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Unilever
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Overview Fund Activity

1,081 hedge funds and large institutions have $13.2B invested in Unilever in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 403 increasing their positions, 405 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,081
Holders Change
-21
Holders Change %
-1.91%
% of All Funds
17.05%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.27%
New
72
Increased
403
Reduced
405
Closed
82
Calls
$184M
Puts
$170M
Net Calls
+$13.9M
Net Calls Change
-$65.9M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$305M
2
Fisher Asset Management
Fisher Asset Management
Washington
$482M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$419M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$36.7M
5
Optiver Holding
Optiver Holding
Netherlands
$40.8M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$17.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$183M
3
GRQ
Gardner Russo & Quinn
Pennsylvania
$146M
4
SBH
Segall Bryant & Hamill
Illinois
$0
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
826
Lantz Financial
Illinois
$244K +$33.5K +642 +16%
FC
827
FORA Capital
Florida
$244K +$244K +4,677 New
9WM
828
9258 Wealth Management
Ohio
$240K – – –
WT
829
Washington Trust
Rhode Island
$240K +$31K +594 +15%
SAMT
830
Select Asset Management & Trust
Pennsylvania
$237K -$1.93K -37 -0.8%
PIM
831
Penobscot Investment Management
Massachusetts
$236K – – –
LI
832
Lafayette Investments
Maryland
$236K – – –
NDSI
833
Newman Dignan & Sheerar Inc
Rhode Island
$235K – – –
KTA
834
Keeley-Teton Advisors
Illinois
$235K – – –
MGIA
835
Moneta Group Investment Advisors
Missouri
$234K +$234K +4,485 New
SAM
836
S.A. Mason
Michigan
$233K – – –
RTC
837
Riverview Trust Company
Washington
$233K – – –
CDH
838
Charles D. Hyman
$233K -$157K -3,000 -40%
BGC
839
Beutel, Goodman & Co
Ontario, Canada
$230K – – –
AIM
840
Alhambra Investment Management
Florida
$229K – – –
FSA
841
Fort Sheridan Advisors
Illinois
$229K – – –
IAIM
842
International Assets Investment Management
Florida
$229K +$9.38K +180 +4%
WTA
843
Washington Trust Advisors
Massachusetts
$226K -$19K -364 -8%
CHAM
844
Clear Harbor Asset Management
Connecticut
$224K – – –
SMA
845
Seven Mile Advisory
New Jersey
$224K +$224K +4,297 New
KOCAA
846
Knights of Columbus Asset Advisors
Connecticut
$224K -$74.1K -1,421 -25%
SC
847
Sepio Capital
Utah
$223K -$8.24K -158 -4%
AWM
848
Absher Wealth Management
North Carolina
$223K -$21K -403 -9%
RMDI
849
R.M. Davis Inc
Maine
$222K +$21.3K +410 +11%
FFM
850
Forum Financial Management
Illinois
$222K -$52 -1 -0%
32 33
34
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