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258 hedge funds and large institutions have $26.9B invested in Unity in 2020 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 43

83% more capital invested

Capital invested by funds: $14.7B → $26.9B (+$12.2B)

78% more funds holding

Funds holding: 145258 (+113)

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

0.62% more ownership

Funds ownership: 64.21%64.83% (+0.62%)

48% less call options, than puts

Call options by funds: $225M | Put options by funds: $435M

Holders
258
Holders Change
+113
Holders Change %
+77.93%
% of All Funds
4.57%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
157
Increased
38
Reduced
34
Closed
43
Calls
$225M
Puts
$435M
Net Calls
-$210M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$29K +$45.6K +375 New
SFS
227
Sowell Financial Services
Arkansas
$27K +$15.9K +131 +291%
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$26K +$20.8K +171 New
UMC
229
United Maritime Capital
New York
$24K +$18.8K +155 New
NFG
230
Next Financial Group
Texas
$23K +$18.2K +150 New
TI
231
tru Independence
Oregon
$18.4K +$14.6K +120 New
VFA
232
Valeo Financial Advisors
Indiana
$18K +$10.9K +90 +300%
NSIM
233
North Star Investment Management
Illinois
$16K
Credit Agricole
234
Credit Agricole
France
$15K +$12.2K +100 New
CWA
235
Clearview Wealth Advisors
Oregon
$14K +$11.3K +93 New
SSB
236
Sandy Spring Bank
Maryland
$12K +$9.12K +75 New
SWA
237
SOA Wealth Advisors
New York
$10K +$9.97K +82 New
LC
238
Lindbrook Capital
California
$8K +$6.08K +50 New
RG
239
Retirement Group
California
$7K +$5.71K +47 New
WAS
240
Winch Advisory Services
Wisconsin
$5K
NL
241
NVWM LLC
Pennsylvania
$5K +$3.65K +30 New
TCM
242
Tradewinds Capital Management
Washington
$5K +$4.25K +35 New
SI
243
Stephens Inc
Arkansas
$4K
AIM
244
Anchor Investment Management
South Carolina
$3.84K +$3.04K +25 New
AAP
245
Arax Advisory Partners
Colorado
$3K +$2.43K +20 New
CAAS
246
Capital Asset Advisory Services
Michigan
$3K +$2.67K +22 New
PFO
247
Pathstone Family Office
New Jersey
$2K +$1.22K +10 New
ETC
248
Exchange Traded Concepts
Oklahoma
$2K +$1.82K +15 New
KCM
249
Kathmere Capital Management
Pennsylvania
$2K +$1.82K +15 New
PAI
250
Pittenger & Anderson Inc
Nebraska
$2K +$1.82K +15 New

U Hedge Fund Activity: Q4 2020 in Review

258 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q4 2020, worth a combined $26.9B — up 83% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new U positions and 43 closed out — a net gain of 114 holders — while 38 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $314M. The largest seller was Fidelity International, cutting an estimated $334M.

  • 258 institutional investors held Unity (U) as of Q4 2020, up from 145 in Q3 2020.
  • Funds reported $26.9B of Unity stock for Q4 2020, up 83% quarter-over-quarter.
  • 157 funds opened new Unity positions in Q4 2020 and 43 closed out, a net change of +114 holders.
  • The largest Unity buyer in Q4 2020 was Fidelity Investments, an estimated $314M added.
  • The largest Unity seller in Q4 2020 was Fidelity International, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2020.