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Unilever
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Overview Fund Activity

685 hedge funds and large institutions have $5.55B invested in Unilever in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 243 increasing their positions, 244 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
+8
Holders Change %
+1.18%
% of All Funds
13.86%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
68
Increased
243
Reduced
244
Closed
47
Calls
$29.5M
Puts
$42.2M
Net Calls
-$12.7M
Net Calls Change
+$6.47M

Top Buyers

1
UCFA
United Capital Financial Advisors
Texas
$61.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$93.9M
3
SRIM
Saratoga Research & Investment Management
California
$36.3M
4
Jane Street
Jane Street
New York
$23.1M
5
Capital International Investors
Capital International Investors
California
$162M

Top Sellers

1
ST
Sabal Trust
Florida
$231K
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$305M
3
Morgan Stanley
Morgan Stanley
New York
$172M
4
FMI
Fiduciary Management Inc
Wisconsin
$396M
5
DWA
Douglass Winthrop Advisors
New York
$20.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
626
Plante Moran Financial Advisors
Michigan
$19K – – –
DSC
627
Duncker Streett & Co
Missouri
$19K – – –
FPFS
628
First Personal Financial Services
North Carolina
$19K – – –
BCA
629
Berman Capital Advisors
Georgia
$19K +$733 +12 +4%
Ninety One (UK)
630
Ninety One (UK)
United Kingdom
$18K – – –
HCM
631
Highlander Capital Management
New Jersey
$17K – – –
BWM
632
BerganKDV Wealth Management
Minnesota
$17K – – –
PGAM
633
Princeton Global Asset Management
New Jersey
$17K – – –
JSC
634
Jackson Square Capital
California
$16K -$3K -50 -16%
POIA
635
Pin Oak Investment Advisors
Texas
$16K – – –
JWA
636
JFS Wealth Advisors
Pennsylvania
$16K – – –
SSB
637
Sandy Spring Bank
Maryland
$15K – – –
HFS
638
HBC Financial Services
Washington
$14K +$126 +2 +0.9%
Millennium Management
639
Millennium Management
New York
$12.4K +$9.45K +153,154 +318%
HWA
640
HHM Wealth Advisors
Tennessee
$12K – – –
AA
641
AlphaMark Advisors
Kentucky
$12K – – –
PP
642
PrairieView Partners
Minnesota
$12K – – –
CFD
643
Creative Financial Designs
Indiana
$12K +$5.82K +95 +94%
BWM
644
Baystate Wealth Management
Massachusetts
$11K +$60 +1 +0.6%
ATC
645
Adirondack Trust Company
New York
$10K – – –
ME
646
McIlrath & Eck
Washington
$10K – – –
NFSG
647
Newbridge Financial Services Group
Florida
$10K +$10K +162 New
CWA
648
Carolina Wealth Advisors
South Carolina
$10K +$10K +168 New
FP
649
Financial Perspectives
Minnesota
$9.56K – – –
TWA
650
TCI Wealth Advisors
Arizona
$9K – – –
24 25
26
27 28