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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 %
CAC
826
Core Alternative Capital
Georgia
$230K +$191K +3,858 +482%
EFMC
827
Empire Financial Management Company
New York
$229K -$2.87K -58 -1%
PWMAG
828
Pinnacle Wealth Management Advisory Group
New Jersey
$228K -$4.94K -100 -2%
9WM
829
9258 Wealth Management
Ohio
$228K – – –
AF
830
Advisornet Financial
Minnesota
$227K -$16.7K -339 -7%
1WM
831
1900 Wealth Management
Texas
$226K +$226K +4,580 New
LI
832
Lafayette Investments
Maryland
$226K +$2.47K +50 +1%
NDSI
833
Newman Dignan & Sheerar Inc
Rhode Island
$222K – – –
KTA
834
Keeley-Teton Advisors
Illinois
$222K – – –
STA
835
Summit Trail Advisors
New York
$222K -$257K -5,204 -54%
AWA
836
Arkadios Wealth Advisors
Georgia
$222K +$24K +485 +12%
SAM
837
S.A. Mason
Michigan
$222K – – –
FHA
838
First Horizon Advisors
Tennessee
$221K +$32.4K +656 +17%
CDH
839
Charles D. Hyman
$221K – – –
IA
840
IFG Advisory
Georgia
$221K -$324K -6,551 -59%
RTC
841
Riverview Trust Company
Washington
$221K – – –
AT
842
Avalon Trust
New Mexico
$220K -$56.8K -1,150 -21%
IAIM
843
International Assets Investment Management
Florida
$219K +$4.78K +98 +2%
BGC
844
Beutel, Goodman & Co
Ontario, Canada
$218K – – –
AIM
845
Alhambra Investment Management
Florida
$217K – – –
FSA
846
Fort Sheridan Advisors
Illinois
$217K – – –
AWM
847
Absher Wealth Management
North Carolina
$216K +$4K +81 +2%
IAN
848
Integrated Advisors Network
Texas
$216K -$73.1K -1,479 -25%
WTA
849
Washington Trust Advisors
Massachusetts
$214K – – –
CFG
850
Carr Financial Group
Massachusetts
$214K -$14.9K -312 -6%
32 33
34
35 36