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Unilever
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Overview Fund Activity

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.

Holders
1,064
Holders Change
-17
Holders Change %
-1.57%
% of All Funds
16.97%
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

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$235M
2
SBH
2
Segall Bryant & Hamill
Illinois
$51.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$488M
4
LP
4
LMR Partners
United Kingdom
$37.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$422M

Top Sellers

1
GRQ
1
Gardner Russo & Quinn
Pennsylvania
$4.9M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$181M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.65B
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$61.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Polen Capital Management
51
Polen Capital Management
Florida
$38.7M +$856K +17,335 +2%
LP
52
LMR Partners
United Kingdom
$37.9M +$27.8M +562,308 +274%
OAM
53
Oppenheimer Asset Management
New York
$36.4M +$2.48M +50,134 +7%
SJIC
54
St. James Investment Company
Texas
$36.2M +$3.68M +74,539 +11%
UBS Group
55
UBS Group
Switzerland
$34.1M -$1.45M -29,288 -4%
Optiver Holding
56
Optiver Holding
Netherlands
$33.4M -$5.28M -106,785 -14%
Citigroup
57
Citigroup
New York
$33.2M +$11.2M +227,681 +51%
Allspring Global Investments
58
Allspring Global Investments
North Carolina
$32.8M -$477K -9,655 -1%
M&T Bank
59
M&T Bank
New York
$32.5M -$148K -2,995 -0.5%
Pacer Advisors
60
Pacer Advisors
Pennsylvania
$32.2M +$872K +17,655 +3%
Corient Private Wealth
61
Corient Private Wealth
Florida
$30.2M +$1.2M +24,293 +4%
MIS
62
Morningstar Investment Services
Illinois
$30.1M -$300K -6,104 -1%
NA
63
NewEdge Advisors
Louisiana
$29.9M +$1.93M +39,002 +7%
ACM
64
Advisors Capital Management
New Jersey
$29.7M +$698K +14,124 +2%
JFL
65
Jarislowsky, Fraser Ltd
Quebec, Canada
$29.3M -$687K -13,916 -2%
TAM
66
Tocqueville Asset Management
New York
$28.6M -$561K -11,347 -2%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.8M -$536K -10,849 -2%
Osaic Holdings
68
Osaic Holdings
Arizona
$27.4M +$4.3M +87,091 +19%
Marshall Wace
69
Marshall Wace
United Kingdom
$27.4M +$8.38M +169,649 +44%
CAI
70
Capital Advisors Inc
Oklahoma
$27M -$322K -6,512 -1%
SC
71
Saturna Capital
Washington
$26.7M +$2.05M +41,565 +8%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$26.6M -$3.15M -63,830 -11%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$26.3M -$2.13M -43,122 -7%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$25.6M -$100K -2,034 -0.4%
BCAM
75
Boston Common Asset Management
Massachusetts
$25.4M -$790K -15,996 -3%
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