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Unilever
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Overview Fund Activity

677 hedge funds and large institutions have $4.93B invested in Unilever in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 275 increasing their positions, 213 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
677
Holders Change
+8
Holders Change %
+1.2%
% of All Funds
13.92%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.27%
New
73
Increased
275
Reduced
213
Closed
61
Calls
$29.1M
Puts
$48.2M
Net Calls
-$19.2M
Net Calls Change
-$19.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$125M
2
FMI
Fiduciary Management Inc
Wisconsin
+$37.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$30.4M
4
RJA
Raymond James & Associates
Florida
+$26.4M
5
CAI
Capital Advisors Inc
Oklahoma
+$22.9M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$33.1M
2
Morgan Stanley
Morgan Stanley
New York
-$24.7M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$23.2M
4
Goldman Sachs
Goldman Sachs
New York
-$19.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
651
Versant Capital Management
Arizona
$6K – – –
FPB
652
First PREMIER Bank
South Dakota
$6K – – –
CFD
653
Creative Financial Designs
Indiana
$6K +$6K +101 New
TF
654
Tompkins Financial
New York
$5K – – –
FFC
655
First Financial Corp
Indiana
$5K – – –
BWA
656
BDO Wealth Advisors
Florida
$5K – – –
SIAS
657
Shine Investment Advisory Services
Colorado
$5K +$1.39K +23 +38%
NG
658
NWK Group
California
$5K +$5K +91 New
LFG
659
Larson Financial Group
Missouri
$5K +$5K +100 New
JIR
660
James Investment Research
Ohio
$4K – – –
BWL
661
Bogart Wealth LLC
Virginia
$4K – – –
SL
662
Savior LLC
Massachusetts
$4K – – –
FCH
663
Freestone Capital Holdings
Washington
$3.98K +$670 +12,213 +20%
NC
664
NewSquare Capital
Pennsylvania
$3K +$500 +8 +20%
JWM
665
Janiczek Wealth Management
Colorado
$3K +$3K +49 New
CCM
666
Copeland Capital Management
Pennsylvania
$2K -$93 -2 -4%
FMTCOCP
667
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
BCM
668
Bourgeon Capital Management
Connecticut
$2K – – –
PCTC
669
Perkins Coie Trust Company
Washington
$2K – – –
LWA
670
Lenox Wealth Advisors
New York
$2K – – –
CWC
671
Carolinas Wealth Consulting
North Carolina
$2K +$2K +45 New
KFS
672
Kelly Financial Services
Massachusetts
$1.05K – – –
GWMIA
673
Global Wealth Management Investment Advisory
Florida
$1K – – –
OSAM
674
O'Shaughnessy Asset Management
Connecticut
$1K +$1K +16 New
GAM
675
Gemmer Asset Management
California
$1K +$1K +18 New
25 26
27
28 29