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Unilever
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Overview Fund Activity

1,103 hedge funds and large institutions have $12.6B invested in Unilever in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 372 increasing their positions, 447 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,103
Holders Change
+14
Holders Change %
+1.29%
% of All Funds
16.04%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.25%
New
101
Increased
372
Reduced
447
Closed
74
Calls
$154M
Puts
$138M
Net Calls
+$15.6M
Net Calls Change
-$43.8M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$859M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$98.2M
3
SSA
3
Schonfeld Strategic Advisors
New York
$70.6M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$71.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$241M

Top Sellers

1
GA
1
GFS Advisors
Texas
$11.5M
2
BlackRock
2
BlackRock
New York
$416M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$322M
4
Bank of America
4
Bank of America
North Carolina
$400M
5
Stifel Financial
5
Stifel Financial
Missouri
$32M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
126
Nicholas Company
Wisconsin
$9.54M -$2.75K -50 -0%
WA
127
Waverly Advisors
Alabama
$9.45M +$9.11M +165,697 +2,696%
AAIM
128
American Assets Investment Management
California
$9.35M – – –
CYG
129
Clean Yield Group
Vermont
$9.32M -$496K -9,021 -5%
Cerity Partners
130
Cerity Partners
New York
$9.23M +$1.46M +26,480 +19%
Optiver Holding
131
Optiver Holding
Netherlands
$9.14M -$49.8M -904,998 -84%
Mercer Global Advisors
132
Mercer Global Advisors
Colorado
$9.05M +$1.14M +20,643 +14%
MVIP
133
Mar Vista Investment Partners
California
$9.02M +$372K +6,760 +4%
KCM
134
Kornitzer Capital Management
Kansas
$8.96M -$38.5K -700 -0.4%
YL
135
YCG LLC
Texas
$8.95M -$7.03M -127,867 -44%
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$8.91M -$720K -13,092 -7%
PMG
137
ProVise Management Group
Florida
$8.87M +$320K +5,818 +4%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$8.75M -$183K -3,319 -2%
MCP
139
Martin Capital Partners
Oregon
$8.56M -$211K -3,830 -2%
BPA
140
Beacon Pointe Advisors
California
$8.47M -$202K -3,677 -2%
TPCM
141
Templeton & Phillips Capital Management
Tennessee
$8.4M -$548K -9,963 -6%
NC
142
NewSquare Capital
Pennsylvania
$8.25M +$189K +3,430 +2%
GC
143
Guardian Capital
Ontario, Canada
$8.23M -$41.4K -752 -0.5%
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$8.19M -$658K -11,965 -7%
QCM
145
QRG Capital Management
Illinois
$8.19M +$1.85M +33,710 +29%
SAI
146
Systematic Alpha Investments
New Jersey
$8.13M – – –
PWLP
147
Prio Wealth Limited Partnership
Massachusetts
$8.03M +$8.03M +146,024 New
XF
148
XML Financial
Maryland
$7.98M -$695K -12,647 -8%
AF
149
Alerus Financial
North Dakota
$7.94M -$60.9K -1,107 -0.8%
GF
150
Gabelli Funds
New York
$7.9M -$1.17M -21,226 -13%
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6
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