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Unilever
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Overview Fund Activity

1,089 hedge funds and large institutions have $12.5B invested in Unilever in 2024 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 408 increasing their positions, 417 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,089
Holders Change
-16
Holders Change %
-1.45%
% of All Funds
15.79%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
89
Increased
408
Reduced
417
Closed
93
Calls
$140M
Puts
$80.5M
Net Calls
+$59.4M
Net Calls Change
+$13.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$718M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$423M
3
EIC
Equity Investment Corp
Georgia
$146M
4
Millennium Management
Millennium Management
New York
$89.2M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.79B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$405M
2
MNG
Manning & Napier Group
New York
$9.44M
3
BlackRock
BlackRock
New York
$802M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.5M
5
Northern Trust
Northern Trust
Illinois
$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRB
1151
Chad R. Baker
– -$202K -4,160 Closed
KA
1152
Kovack Advisors
Florida
– -$201K -4,137 Closed
GWS
1153
Glassman Wealth Services
Virginia
– -$81.9K -1,689 Closed
DEM
1154
Disciplined Equity Management
Florida
– -$72.7K -1,500 Closed
PS
1155
Planned Solutions
California
– -$43.6K -900 Closed
VAMG
1156
Voisard Asset Management Group
Michigan
– -$31.1K -642 Closed
GG
1157
Greenwood Gearhart
Arkansas
– -$28.8K -595 Closed
LPP
1158
Life Planning Partners
Florida
– -$26.7K -550 Closed
FWM
1159
Focused Wealth Management
New York
– -$25.1K -519 Closed
RFA
1160
Resurgent Financial Advisors
Georgia
– -$24.1K -498 Closed
IWP
1161
IAG Wealth Partners
Wisconsin
– -$19.4K -400 Closed
AWM
1162
Activest Wealth Management
Florida
– -$17.7K -365 Closed
OA
1163
Operose Advisors
Wisconsin
– -$16.7K -344 Closed
W
1164
WealthCollab
Washington
– -$12.6K -259 Closed
GI
1165
Gradient Investments
Minnesota
– -$11.7K -241 Closed
RIM
1166
Rockbridge Investment Management
New York
– -$11.2K -230 Closed
CCA
1167
Criterion Capital Advisors
Tennessee
– -$10.5K -218 Closed
AT
1168
Arlington Trust
Alabama
– -$10.2K -211 Closed
JFGIW
1169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$10.1K -209 Closed
CBT
1170
CoreFirst Bank & Trust
Kansas
– -$8K -165 Closed
TCA
1171
Trifecta Capital Advisors
Illinois
– -$7.61K -157 Closed
RFG
1172
REAP Financial Group
Texas
– -$7.19K -148 Closed
BCM
1173
Bourgeon Capital Management
Connecticut
– -$5.33K -110 Closed
LF
1174
Lee Financial
Texas
– -$4.66K -96 Closed
PWA
1175
Provenance Wealth Advisors
Florida
– -$3.15K -65 Closed
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