We are live on ! Find out more

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
EA
276
Emerald Advisers
Pennsylvania
$267K -$2.73K -85 -1%
CG
277
Cutler Group
California
$266K -$211K -6,559 -44%
FA
278
FDx Advisors
Illinois
$263K
QCM
279
Qsemble Capital Management
New York
$260K +$257K +8,000 New
PFS
280
Prospera Financial Services
Texas
$259K +$28.2K +876 +12%
CF
281
Cantor Fitzgerald
New York
$253K +$251K +7,814 New
XWM
282
Xcel Wealth Management
Florida
$252K -$32 -1 -0%
LI
283
Latash Investments
Alaska
$250K
CIBC Asset Management
284
CIBC Asset Management
Ontario, Canada
$249K -$43K -1,336 -15%
IAA
285
Independent Advisor Alliance
North Carolina
$248K +$246K +7,655 New
FFA
286
First Foundation Advisors
California
$242K +$239K +7,446 New
ICM
287
Ionic Capital Management
New York
$233K +$231K +7,187 New
TCM
288
Tandem Capital Management
New Jersey
$229K +$227K +7,064 New
EI
289
Ethic Inc
New York
$224K +$222K +6,911 New
HFS
290
Hantz Financial Services
Michigan
$220K -$34.6K -1,075 -14%
ESCM
291
Echo Street Capital Management
New York
$220K -$1.03M -32,117 -83%
EP
292
Eudaimonia Partners
Tennessee
$218K +$216K +6,721 New
AAS
293
Avantax Advisory Services
Texas
$217K +$215K +6,696 New
OIA
294
OneDigital Investment Advisors
Kansas
$216K -$81.8K -2,542 -28%
IFG
295
Independent Financial Group
California
$215K +$213K +6,630 New
ECG
296
EPIQ Capital Group
California
$214K +$212K +6,607 New
Rockefeller Capital Management
297
Rockefeller Capital Management
New York
$212K -$198K -6,146 -48%
AIMCA
298
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$211K +$209K +6,500 New
CC
299
Centiva Capital
New York
$206K +$204K +6,354 New
Carson Wealth (CWM LLC)
300
Carson Wealth (CWM LLC)
Nebraska
$205K +$10.2K +317 +5%

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.