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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 %
IIM
1101
InTrack Investment Management
Vermont
– -$670K -12,650 Closed
AWP
1102
Ascent Wealth Partners
New York
– -$564K -11,694 Closed
AAS
1103
Ameritas Advisory Services
Nebraska
– -$550K -10,107 Closed
RCA
1104
Reitz Capital Advisors
Michigan
– -$524K -10,085 Closed
FIA
1105
FNY Investment Advisers
New York
– -$519K -10,000 Closed
BIP
1106
Blueprint Investment Partners
North Carolina
– -$505K -9,727 Closed
JIP
1107
Jaffetilchin Investment Partners
Florida
– -$493K -9,497 Closed
E
1108
Ergoteles
New York
– -$493K -9,488 Closed
WCM Investment Management
1109
WCM Investment Management
California
– -$481K -9,258 Closed
CFAM
1110
Center For Asset Management
Florida
– -$430K -8,280 Closed
LCWP
1111
Legacy Capital Wealth Partners
Arkansas
– -$386K -7,435 Closed
SPP
1112
Single Point Partners
Massachusetts
– -$380K -7,314 Closed
TNA
1113
True North Advisors
Texas
– -$375K -7,226 Closed
HIG
1114
Herr Investment Group
Texas
– -$367K -7,068 Closed
CCG
1115
Cypress Capital Group
Florida
– -$365K -7,034 Closed
FRM
1116
Fox Run Management
Connecticut
– -$358K -6,899 Closed
BAM
1117
Belpointe Asset Management
Nevada
– -$358K -6,893 Closed
RG
1118
Rathbones Group
United Kingdom
– -$351K -6,760 Closed
AT
1119
Arden Trust
Delaware
– -$333K -6,426 Closed
XT
1120
XTX Topco
Cayman Islands
– -$291K -5,597 Closed
MIA
1121
MMBG Investment Advisors
Florida
– -$286K -5,514 Closed
JWCA
1122
J.W. Cole Advisors
Florida
– -$281K -5,402 Closed
EVM
1123
Evelyn V. Moreno
– -$274K -5,271 Closed
SIG
1124
Stonegate Investment Group
Alabama
– -$260K -5,006 Closed
WA
1125
Waddell & Associates
Tennessee
– -$258K -4,960 Closed
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45
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