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Unilever
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Overview Fund Activity

1,105 hedge funds and large institutions have $12.2B invested in Unilever in 2023 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 287 increasing their positions, 519 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,105
Holders Change
+41
Holders Change %
+3.85%
% of All Funds
16.2%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
128
Increased
287
Reduced
519
Closed
69
Calls
$157M
Puts
$111M
Net Calls
+$46.1M
Net Calls Change
+$16.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$798M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$70.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.67B
4
Fisher Asset Management
Fisher Asset Management
Washington
$525M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$458M

Top Sellers

1
CCM
Cullen Capital Management
New York
$148M
2
Bank of America
Bank of America
North Carolina
$408M
3
BlackRock
BlackRock
New York
$839M
4
Federated Hermes
Federated Hermes
Pennsylvania
$69.7M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$47.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGA
126
Sustainable Growth Advisers
Connecticut
$8.8M +$2.56M +52,805 +41%
CYG
127
Clean Yield Group
Vermont
$8.71M +$144K +2,970 +2%
Envestnet Portfolio Solutions
128
Envestnet Portfolio Solutions
Illinois
$8.71M -$1.04M -21,504 -11%
Citadel Advisors
129
Citadel Advisors
Florida
$8.57M +$8.57M +176,847 New
CSPIA
130
Cary Street Partners Investment Advisory
Virginia
$8.48M -$132K -2,728 -2%
RT
131
Rockland Trust
Massachusetts
$8.45M +$963K +19,861 +13%
Pathstone Holdings
132
Pathstone Holdings
New Jersey
$8.44M +$8.44M +174,088 New
NC
133
Nicholas Company
Wisconsin
$8.42M – – –
CAN
134
Cetera Advisor Networks
California
$8.3M -$309K -6,378 -4%
AAIM
135
American Assets Investment Management
California
$8.24M – – –
MGIA
136
Matthew Goff Investment Advisor
Texas
$8.08M -$24.2K -500 -0.3%
Jennison Associates
137
Jennison Associates
New York
$8.04M +$8.04M +165,791 New
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$7.98M -$966K -19,932 -11%
GF
139
Gabelli Funds
New York
$7.94M -$172K -3,547 -2%
AF
140
Alerus Financial
North Dakota
$7.81M +$478K +9,869 +7%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$7.8M -$1.22M -25,117 -13%
SIS
142
Sound Income Strategies
Florida
$7.73M +$567K +11,700 +8%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$7.72M -$702K -14,474 -8%
BPA
144
Beacon Pointe Advisors
California
$7.72M -$6.94M -143,252 -47%
BCM
145
Becker Capital Management
Oregon
$7.61M -$10.5M -215,764 -58%
PTC
146
Philadelphia Trust Company
Pennsylvania
$7.53M -$112K -2,320 -1%
MCP
147
Martin Capital Partners
Oregon
$7.45M -$478K -9,865 -6%
GC
148
Guardian Capital
Ontario, Canada
$7.29M -$115K -2,370 -2%
AG
149
Advocate Group
Minnesota
$7.23M -$601K -12,394 -8%
SAI
150
Systematic Alpha Investments
New Jersey
$7.17M – – –
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