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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
-17
Holders Change %
-1.57%
% of All Funds
16.96%
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
Envestnet Asset Management
Illinois
+$61.2M
2
SBH
Segall Bryant & Hamill
Illinois
+$51.9M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$31.2M
4
LP
LMR Partners
United Kingdom
+$27.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$25.4M

Top Sellers

1
GRQ
Gardner Russo & Quinn
Pennsylvania
-$133M
2
Lazard Asset Management
Lazard Asset Management
New York
-$108M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$52.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$38M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$36.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
801
Graybill Wealth Management
Illinois
$250K -$18.9K -383 -7%
BFO
802
Boston Family Office
Massachusetts
$249K – – –
Credit Agricole
803
Credit Agricole
France
$247K +$49.4K +1,000 +25%
Loomis, Sayles & Company
804
Loomis, Sayles & Company
Massachusetts
$246K -$13.2K -267 -5%
FAIM
805
Financial Advocates Investment Management
Washington
$246K -$5.53K -112 -2%
FAG
806
Fortitude Advisory Group
Washington
$246K +$12.9K +261 +6%
QP
807
Quilter Plc
United Kingdom
$243K – – –
OL
808
Optas LLC
Texas
$242K +$840 +17 +0.3%
MHIC
809
Marble Harbor Investment Counsel
Massachusetts
$242K – – –
TC
810
Tacita Capital
Ontario, Canada
$242K – – –
SFI
811
SPC Financial Inc
Maryland
$242K +$8.3K +168 +4%
MWM
812
Mission Wealth Management
California
$242K +$346 +7 +0.1%
BWP
813
Baldwin Wealth Partners
Massachusetts
$240K -$8.65K -175 -3%
RIA
814
Regal Investment Advisors
Michigan
$240K -$7.95K -161 -3%
FC
815
Fulcrum Capital
Washington
$238K +$6.08K +123 +3%
FNFDCM
816
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$237K – – –
FPWM
817
FSB Premier Wealth Management
Iowa
$236K +$30.1K +610 +15%
DS
818
DRW Securities
Illinois
$236K – – –
APW
819
Aurora Private Wealth
New Jersey
$235K +$235K +4,755 New
RB
820
Renasant Bank
Mississippi
$234K -$2.67K -54 -1%
KFC
821
Klingenstein Fields & Co
New York
$233K – – –
NP
822
Nilsine Partners
Colorado
$233K +$889 +18 +0.4%
SF
823
Symphony Financial
Texas
$233K -$244 -5 -0.1%
TA
824
Tiedemann Advisors
New York
$232K +$232K +4,688 New
LF
825
Lantz Financial
Illinois
$231K -$395 -8 -0.2%
31 32
33
34 35