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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 %
Capstone Investment Advisors
1076
Capstone Investment Advisors
New York
– -$1.29M -24,819 Closed
PA
1077
PFG Advisors
Arizona
– -$1.28M -24,515 Closed
VIA
1078
Vident Investment Advisory
Georgia
– -$1.05M -20,151 Closed
HI
1079
Harrington Investments
California
– -$979K -18,771 Closed
CCP
1080
Clifford Capital Partners
Utah
– -$835K -16,023 Closed
CRI
1081
Colonial River Investments
Virginia
– -$815K -15,630 Closed
NI
1082
Nuance Investments
Missouri
– -$564K -10,813 Closed
DRD
1083
Dennis R. Delaney
– -$563K -10,800 Closed
SIS
1084
Susquehanna International Securities
Ireland
– -$535K -10,263 Closed
CWM
1085
Cordatus Wealth Management
Pennsylvania
– -$501K -9,612 Closed
CAM
1086
Cypress Asset Management
Texas
– -$444K -8,523 Closed
FFWM
1087
Future Financial Wealth Management
Ohio
– -$416K -7,986 Closed
MWA
1088
Meridian Wealth Advisors
Texas
– -$404K -7,756 Closed
SXL
1089
Summit X LLC
Missouri
– -$382K -7,335 Closed
CT
1090
Coastline Trust
Rhode Island
– -$372K -7,140 Closed
FWP
1091
FAS Wealth Partners
Kansas
– -$360K -6,897 Closed
SG
1092
StoneX Group
New York
– -$312K -5,991 Closed
SWK
1093
Stephen W. Kidder
– -$304K -5,840 Closed
SQA
1094
Simon Quick Advisors
New Jersey
– -$295K -5,653 Closed
MJP
1095
Michael J. Puzo
– -$285K -5,475 Closed
JF
1096
Jump Financial
Illinois
– -$277K -5,310 Closed
BCMO
1097
Buckingham Capital Management (Ohio)
Ohio
– -$265K -5,081 Closed
NL
1098
NWAM LLC
Washington
– -$260K -4,991 Closed
WS
1099
Wedbush Securities
California
– -$255K -4,882 Closed
ECM
1100
ExodusPoint Capital Management
New York
– -$247K -4,733 Closed
42 43
44
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