K +229 +2%
KFS
569
Kurt F. Somerville
$611K -$266K -5,375 -30%
EM
570
Excalibur Management
Massachusetts
$602K +$198 +4 +0%
SYBT
571
Stock Yards Bank & Trust
Kentucky
$602K -$35.6K -720 -6%
CGL
572
Clarius Group LLC
Washington
$595K +$5.53K +112 +0.9%
PTC
573
Private Trust Company
Ohio
$594K -$8.89K -180 -1%
CPA
574
Court Place Advisors
Maryland
$594K -$19.8K -400 -3%
FLPIM
575
F.L. Putnam Investment Management
Massachusetts
$591K +$60.5K +1,225 +11%