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461 hedge funds and large institutions have $8.04B invested in Unity in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 151 increasing their positions, 153 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $535M | Put options by funds: $240M

17% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 58

12% more capital invested

Capital invested by funds: $7.19B → $8.04B (+$853M)

3.9% more ownership

Funds ownership: 62.31%66.22% (+3.9%)

0% more funds holding

Funds holding: 460461 (+1)

1% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 153

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
461
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
7.35%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.19%
New
68
Increased
151
Reduced
153
Closed
58
Calls
$535M
Puts
$240M
Net Calls
+$296M
Net Calls Change
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
251
Robeco Institutional Asset Management
Netherlands
$356K -$11.2K -348 -3%
BBVA
252
Banco Bilbao Vizcaya Argentaria
Spain
$353K -$21.1K -657 -6%
Cerity Partners
253
Cerity Partners
New York
$345K +$14.5K +450 +4%
BWA
254
Bordeaux Wealth Advisors
California
$344K +$113K +3,514 +49%
PAS
255
Park Avenue Securities
New York
$340K -$228K -7,075 -40%
Natixis Advisors
256
Natixis Advisors
Massachusetts
$333K +$331K +10,279 New
Macquarie Group
257
Macquarie Group
Australia
$332K -$2.61M -80,996 -89%
SC
258
Sepio Capital
Utah
$330K +$16.7K +520 +5%
CSC
259
Caldwell Sutter Capital
California
$324K +$17.4K +540 +6%
TI
260
Tidal Investments
Wisconsin
$324K +$3.7K +115 +1%
EWM
261
Empirical Wealth Management
Washington
$319K +$6.53K +203 +2%
AWA
262
Arkadios Wealth Advisors
Georgia
$313K +$310K +9,654 New
HHGA
263
Halbert Hargrove Global Advisors
California
$312K +$997 +31 +0.3%
Wealthfront Advisers
264
Wealthfront Advisers
California
$311K +$9.39K +292 +3%
MCM
265
MAI Capital Management
Ohio
$311K +$3.7K +115 +1%
Manulife (Manufacturers Life Insurance)
266
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$295K -$79.9K -2,484 -21%
JF
267
Jump Financial
Illinois
$294K +$292K +9,078 New
JFG
268
Jefferies Financial Group
New York
$292K -$1.85M -57,431 -86%
AWM
269
Axxcess Wealth Management
California
$291K +$58.1K +1,805 +25%
QT
270
Quantamental Technologies
New York
$281K -$202K -6,290 -42%
KAS
271
Kestra Advisory Services
Texas
$276K -$321K -9,979 -54%
ZB
272
Zions Bancorporation
Utah
$275K +$23.8K +741 +10%
FIA
273
Foundations Investment Advisors
Arizona
$273K -$41.9K -1,303 -13%
OAM
274
Oppenheimer Asset Management
New York
$271K +$4.54K +141 +2%
BM
275
Brandywine Managers
Delaware
$270K +$268K +8,327 New

U Hedge Fund Activity: Q1 2023 in Review

461 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q1 2023, worth a combined $8.04B — up 12% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new U positions and 58 closed out — a net gain of 10 holders — while 151 added to existing stakes and 153 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $43M. The largest seller was Vanguard Group, cutting an estimated $106M.

  • 461 institutional investors held Unity (U) as of Q1 2023, up from 460 in Q4 2022.
  • Funds reported $8.04B of Unity stock for Q1 2023, up 12% quarter-over-quarter.
  • 68 funds opened new Unity positions in Q1 2023 and 58 closed out, a net change of +10 holders.
  • The largest Unity buyer in Q1 2023 was VOYA Investment Management, an estimated $43M added.
  • The largest Unity seller in Q1 2023 was Vanguard Group, an estimated $106M sold.

Based on aggregated 13F filings for Q1 2023.