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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
PAS
276
Park Avenue Securities
New York
$442K -$10.4K -324 -3%
KCM
277
KRS Capital Management
Michigan
$442K +$326K +10,178 New
Bank of Montreal
278
Bank of Montreal
Ontario, Canada
$441K -$284K -8,855 -47%
AWS
279
AJ Wealth Strategies
New York
$440K +$324K +10,126 New
AWA
280
Arkadios Wealth Advisors
Georgia
$439K +$14.6K +455 +5%
PPW
281
Pasadena Private Wealth
California
$416K -$320K -10,000 -51%
MCM
282
MAI Capital Management
Ohio
$414K -$1.6K -50 -0.5%
MIFH
283
Migdal Insurance & Financial Holdings
Israel
$411K -$151K -4,730 -34%
FFA
284
First Foundation Advisors
California
$410K +$63.9K +1,996 +27%
SWM
285
SeaCrest Wealth Management
New York
$406K +$299K +9,345 New
AAS
286
Avantax Advisory Services
Texas
$406K +$84.8K +2,648 +40%
AWM
287
Axxcess Wealth Management
California
$402K +$9.25K +289 +3%
CUAMC
288
China Universal Asset Management Company
China
$399K -$439K -13,700 -60%
RSC
289
Red Spruce Capital
Pennsylvania
$397K +$293K +9,153 New
KWM
290
Kingsview Wealth Management
Oregon
$391K +$288K +9,008 New
OTL
291
Oak Thistle LLC
New York
$390K -$130K -4,062 -31%
PI
292
PineBridge Investments
New York
$388K -$3.43M -107,270 -92%
AC
293
Avestar Capital
New York
$383K +$283K +8,831 New
SC
294
Sepio Capital
Utah
$381K -$44.8K -1,400 -14%
FIA
295
Foundations Investment Advisors
Arizona
$381K +$11.7K +366 +4%
OAM
296
Oppenheimer Asset Management
New York
$365K +$1.86K +58 +0.7%
Manulife (Manufacturers Life Insurance)
297
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$365K -$22.5K -704 -8%
ICP
298
Interchange Capital Partners
Pennsylvania
$362K +$267K +8,325 New
BM
299
Brandywine Managers
Delaware
$362K
EA
300
Emerald Advisers
Pennsylvania
$353K -$3.81K -119 -1%

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.