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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 %
PWMG
951
Prestige Wealth Management Group
New Jersey
$49.5K – – –
JWA
952
JFS Wealth Advisors
Pennsylvania
$48.2K -$3.39K -65 -7%
GFPC
953
Global Financial Private Client
Florida
$47.4K -$680 -13 -1%
BWL
954
Bogart Wealth LLC
Virginia
$44.6K -$4.17K -80 -9%
MLA
955
MB, Levis & Associates
Pennsylvania
$42.4K – – –
SWM
956
Sugarloaf Wealth Management
Georgia
$42.2K – – –
CAC
957
Core Alternative Capital
Georgia
$41.7K – – –
NFSG
958
Newbridge Financial Services Group
Florida
$41.7K +$209 +4 +0.5%
BWM
959
Baystate Wealth Management
Massachusetts
$40K +$365 +7 +0.9%
APC
960
Aspire Private Capital
North Carolina
$39.7K -$834 -16 -2%
WP
961
WealthPLAN Partners
Nebraska
$39.1K -$11.6K -223 -23%
BLC
962
Brown, Lisle/Cummings
Rhode Island
$38.6K -$20.9K -400 -35%
CSC
963
Caldwell Sutter Capital
California
$38.5K +$30.9K +592 +405%
SS
964
Sunbelt Securities
Texas
$38.3K +$261 +5 +0.7%
AWM
965
Atticus Wealth Management
Florida
$37.5K – – –
CA
966
Clearstead Advisors
Ohio
$34.1K +$6.52K +125 +24%
RFA
967
Resurgent Financial Advisors
Georgia
$33.5K -$9.07K -174 -21%
FP
968
Financial Perspectives
Minnesota
$33.1K – – –
AAP
969
Arax Advisory Partners
Colorado
$32.6K +$1.1K +21 +3%
GGI
970
Godsey & Gibb Inc
Virginia
$31.3K – – –
CTB
971
Country Trust Bank
Illinois
$29.3K – – –
PMFA
972
Plante Moran Financial Advisors
Michigan
$28.1K – – –
CA
973
Centerpoint Advisors
Massachusetts
$28K +$211 +4 +0.8%
JWM
974
Janiczek Wealth Management
Colorado
$27.8K +$2.14K +41 +8%
FWM
975
Focused Wealth Management
New York
$26.7K +$156 +3 +0.6%
37 38
39
40 41