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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.

Holders
1,064
Holders Change
-17
Holders Change %
-1.57%
% of All Funds
16.97%
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
1
Envestnet Asset Management
Illinois
$235M
2
SBH
2
Segall Bryant & Hamill
Illinois
$51.9M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$488M
4
LP
4
LMR Partners
United Kingdom
$37.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$422M

Top Sellers

1
GRQ
1
Gardner Russo & Quinn
Pennsylvania
$4.9M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$181M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.65B
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$61.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.65B 33,379,714 -1,063,422 -3%
BlackRock
2
BlackRock
New York
$920M 18,630,013 -311,784 -2%
Fisher Asset Management
3
Fisher Asset Management
Washington
$488M 9,878,804 +631,819 +7%
Bank of America
4
Bank of America
North Carolina
$484M 9,803,121 -250,108 -2%
Morgan Stanley
5
Morgan Stanley
New York
$438M 8,868,677 -141,317 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$422M 8,548,447 +515,088 +6%
State Farm Mutual Automobile Insurance
7
State Farm Mutual Automobile Insurance
Illinois
$340M 6,887,758 – –
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$307M 6,218,536 -86,000 -1%
Wells Fargo
9
Wells Fargo
California
$279M 5,648,421 -74,490 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$235M 4,748,095 +1,238,734 +35%
CCM
11
Cullen Capital Management
New York
$221M 4,466,950 -78,446 -2%
Goldman Sachs
12
Goldman Sachs
New York
$211M 4,261,992 +9,874 +0.2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$196M 3,962,857 -228,507 -5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$189M 3,819,083 +374,390 +11%
Lazard Asset Management
15
Lazard Asset Management
New York
$181M 3,673,759 -2,181,252 -37%
FMI
16
Fiduciary Management Inc
Wisconsin
$176M 3,566,319 -105,084 -3%
American Century Companies
17
American Century Companies
Missouri
$175M 3,534,098 +4,287 +0.1%
RJA
18
Raymond James & Associates
Florida
$171M 3,454,530 +72,277 +2%
MNG
19
Manning & Napier Group
New York
$162M 3,285,698 -24,580 -0.7%
Norges Bank
20
Norges Bank
Norway
$153M 3,099,806 -124,000 -4%
AllianceBernstein
21
AllianceBernstein
Tennessee
$150M 3,037,344 -190,430 -6%
Federated Hermes
22
Federated Hermes
Pennsylvania
$128M 2,582,936 -85,122 -3%
SRIM
23
Saratoga Research & Investment Management
California
$124M 2,512,592 +290,690 +13%
SI
24
Scharf Investments
California
$116M 2,356,323 +248,613 +12%
HCM
25
Hamlin Capital Management
New York
$115M 2,319,163 +141,301 +6%
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