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Unilever

1,105 hedge funds and large institutions have $12.2B invested in Unilever in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 287 increasing their positions, 519 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,105
Holders Change
+41
Holders Change %
+3.85%
% of All Funds
16.2%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
128
Increased
287
Reduced
519
Closed
69
Calls
$157M
Puts
$111M
Net Calls
+$46.1M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
601
Physicians Financial Services
North Carolina
$512K -$21.2K -438 -4%
CGL
602
Clarius Group LLC
Washington
$511K -$72.2K -1,489 -12%
CIC
603
Carnegie Investment Counsel
Ohio
$510K
FOA
604
Five Oceans Advisors
California
$510K
TCPWM
605
Traverso Chambers Private Wealth Management
California
$507K +$7.32K +151 +1%
PWP
606
Principle Wealth Partners
Connecticut
$506K -$25.4K -523 -5%
IWM
607
IHT Wealth Management
Illinois
$504K -$8.87K -183 -2%
GWAG
608
Garrett Wealth Advisory Group
Texas
$504K -$56.8K -1,172 -10%
EWA
609
EP Wealth Advisors
California
$500K -$50.9K -1,049 -9%
PAG
610
Powers Advisory Group
Illinois
$499K -$25.5K -526 -5%
SIS
611
Susquehanna International Securities
Ireland
$498K +$498K +10,282 New
GBT
612
Grove Bank & Trust
Florida
$498K -$243K -5,016 -33%
Kovitz Investment Group Partners
613
Kovitz Investment Group Partners
Illinois
$496K -$1.83M -37,775 -79%
AFP
614
Ausdal Financial Partners
Iowa
$494K -$36K -742 -7%
SCA
615
Sandy Cove Advisors
Massachusetts
$494K -$333K -6,878 -40%
PAA
616
Peregrine Asset Advisers
Oregon
$493K
WSC
617
Wellington Shields & Co
New York
$490K
RBFC
618
Roman Butler Fullerton & Co
Missouri
$489K -$31.8K -657 -6%
MSAM
619
Moloney Securities Asset Management
Missouri
$488K -$130K -2,690 -21%
FLPIM
620
F.L. Putnam Investment Management
Massachusetts
$485K -$95K -1,960 -16%
RC
621
RBO & Co
California
$485K
BAM
622
Byrne Asset Management
New Jersey
$484K -$502K -10,167 Closed
MSA
623
Marino Stram & Associates
Massachusetts
$483K +$10.4K +215 +2%
CTC
624
Central Trust Company
Missouri
$481K -$18K -371 -4%
CPA
625
Court Place Advisors
Maryland
$479K -$104K -2,143 -18%