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Unilever
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$368M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$56.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$54M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$46.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$43.4M

Top Sellers

1
CCM
Cullen Capital Management
New York
-$69M
2
Bank of America
Bank of America
North Carolina
-$67.1M
3
BlackRock
BlackRock
New York
-$63.7M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$55.6M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$44.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFSC
626
Keystone Financial Services (Colorado)
Colorado
$479K +$14.6K +301 +3%
DLA
627
Douglas Lane & Associates
New York
$476K -$193K -3,972 -29%
RDWM
628
Red Door Wealth Management
Tennessee
$473K -$16.6K -343 -3%
DWP
629
Daymark Wealth Partners
Ohio
$472K -$36.6K -755 -7%
HAG
630
HF Advisory Group
Maryland
$471K +$57.4K +1,185 +14%
AF
631
Allworth Financial
California
$470K -$29.7K -613 -6%
BAM
632
Beaumont Asset Management
Texas
$469K -$6.3K -130 -1%
PA
633
Procyon Advisors
Connecticut
$465K -$264K -5,442 -36%
BMCM
634
Bryn Mawr Capital Management
Pennsylvania
$465K -$82.1K -1,693 -15%
IF
635
Intrua Financial
Texas
$465K -$28.2K -582 -6%
BWM
636
BKM Wealth Management
Wisconsin
$465K +$465K +9,591 New
MCM
637
Mengis Capital Management
Oregon
$464K +$157K +3,245 +51%
PTC
638
Private Trust Company
Ohio
$461K -$122K -2,518 -21%
RGF
639
Retirement Guys Formula
Ohio
$460K +$1.07K +22 +0.2%
BTW
640
Boston Trust Walden
Massachusetts
$455K -$6.11K -126 -1%
HFM
641
Hartford Funds Management
Pennsylvania
$454K +$111K +2,282 +32%
PCM
642
Parsons Capital Management
Rhode Island
$454K -$324K -6,688 -42%
MG
643
Mather Group
Illinois
$454K -$194 -4 -0%
BDFN
644
Bond & Devick Financial Network
Minnesota
$451K +$776 +16 +0.2%
RP
645
Raelipskie Partnership
Ontario, Canada
$448K +$448K +9,245 New
MFIM
646
Mesirow Financial Investment Management
Illinois
$448K +$448K +9,240 New
TPWM
647
Twelve Points Wealth Management
Massachusetts
$446K -$24.9K -513 -5%
LCGC
648
Legacy Capital Group California
California
$446K -$96.6K -1,992 -18%
CPC
649
Cookson Peirce & Co
Pennsylvania
$445K -$461K -9,505 -51%
Bessemer Group
650
Bessemer Group
New Jersey
$445K +$96.9K +2,000 +28%
24 25
26
27 28