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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
AAM
326
Advisors Asset Management
Colorado
$60.6K -$54K -1,680 -47%
OAM
327
Ostrum Asset Management
France
$55.6K +$55.2K +1,715 New
ACM
328
Advent Capital Management
New York
$53.7K +$53.3K +1,656 New
GWM
329
Geneos Wealth Management
Colorado
$52.6K +$16.9K +527 +48%
HCM
330
Hollencrest Capital Management
California
$52.4K
BAMF
331
BI Asset Management Fondsmaeglerselskab
Denmark
$50K -$49.1K -1,528 -50%
IAIM
332
International Assets Investment Management
Florida
$49.3K +$48.9K +1,519 New
MCM
333
Manchester Capital Management
Vermont
$43.7K +$43.3K +1,347 New
JEST
334
JTC Employer Solutions Trustee
Jersey
$43K
AAS
335
Ameritas Advisory Services
Nebraska
$42.7K +$45.3K +1,407 New
PPC
336
Park Place Capital
Alabama
$42.2K -$23.1K -718 -36%
TWC
337
TD Waterhouse Canada
Ontario, Canada
$40.4K +$3.86K +120 +12%
CI Investments Inc
338
CI Investments Inc
Ontario, Canada
$40K +$9.97K +310 +34%
CLOS
339
Compagnie Lombard Odier SCmA
Switzerland
$34.1K
Bessemer Group
340
Bessemer Group
New Jersey
$33K +$32.9K +1,023 New
WWP
341
WR Wealth Planners
Missouri
$32.4K +$32.2K +1,000 New
BTI
342
Blue Trust Inc
Georgia
$27K -$4.89K -152 -14%
SPIA
343
Steward Partners Investment Advisory
New York
$26.6K
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$25.3K +$4.92K +153 +24%
BEI
345
Benjamin Edwards Inc
Missouri
$23K +$1.74K +54 +8%
TFA
346
Toth Financial Advisory
Virginia
$22.9K +$3.38K +105 +18%
UB
347
UMB Bank
Missouri
$21.5K
KFS
348
Kelly Financial Services
Massachusetts
$20.7K -$1.32K -41 -6%
GRP
349
Global Retirement Partners
California
$20.6K +$23.6K +733 +788%
IUHSA
350
Itau Unibanco Holding S.A.
Brazil
$19.2K

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.