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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
+$47M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$46.8M
3
SRIM
Saratoga Research & Investment Management
California
+$22.7M
4
Jane Street
Jane Street
New York
+$21.9M
5
Capital International Investors
Capital International Investors
California
+$21.7M

Top Sellers

1
ST
Sabal Trust
Florida
-$29.9M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$21.6M
3
Morgan Stanley
Morgan Stanley
New York
-$19.6M
4
FMI
Fiduciary Management Inc
Wisconsin
-$18.5M
5
DWA
Douglass Winthrop Advisors
New York
-$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
651
Sound Income Strategies
Florida
$9K – – –
DI
652
Disciplined Investments
Oklahoma
$8K -$38.4K -600 -83%
ADL
653
Asset Dedication LLC
California
$8K – – –
BWA
654
Burt Wealth Advisors
Maryland
$8K – – –
VCM
655
Versant Capital Management
Arizona
$7K – – –
CFFP
656
Center for Financial Planning
Michigan
$6K – – –
FFC
657
First Financial Corp
Indiana
$6K – – –
TF
658
Tompkins Financial
New York
$6K – – –
FPB
659
First PREMIER Bank
South Dakota
$6K – – –
LFG
660
Larson Financial Group
Missouri
$6K – – –
MWA
661
Moser Wealth Advisors
Washington
$6K +$6K +100 New
SL
662
Savior LLC
Massachusetts
$5K – – –
SIAS
663
Shine Investment Advisory Services
Colorado
$5K – – –
CA
664
Crewe Advisors
Utah
$5K +$5K +76 New
SXL
665
Summit X LLC
Missouri
$4.5K +$31 +77 +0.7%
BWL
666
Bogart Wealth LLC
Virginia
$4K – – –
MAM
667
Meeder Asset Management
Ohio
$4K +$4K +61 New
PCTC
668
Perkins Coie Trust Company
Washington
$3K – – –
BCM
669
Bourgeon Capital Management
Connecticut
$3K – – –
CWC
670
Carolinas Wealth Consulting
North Carolina
$3K +$65 +1 +2%
CCM
671
Copeland Capital Management
Pennsylvania
$3K +$420 +7 +16%
NC
672
NewSquare Capital
Pennsylvania
$2K -$400 -8 -17%
LWA
673
Lenox Wealth Advisors
New York
$2K – – –
FMTCOCP
674
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
GWMIA
675
Global Wealth Management Investment Advisory
Florida
$2K – – –
25 26
27
28 29