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Unilever
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Overview Fund Activity

1,102 hedge funds and large institutions have $13.5B invested in Unilever in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 418 increasing their positions, 401 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
17.64%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
95
Increased
418
Reduced
401
Closed
69
Calls
$226M
Puts
$147M
Net Calls
+$79.8M
Net Calls Change
+$16.8M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$172M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$118M
3
CCM
3
Cullen Capital Management
New York
$239M
4
Millennium Management
4
Millennium Management
New York
$55.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.84B

Top Sellers

1
IPAM
1
ICICI Prudential Asset Management
India
$0
2
GRQ
2
Gardner Russo & Quinn
Pennsylvania
$221M
3
FMI
3
Fiduciary Management Inc
Wisconsin
$206M
4
Invesco
4
Invesco
Georgia
$3.85M
5
Stifel Financial
5
Stifel Financial
Missouri
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
51
Corda Investment Management
Texas
$44.1M +$726K +13,978 +2%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$42.1M +$37.9M +729,343 +905%
WG
53
Welch Group
Alabama
$41.8M +$536K +10,321 +1%
Voloridge Investment Management
54
Voloridge Investment Management
Florida
$41.6M -$7.13M -137,346 -15%
Polen Capital Management
55
Polen Capital Management
Florida
$41.3M -$2.25M -43,249 -5%
Brown Advisory
56
Brown Advisory
Maryland
$38.9M +$4.21M +81,144 +12%
Chevy Chase Trust
57
Chevy Chase Trust
Maryland
$38.8M -$115K -2,223 -0.3%
ClearBridge Investments
58
ClearBridge Investments
New York
$36.7M -$855K -16,470 -2%
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.6M -$6.44M -123,934 -15%
OAM
60
Oppenheimer Asset Management
New York
$35.5M +$2.61M +50,252 +8%
SJIC
61
St. James Investment Company
Texas
$35.4M +$759K +14,609 +2%
Allspring Global Investments
62
Allspring Global Investments
North Carolina
$35.3M +$5.24M +100,998 +17%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$33.8M -$2.42M -46,545 -7%
M&T Bank
64
M&T Bank
New York
$33.8M +$469K +9,032 +1%
MIS
65
Morningstar Investment Services
Illinois
$32.8M -$677K -13,044 -2%
TAM
66
Tocqueville Asset Management
New York
$30.9M -$59.2K -1,140 -0.2%
JFL
67
Jarislowsky, Fraser Ltd
Quebec, Canada
$30.9M +$1.17M +22,457 +4%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$30.1M -$768K -14,793 -2%
Pacer Advisors
69
Pacer Advisors
Pennsylvania
$29.8M +$9.18M +176,688 +44%
ACM
70
Advisors Capital Management
New Jersey
$29.4M +$2.34M +45,087 +9%
CAI
71
Capital Advisors Inc
Oklahoma
$27.6M +$943K +18,166 +4%
BCAM
72
Boston Common Asset Management
Massachusetts
$27.4M -$713K -13,727 -3%
CEI
73
Clark Estates Inc
New York
$27.3M – – –
CIBC World Market
74
CIBC World Market
Ontario, Canada
$26.2M -$1.74M -33,468 -6%
SC
75
Saturna Capital
Washington
$25.6M +$401K +7,700 +2%
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