UL icon

Unilever
UL

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 %
KCM
176
Kornitzer Capital Management
Kansas
$5.75M -$14.8K -300 -0.3%
SRC
177
Shufro Rose & Co
New York
$5.64M -$69.6K -1,408 -1%
Fiera Capital (Canada)
178
Fiera Capital (Canada)
Quebec, Canada
$5.59M -$182K -3,679 -3%
HPIA
179
Hamilton Point Investment Advisors
North Carolina
$5.53M -$64K -1,296 -1%
ZB
180
Zions Bancorporation
Utah
$5.51M +$468K +9,466 +9%
QCM
181
QRG Capital Management
Illinois
$5.4M +$5.4M +109,286 New
MVIP
182
Mar Vista Investment Partners
California
$5.36M +$161K +3,266 +3%
FWIA
183
Fort Washington Investment Advisors
Ohio
$5.34M -$4.79K -97 -0.1%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$5.3M -$140K -2,836 -3%
M
185
MOTCO
Texas
$5.3M +$82.6K +1,673 +2%
TI
186
tru Independence
Oregon
$5.27M +$34.3K +695 +0.7%
AAM
187
Auxier Asset Management
Oregon
$5.21M – – –
JC
188
Jacobs & Co
California
$5.21M -$8.65K -175 -0.2%
TW
189
Transform Wealth
Colorado
$5.21M +$257K +5,193 +5%
Wealth Enhancement Advisory Services
190
Wealth Enhancement Advisory Services
Minnesota
$5.2M +$5.2M +105,299 New
PGA
191
Portland Global Advisors
Maine
$5.03M +$67K +1,357 +1%
GRQ
192
Gardner Russo & Quinn
Pennsylvania
$4.9M -$133M -2,692,172 -96%
HAI
193
Hennessy Advisors Inc
California
$4.9M -$98.8K -2,000 -2%
BCFS
194
Butensky & Cohen Financial Security
Florida
$4.77M +$218K +4,410 +5%
SWS
195
SYSTM Wealth Solutions
Illinois
$4.75M +$324K +6,566 +7%
TPCW
196
TD Private Client Wealth
New York
$4.73M -$104K -2,115 -2%
DC
197
Davenport & Co
Virginia
$4.69M +$146K +2,965 +3%
CIP
198
Chartwell Investment Partners
Pennsylvania
$4.64M +$519K +10,504 +13%
ORI
199
Oak Ridge Investments
Illinois
$4.61M +$58.4K +1,183 +1%
AI
200
Atria Investments
North Carolina
$4.53M +$198K +4,014 +5%
6 7
8
9 10