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Unilever

1,003 hedge funds and large institutions have $12.7B invested in Unilever in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 437 increasing their positions, 331 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $141M | Put options by funds: $69.1M

32% more repeat investments, than reductions

Existing positions increased: 437 | Existing positions reduced: 331

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

0.14% more ownership

Funds ownership: 7.94%8.08% (+0.14%)

3% less funds holding

Funds holding: 1,0371,003 (-34)

7% less capital invested

Capital invested by funds: $13.7B → $12.7B (-$920M)

33% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 80

Holders
1,003
Holders Change
-34
Holders Change %
-3.28%
% of All Funds
17.56%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.25%
New
54
Increased
437
Reduced
331
Closed
80
Calls
$141M
Puts
$69.1M
Net Calls
+$72.2M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.2B +$20.6M +322,533 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$810M -$14.2M -222,269 -2%
Bank of America
3
Bank of America
North Carolina
$581M +$39.8M +624,062 +7%
GRQ
4
Gardner Russo & Quinn
Pennsylvania
$510M -$18.1M -284,139 -3%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$409M -$13.3M -209,422 -3%
State Farm Mutual Automobile Insurance
6
State Farm Mutual Automobile Insurance
Illinois
$373M -$11.3M -176,626 -3%
FMI
7
Fiduciary Management Inc
Wisconsin
$355M +$609K +9,549 +0.2%
Wells Fargo
8
Wells Fargo
California
$320M +$2.33M +36,572 +0.7%
Capital International Investors
9
Capital International Investors
California
$273M -$392K -6,154 -0.1%
PPA
10
Parametric Portfolio Associates
Washington
$248M +$4.8M +75,319 +2%
Lazard Asset Management
11
Lazard Asset Management
New York
$246M +$6.89M +108,165 +3%
American Century Companies
12
American Century Companies
Missouri
$241M +$17.4M +272,334 +7%
Morgan Stanley
13
Morgan Stanley
New York
$239M -$4.42M -69,318 -2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$232M +$43.4M +681,569 +22%
MNG
15
Manning & Napier Group
New York
$221M +$3.24M +50,881 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$213M +$9.12M +143,156 +4%
CCM
17
Cullen Capital Management
New York
$211M +$876K +13,754 +0.4%
Norges Bank
18
Norges Bank
Norway
$201M -$40.2M -630,222 -16%
RJA
19
Raymond James & Associates
Florida
$199M +$1.77M +27,797 +0.9%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$194M +$11.4M +178,848 +6%
Northern Trust
21
Northern Trust
Illinois
$182M -$23.2M -364,500 -11%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$174M +$15.2M +238,423 +9%
Fisher Asset Management
23
Fisher Asset Management
Washington
$171M +$48.3M +757,643 +37%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$165M -$15.6M -244,171 -8%
CP
25
Coho Partners
Pennsylvania
$146M -$8.49M -133,161 -5%