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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 %
Baird Financial Group
126
Baird Financial Group
Wisconsin
$9.19M -$415K -8,392 -4%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$9.12M -$1.41M -28,510 -13%
ACI
128
Alpha Cubed Investments
California
$8.91M -$817K -16,544 -8%
PAG
129
Private Advisory Group
Washington
$8.79M +$1.06M +21,482 +14%
CSPIA
130
Cary Street Partners Investment Advisory
Virginia
$8.77M +$3.18M +64,391 +57%
CAN
131
Cetera Advisor Networks
California
$8.77M +$272K +5,512 +3%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$8.59M -$257K -5,205 -3%
NC
133
Nicholas Company
Wisconsin
$8.58M -$34.3K -695 -0.4%
CYG
134
Clean Yield Group
Vermont
$8.54M -$77.6K -1,605 -0.9%
AAIM
135
American Assets Investment Management
California
$8.4M – – –
GF
136
Gabelli Funds
New York
$8.26M – – –
MGIA
137
Matthew Goff Investment Advisor
Texas
$8.26M +$17.5K +355 +0.2%
BCI
138
Brinker Capital Investments
Pennsylvania
$8.24M +$200K +4,051 +2%
OPS
139
Orion Portfolio Solutions
Nebraska
$8.24M +$200K +4,051 +2%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$8.2M +$2.33M +47,208 +40%
Millennium Management
141
Millennium Management
New York
$8.2M -$30.3M -613,978 -79%
MCP
142
Martin Capital Partners
Oregon
$8.08M -$9.14K -185 -0.1%
AG
143
Advocate Group
Minnesota
$7.98M -$940K -19,031 -11%
PTC
144
Philadelphia Trust Company
Pennsylvania
$7.79M +$42.2K +855 +0.5%
RT
145
Rockland Trust
Massachusetts
$7.63M +$108K +2,182 +1%
GC
146
Guardian Capital
Ontario, Canada
$7.55M -$600K -12,154 -7%
AF
147
Alerus Financial
North Dakota
$7.48M +$541K +10,946 +8%
HFS
148
Hantz Financial Services
Michigan
$7.43M +$134K +2,709 +2%
SAI
149
Systematic Alpha Investments
New Jersey
$7.31M – – –
SIS
150
Sound Income Strategies
Florida
$7.3M +$551K +11,155 +8%
4 5
6
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