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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
16.97%
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
1
Envestnet Asset Management
Illinois
$235M
2
SBH
2
Segall Bryant & Hamill
Illinois
$51.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$488M
4
LP
4
LMR Partners
United Kingdom
$37.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$422M

Top Sellers

1
GRQ
1
Gardner Russo & Quinn
Pennsylvania
$4.9M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$181M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.65B
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$61.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
101
Beacon Pointe Advisors
California
$14.9M +$10.4M +210,508 +229%
HTC
102
Haverford Trust Company
Pennsylvania
$14.8M -$404K -8,175 -3%
YAM
103
Yacktman Asset Management
Texas
$14.7M -$285K -5,771 -2%
ZAM
104
Zevin Asset Management
Massachusetts
$14.6M -$32K -648 -0.2%
YL
105
YCG LLC
Texas
$14.5M +$1.83K +37 +0%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$14M -$3.12M -63,111 -18%
Creative Planning
107
Creative Planning
Kansas
$13M +$2.51M +50,880 +24%
Franklin Resources
108
Franklin Resources
California
$12.1M -$48.9K -989 -0.4%
MML Investors Services
109
MML Investors Services
Massachusetts
$12M +$463K +9,363 +4%
RCYC
110
Richard C. Young & Co
Rhode Island
$11.6M +$84.1K +1,702 +0.7%
MWM
111
Modera Wealth Management
New Jersey
$11.4M +$1.74M +35,257 +18%
WCM
112
Wallace Capital Management
Texas
$10.9M -$75.4K -1,526 -0.7%
TPCM
113
Templeton & Phillips Capital Management
Tennessee
$10.4M +$2.42K +49 +0%
GA
114
GFS Advisors
Texas
$10.3M +$2.04M +41,384 +25%
CAM
115
Cresset Asset Management
Illinois
$10.3M +$404K +8,176 +4%
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$10.2M +$10.2M +207,016 New
CGH
117
Crossmark Global Holdings
Texas
$10M -$526K -10,844 -5%
Envestnet Portfolio Solutions
118
Envestnet Portfolio Solutions
Illinois
$9.93M +$9.93M +201,073 New
TC
119
TownSquare Capital
Utah
$9.89M +$1.43M +28,935 +17%
MAP
120
Managed Asset Portfolios
Michigan
$9.75M +$70.1K +1,420 +0.7%
BIP
121
Brandes Investment Partners
California
$9.69M -$80.2K -1,624 -0.8%
FPFS
122
First Personal Financial Services
North Carolina
$9.65M +$334K +6,768 +4%
LBC
123
Lowe Brockenbrough & Co
Virginia
$9.58M -$11.6K -235 -0.1%
XF
124
XML Financial
Maryland
$9.52M -$19.6K -397 -0.2%
HF
125
HRT Financial
New York
$9.43M +$9.19M +186,074 +3,878%
3 4
5
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