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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 %
CMP
201
Coston McIsaac & Partners
Maine
$4.46M +$224K +4,538 +5%
SCA
202
Snowden Capital Advisors
New York
$4.42M +$133K +2,689 +3%
Cerity Partners
203
Cerity Partners
New York
$4.39M -$636K -12,872 -13%
AssetMark Inc
204
AssetMark Inc
California
$4.36M +$28.8K +582 +0.7%
GCM
205
Graham Capital Management
Connecticut
$4.33M +$4.33M +87,619 New
JIC
206
Johnson Investment Counsel
Ohio
$4.3M -$1.79M -36,237 -29%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$4.28M +$81.3K +1,646 +2%
EWA
208
Exencial Wealth Advisors
Oklahoma
$4.22M -$323K -6,538 -7%
Kayne Anderson Rudnick Investment Management
209
Kayne Anderson Rudnick Investment Management
California
$4.17M -$15.6K -316 -0.4%
EI
210
Ethic Inc
New York
$4.16M +$1.98M +40,079 +91%
HL
211
HeadInvest LLC
Maine
$4.15M +$24K +493 +0.6%
KAS
212
Kestra Advisory Services
Texas
$4.12M +$856K +17,329 +26%
LSWM
213
Lorne Steinberg Wealth Management
Canada
$4.04M -$53.1K -1,075 -1%
AAS
214
Avantax Advisory Services
Texas
$3.9M +$226K +4,568 +6%
NCM
215
Narwhal Capital Management
Georgia
$3.89M +$329K +6,659 +9%
SSB
216
Sandy Spring Bank
Maryland
$3.8M -$13.7K -278 -0.4%
BE
217
Bonness Enterprises
District of Columbia
$3.76M – – –
MPM
218
Meritage Portfolio Management
Kansas
$3.71M -$44.7K -904 -1%
BIC
219
Beach Investment Counsel
Pennsylvania
$3.69M +$283K +5,724 +8%
AA
220
Ancora Advisors
Ohio
$3.61M -$380K -7,702 -10%
Gates Foundation Trust
221
Gates Foundation Trust
Washington
$3.59M +$3.59M +72,610 New
BFG
222
Beacon Financial Group
Texas
$3.55M +$121K +2,373 +4%
FIA
223
Foundations Investment Advisors
Arizona
$3.52M -$178K -3,603 -5%
AWS
224
Atria Wealth Solutions
New York
$3.49M +$162K +3,289 +5%
KeyBank National Association
225
KeyBank National Association
Ohio
$3.43M +$106K +2,139 +3%
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