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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 %
FC
1101
FORA Capital
Florida
– -$244K -4,677 Closed
SAMT
1102
Select Asset Management & Trust
Pennsylvania
– -$237K -4,553 Closed
MGIA
1103
Moneta Group Investment Advisors
Missouri
– -$234K -4,485 Closed
CHAM
1104
Clear Harbor Asset Management
Connecticut
– -$224K -4,302 Closed
RMDI
1105
R.M. Davis Inc
Maine
– -$222K -4,265 Closed
CFO
1106
Callan Family Office
Pennsylvania
– -$217K -4,161 Closed
RW
1107
Rede Wealth
Virginia
– -$213K -4,089 Closed
CAM
1108
Carret Asset Management
New York
– -$211K -4,044 Closed
IC
1109
Inscription Capital
Texas
– -$211K -4,041 Closed
HW
1110
Hancock Whitney
Mississippi
– -$209K -4,018 Closed
PWA
1111
Physician Wealth Advisors
Utah
– -$210K -4,012 Closed
MMPW
1112
Mitchell McLeod Pugh & Williams
Alabama
– -$209K -4,002 Closed
BWM
1113
BigSur Wealth Management
Florida
– -$209K -4,000 Closed
PWP
1114
Private Wealth Partners
California
– -$209K -4,000 Closed
PCP
1115
Proficio Capital Partners
Massachusetts
– -$207K -3,976 Closed
SA
1116
SL Advisors
New Jersey
– -$205K -3,938 Closed
Verition Fund Management
1117
Verition Fund Management
Connecticut
– -$205K -3,936 Closed
FSA
1118
Franklin Street Advisors
North Carolina
– -$203K -3,901 Closed
TT
1119
TI-Trust
Illinois
– -$202K -3,881 Closed
EDRH
1120
Edmond de Rothschild Holding
Switzerland
– -$167K -3,213 Closed
RI
1121
Ridgewood Investments
New Jersey
– -$166K -3,179 Closed
BAM
1122
Bosun Asset Management
Illinois
– -$104K -2,000 Closed
OPTFSNA
1123
Old Point Trust & Financial Services N A
Virginia
– -$83.8K -1,608 Closed
WP
1124
WealthPLAN Partners
Nebraska
– -$39.1K -750 Closed
WIM
1125
WealthPlan Investment Management
Nebraska
– -$18K -346 Closed
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