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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
$235M
2
SBH
Segall Bryant & Hamill
Illinois
$51.9M
3
Fisher Asset Management
Fisher Asset Management
Washington
$488M
4
LP
LMR Partners
United Kingdom
$37.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$422M

Top Sellers

1
GRQ
Gardner Russo & Quinn
Pennsylvania
$4.9M
2
Lazard Asset Management
Lazard Asset Management
New York
$181M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.65B
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$61.7M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
1051
Flaharty Asset Management
Florida
$1.68K +$1.68K +34 New
GJIA
1052
Glass Jacobson Investment Advisors
Maryland
$1.48K – – –
UFF
1053
USA Financial Formulas
Michigan
$1.48K – – –
MIM
1054
Macroview Investment Management
Maryland
$1.43K +$1.43K +29 New
SWM
1055
Sanctuary Wealth Management
Idaho
$1.28K – – –
AFS
1056
Annapolis Financial Services
Maryland
$1.09K – – –
HWP
1057
Hibernia Wealth Partners
Louisiana
$1.09K +$1.09K +22 New
DAC
1058
Dividend Assets Capital
South Carolina
$1K -$3.33K -100 -77%
AW
1059
Avion Wealth
Texas
$1K – – –
CAS
1060
Coppell Advisory Solutions
Texas
$755 -$3.62K -72 -83%
AWM
1061
Abound Wealth Management
Tennessee
$609 -$2.44K -48 -80%
CPG
1062
Cornerstone Planning Group
New Jersey
$593 +$198 +4 +50%
RF
1063
Robbins Farley
New Hampshire
$494 – – –
BONH
1064
Bank of New Hampshire
New Hampshire
$198 – – –
TCM
1065
Tradewinds Capital Management
Washington
$149 – – –
Balyasny Asset Management
1066
Balyasny Asset Management
Illinois
– -$36.7M -704,217 Closed
Comerica Bank
1067
Comerica Bank
Texas
– -$8 -242,652 Closed
SG Americas Securities
1068
SG Americas Securities
New York
– -$8.99M -172,400 Closed
MAA
1069
Matrix Asset Advisors
New York
– -$7.93M -152,125 Closed
V
1070
Veritable
Delaware
– -$4.24M -81,324 Closed
Squarepoint
1071
Squarepoint
New York
– -$3.8M -72,869 Closed
CF
1072
Cantor Fitzgerald
New York
– -$2.79M -53,602 Closed
ACM
1073
Aquatic Capital Management
Illinois
– -$2.25M -43,100 Closed
USCWA
1074
U.S. Capital Wealth Advisors
Texas
– -$1.81M -34,642 Closed
SC
1075
Stolper & Co
Oklahoma
– -$1.33M -25,409 Closed
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