We are live on ! Find out more

501 hedge funds and large institutions have $11.1B invested in Unity in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $548M

75% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 56

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

38% more capital invested

Capital invested by funds: $8.04B → $11.1B (+$3.05B)

9% more funds holding

Funds holding: 461501 (+40)

1.32% more ownership

Funds ownership: 66.22%67.54% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 147

Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.87%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.28%
New
98
Increased
160
Reduced
147
Closed
56
Calls
$1.11B
Puts
$548M
Net Calls
+$561M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
226
Rafferty Asset Management
New York
$883K -$7.3K -228 -1%
AR
227
Advisory Research
Illinois
$881K +$650K +20,294 New
LSA
228
L & S Advisors
California
$875K +$645K +20,147 New
TCBWMS
229
Texas Capital Bank Wealth Management Services
Texas
$868K +$160K +5,000 +33%
SMDAM
230
Sumitomo Mitsui DS Asset Management
Japan
$859K
JIC
231
Johnson Investment Counsel
Ohio
$851K
CIBC World Market
232
CIBC World Market
Ontario, Canada
$846K +$624K +19,481 New
EMPI
233
Elo Mutual Pension Insurance
Finland
$814K -$36.5K -1,139 -6%
ONGA
234
O'Neil Global Advisors
California
$811K +$598K +18,671 New
BFA
235
BBJS Financial Advisors
Washington
$799K
VPIM
236
Vanguard Personalized Indexing Management
California
$793K -$48.2K -1,504 -8%
Bank Julius Baer & Co
237
Bank Julius Baer & Co
Switzerland
$790K +$74.5K +2,327 +15%
XT
238
XTX Topco
Cayman Islands
$774K +$571K +17,824 New
Teacher Retirement System of Texas
239
Teacher Retirement System of Texas
Texas
$745K -$333K -10,406 -38%
IFG
240
Independent Financial Group
California
$732K +$328K +10,231 +154%
BOSSRA
241
B.O.S.S. Retirement Advisors
Utah
$732K +$23.1K +722 +4%
US Bancorp
242
US Bancorp
Minnesota
$714K +$122K +3,811 +30%
DADC
243
D.A. Davidson & Co
Montana
$711K -$37.4K -1,167 -7%
DC
244
Davenport & Co
Virginia
$682K -$89.7K -2,801 -15%
KJHP
245
K.J. Harrison & Partners
Ontario, Canada
$649K +$480K +15,000 New
Allianz Asset Management
246
Allianz Asset Management
Germany
$643K
Prudential Financial
247
Prudential Financial
New Jersey
$623K +$79.3K +2,477 +21%
M&T Bank
248
M&T Bank
New York
$621K +$82K +2,561 +22%
Wealthfront Advisers
249
Wealthfront Advisers
California
$619K +$149K +4,663 +49%
QT
250
Quantamental Technologies
New York
$615K +$177K +5,521 +64%

U Hedge Fund Activity: Q2 2023 in Review

501 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q2 2023, worth a combined $11.1B — up 38% from $8.04B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new U positions and 56 closed out — a net gain of 42 holders — while 160 added to existing stakes and 147 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $142M. The largest seller was Resolute Advisors, cutting an estimated $99.1M.

  • 501 institutional investors held Unity (U) as of Q2 2023, up from 461 in Q1 2023.
  • Funds reported $11.1B of Unity stock for Q2 2023, up 38% quarter-over-quarter.
  • 98 funds opened new Unity positions in Q2 2023 and 56 closed out, a net change of +42 holders.
  • The largest Unity buyer in Q2 2023 was Two Sigma Investments, an estimated $142M added.
  • The largest Unity seller in Q2 2023 was Resolute Advisors, an estimated $99.1M sold.

Based on aggregated 13F filings for Q2 2023.