UL icon

Unilever
UL

Overview Fund Activity

1,102 hedge funds and large institutions have $13.5B invested in Unilever in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 418 increasing their positions, 401 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
17.64%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
95
Increased
418
Reduced
401
Closed
69
Calls
$226M
Puts
$147M
Net Calls
+$79.8M
Net Calls Change
+$16.8M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$172M
2
Federated Hermes
Federated Hermes
Pennsylvania
$118M
3
CCM
Cullen Capital Management
New York
$239M
4
Millennium Management
Millennium Management
New York
$55.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.84B

Top Sellers

1
IPAM
ICICI Prudential Asset Management
India
$0
2
GRQ
Gardner Russo & Quinn
Pennsylvania
$221M
3
FMI
Fiduciary Management Inc
Wisconsin
$206M
4
Invesco
Invesco
Georgia
$3.85M
5
Stifel Financial
Stifel Financial
Missouri
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
201
Zions Bancorporation
Utah
$4.46M +$717K +13,801 +19%
SSG
202
Summit Securities Group
New York
$4.4M +$4.37M +84,124 +14,021%
CMP
203
Coston McIsaac & Partners
Maine
$4.4M +$250K +4,806 +6%
SCA
204
Snowden Capital Advisors
New York
$4.36M +$15.4K +297 +0.4%
LSWM
205
Lorne Steinberg Wealth Management
Canada
$4.33M +$29.1K +560 +0.7%
HL
206
HeadInvest LLC
Maine
$4.33M +$4.41K +85 +0.1%
VAS
207
Vestmark Advisory Solutions
Massachusetts
$4.28M +$127K +2,438 +3%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$4.28M +$68.4K +1,318 +2%
AI
209
Atria Investments
North Carolina
$4.2M -$78.5K -1,511 -2%
DC
210
Davenport & Co
Virginia
$4.19M +$153K +2,941 +4%
AssetMark Inc
211
AssetMark Inc
California
$4.17M +$622K +11,981 +18%
CIP
212
Chartwell Investment Partners
Pennsylvania
$4.16M +$112K +2,162 +3%
TCCM
213
Timber Creek Capital Management
Massachusetts
$4.13M +$364K +7,000 +10%
SSB
214
Sandy Spring Bank
Maryland
$4.05M -$128K -2,465 -3%
SWS
215
SYSTM Wealth Solutions
Illinois
$4.02M -$469K -9,037 -10%
FIA
216
Foundations Investment Advisors
Arizona
$3.99M +$2.96M +57,040 +287%
CT
217
Cambridge Trust
Massachusetts
$3.99M -$182K -3,511 -4%
BE
218
Bonness Enterprises
District of Columbia
$3.95M – – –
FA
219
FDx Advisors
Illinois
$3.87M – – –
AAS
220
Avantax Advisory Services
Texas
$3.86M +$198K +3,814 +5%
Invesco
221
Invesco
Georgia
$3.85M -$24.1M -464,097 -86%
LWCFA
222
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.8M -$139K -2,672 -4%
KCM
223
Kanawha Capital Management
Virginia
$3.76M +$58.6K +1,129 +2%
MPM
224
Meritage Portfolio Management
Kansas
$3.75M +$94.1K +1,813 +3%
AWS
225
Atria Wealth Solutions
New York
$3.74M +$30.2K +582 +0.8%
7 8
9
10 11