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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 %
RDWM
626
Red Door Wealth Management
Tennessee
$499K +$27.8K +562 +6%
KMWM
627
Keudell/Morrison Wealth Management
Oregon
$499K +$7.11K +144 +1%
FG
628
Fiduciary Group
Georgia
$497K -$48.9K -990 -9%
RC
629
RBO & Co
California
$494K
P
630
Pitcairn
Pennsylvania
$489K +$62.3K +1,261 +15%
DWM
631
Drive Wealth Management
Utah
$489K -$38.6K -781 -7%
EWM
632
EPG Wealth Management
Georgia
$488K -$40.5K -820 -8%
BAM
633
Beaumont Asset Management
Texas
$484K +$7.02K +142 +1%
MSA
634
Marino Stram & Associates
Massachusetts
$482K +$6.97K +141 +1%
FW
635
FirstPurpose Wealth
Utah
$481K +$104K +2,096 +27%
TPWM
636
Twelve Points Wealth Management
Massachusetts
$480K -$5.04K -102 -1%
NPA
637
Nichols & Pratt Advisers
Massachusetts
$473K -$501K -10,142 -51%
KFSC
638
Keystone Financial Services (Colorado)
Colorado
$473K +$2.32K +47 +0.5%
BTW
639
Boston Trust Walden
Massachusetts
$470K +$24.7K +500 +6%
RGF
640
Retirement Guys Formula
Ohio
$468K +$26.3K +532 +6%
CNBT
641
Canandaigua National Bank & Trust
New York
$464K -$11.5K -233 -2%
MG
642
Mather Group
Illinois
$463K +$2.22K +45 +0.5%
WJWM
643
Williams Jones Wealth Management
New York
$459K +$21K +426 +5%
BDFN
644
Bond & Devick Financial Network
Minnesota
$458K +$17.4K +353 +4%
TCA
645
Transcend Capital Advisors
New Jersey
$453K +$198 +4 +0%
LFAS
646
Level Four Advisory Services
Texas
$452K +$452K +9,141 New
TFA
647
Tranquilli Financial Advisor
New Jersey
$450K +$33.1K +671 +8%
SRC
648
Sage Rhino Capital
California
$448K +$10.6K +215 +2%
LCWP
649
Legacy Capital Wealth Partners
Arkansas
$445K +$445K +9,001 New
PFG
650
PAX Financial Group
Texas
$442K -$14.2K -288 -3%