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Unilever

1,089 hedge funds and large institutions have $12.5B invested in Unilever in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 408 increasing their positions, 417 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-16
Holders Change %
-1.45%
% of All Funds
15.78%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
89
Increased
408
Reduced
417
Closed
93
Calls
$140M
Puts
$80.5M
Net Calls
+$59.4M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
551
North Star Investment Management
Illinois
$640K -$9.79K -195 -2%
ECM
552
Evergreen Capital Management
Washington
$637K +$51K +1,016 +9%
RGF
553
Retirement Guys Formula
Ohio
$633K +$157K +3,123 +33%
RSWM
554
Robertson Stephens Wealth Management
California
$628K -$10.2K -204 -2%
SYBT
555
Stock Yards Bank & Trust
Kentucky
$627K +$22.3K +445 +4%
VAS
556
Vestmark Advisory Solutions
Massachusetts
$626K -$75.6K -1,506 -11%
WCM
557
Weik Capital Management
Pennsylvania
$622K -$226K -4,510 -27%
JWM
558
Jeppson Wealth Management
California
$618K +$1.71K +34 +0.3%
GRP
559
Global Retirement Partners
California
$613K -$14.8K -295 -2%
Capstone Investment Advisors
560
Capstone Investment Advisors
New York
$612K -$1.74M -34,677 -74%
SC
561
Sapient Capital
Indiana
$603K -$209K -4,166 -26%
AFG
562
Atomi Financial Group
New York
$598K +$164K +3,263 +38%
SCM
563
Shelton Capital Management
Colorado
$597K -$351 -7 -0.1%
AAS
564
Ameritas Advisory Services
Nebraska
$593K -$56K -1,113 -9%
DWA
565
Douglass Winthrop Advisors
New York
$584K +$3.87K +77 +0.7%
HFM
566
Hartford Funds Management
Pennsylvania
$584K +$114K +2,263 +24%
LCGC
567
Legacy Capital Group California
California
$581K +$120K +2,393 +26%
IP
568
Intellectus Partners
California
$579K -$1.26K -25 -0.2%
NA
569
Navellier & Associates
Nevada
$577K
GT
570
Glenview Trust
Kentucky
$576K -$19K -379 -3%
CT
571
Colonial Trust
South Carolina
$572K -$16.2K -323 -3%
PFG
572
PAX Financial Group
Texas
$569K +$15.7K +312 +3%
TFS
573
Thoroughbred Financial Services
Tennessee
$568K -$608K -12,122 -52%
CL
574
Choreo LLC
Illinois
$566K -$11.6K -231 -2%
WA
575
Wealth Alliance
New York
$562K -$130K -2,599 -19%