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Unilever
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Overview Fund Activity

1,020 hedge funds and large institutions have $10.7B invested in Unilever in 2022 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 401 increasing their positions, 368 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,020
Holders Change
-77
Holders Change %
-7.02%
% of All Funds
16.14%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
95
Increased
401
Reduced
368
Closed
159
Calls
$182M
Puts
$101M
Net Calls
+$81.7M
Net Calls Change
-$31.3M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$108M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$100M
3
EIC
Equity Investment Corp
Georgia
+$59.2M
4
Stifel Financial
Stifel Financial
Missouri
+$57.9M
5
RRAM
River Road Asset Management
Kentucky
+$45.2M

Top Sellers

1
CP
Coho Partners
Pennsylvania
-$132M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$113M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$104M
4
HL
Harding Loevner
New Jersey
-$87M
5
Bank of America
Bank of America
North Carolina
-$69M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
726
Prospera Financial Services
Texas
$269K +$31.6K +692 +13%
FOA
727
Five Oceans Advisors
California
$268K +$71.5K +1,572 +36%
TIA
728
Traphagen Investment Advisors
New Jersey
$268K -$20.1K -441 -7%
DFA
729
Delta Financial Advisors
Louisiana
$267K +$56.1K +1,229 +27%
BHIA
730
Birch Hill Investment Advisors
Massachusetts
$265K -$47.4K -1,039 -15%
LC
731
Lincoln Capital
Nebraska
$264K +$25.5K +560 +11%
CCP
732
Corient Capital Partners
California
$261K -$185K -4,069 -42%
SAMT
733
Select Asset Management & Trust
Pennsylvania
$260K – – –
EVM
734
Evelyn V. Moreno
$260K +$260K +5,702 New
HBW
735
Hazlett, Burt & Watson
West Virginia
$259K +$259K +5,672 New
HSA
736
HBK Sorce Advisory
Pennsylvania
$258K -$1.02M -22,384 -80%
CWM
737
Circle Wealth Management
New Jersey
$258K – – –
FFG
738
Frisch Financial Group
New York
$258K +$2.73K +60 +1%
MWM
739
Mission Wealth Management
California
$257K -$37.5K -823 -13%
MA
740
Montag & Associates
Georgia
$257K – – –
P
741
Palladiem
Pennsylvania
$255K – – –
9WM
742
9258 Wealth Management
Ohio
$255K +$7.23K +159 +3%
GWM
743
Graybill Wealth Management
Illinois
$252K -$3.91M -85,708 -94%
TIAM2
744
Tru Independence Asset Management 2
Oregon
$251K -$3K -66 -1%
AB
745
Atlas Brown
Kentucky
$251K -$455 -10 -0.2%
AP
746
Americana Partners
Texas
$250K -$106K -2,393 -30%
EWM
747
EPG Wealth Management
Georgia
$250K -$12.5K -275 -5%
PWPS
748
Pinnacle Wealth Planning Services
Ohio
$249K -$295K -6,477 -54%
PHIC
749
Pine Haven Investment Counsel
Massachusetts
$249K +$25.6K +560 +11%
BFO
750
Boston Family Office
Massachusetts
$248K -$45.6K -1,000 -16%
28 29
30
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