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460 hedge funds and large institutions have $7.19B invested in Unity in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 180 increasing their positions, 119 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $421M | Put options by funds: $273M

51% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 119

10% more capital invested

Capital invested by funds: $6.54B → $7.19B (+$653M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

7% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 102

3% less funds holding

Funds holding: 473460 (-13)

16.53% less ownership

Funds ownership: 78.85%62.31% (-17%)

Holders
460
Holders Change
-13
Holders Change %
-2.75%
% of All Funds
7.39%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
95
Increased
180
Reduced
119
Closed
102
Calls
$421M
Puts
$273M
Net Calls
+$148M
Net Calls Change
+$90.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JEST
326
JTC Employer Solutions Trustee
Jersey
$38K +$41.4K +1,323 New
FIA
327
FNY Investment Advisers
New York
$37K +$41.6K +1,329 New
BTI
328
Blue Trust Inc
Georgia
$34K +$3.23K +103 +10%
CM
329
Caption Management
Oklahoma
$31.4K -$695K -22,200 -95%
GWM
330
Geneos Wealth Management
Colorado
$31.3K +$4.92K +157 +17%
Federated Hermes
331
Federated Hermes
Pennsylvania
$31.2K -$2K -64 -6%
CLOS
332
Compagnie Lombard Odier SCmA
Switzerland
$30K +$31.3K +1,000 +2,000%
TWC
333
TD Waterhouse Canada
Ontario, Canada
$29.9K -$4.86K -155 -13%
EI
334
Ellevest Inc
New York
$28.7K +$18K +574 +133%
CI Investments Inc
335
CI Investments Inc
Ontario, Canada
$26K -$20.5K -655 -42%
RBC
336
Romano Brothers & Co
Illinois
$25.1K +$27.5K +877 New
SC
337
Sierra Capital
Florida
$25K
CA
338
CoreCap Advisors
Michigan
$24.4K +$26.7K +852 New
SPIA
339
Steward Partners Investment Advisory
New York
$23.4K -$10.9K -347 -30%
WPWM
340
Western Pacific Wealth Management
Illinois
$21.7K +$6.99K +223 +42%
BAM
341
Belpointe Asset Management
Nevada
$21.1K +$23.1K +738 New
KFS
342
Kelly Financial Services
Massachusetts
$19.4K +$5.54K +177 +35%
UB
343
UMB Bank
Missouri
$19K +$20.8K +663 New
SWA
344
Sutton Wealth Advisors
Florida
$18.9K +$20K +637 +2,770%
BEI
345
Benjamin Edwards Inc
Missouri
$18K +$4.32K +138 +27%
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$17.9K -$5.79K -185 -23%
IGWM
347
ICA Group Wealth Management
Colorado
$17.6K +$19.3K +615 New
TFA
348
Toth Financial Advisory
Virginia
$17.2K
EE
349
EWG Elevate
California
$17.2K +$18.8K +600 New
C
350
Covestor
United Kingdom
$17K +$9.52K +304 +114%

U Hedge Fund Activity: Q4 2022 in Review

460 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q4 2022, worth a combined $7.19B — up 10% from $6.54B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of U and 95 opened new positions — a net loss of 7 holders — while 119 trimmed existing stakes and 180 added.

The largest buyer was Vanguard Group, adding an estimated $282M. The largest seller was Morgan Stanley, cutting an estimated $190M.

  • 460 institutional investors held Unity (U) as of Q4 2022, down from 473 in Q3 2022.
  • Funds reported $7.19B of Unity stock for Q4 2022, up 10% quarter-over-quarter.
  • 95 funds opened new Unity positions in Q4 2022 and 102 closed out, a net change of -7 holders.
  • The largest Unity buyer in Q4 2022 was Vanguard Group, an estimated $282M added.
  • The largest Unity seller in Q4 2022 was Morgan Stanley, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2022.