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398 hedge funds and large institutions have $6.9B invested in Unity in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 119 increasing their positions, 139 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

47% more capital invested

Capital invested by funds: $4.69B → $6.9B (+$2.21B)

45% more call options, than puts

Call options by funds: $716M | Put options by funds: $493M

3.06% more ownership

Funds ownership: 73.81%76.87% (+3.1%)

7% less funds holding

Funds holding: 427398 (-29)

14% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 139

27% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 94

Holders
398
Holders Change
-29
Holders Change %
-6.79%
% of All Funds
5.72%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.14%
New
69
Increased
119
Reduced
139
Closed
94
Calls
$716M
Puts
$493M
Net Calls
+$223M
Net Calls Change
+$294M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
326
Private Wealth Management Group
New Jersey
$6.45K +$190 +11 +4%
EBA
327
Eagle Bay Advisors
New York
$6.36K
GPFA
328
Game Plan Financial Advisors
Ohio
$5.66K
RIL
329
Rothschild Investment LLC
Illinois
$5.66K
TFGT
330
TS Financial Group (TSFG)
Illinois
$5K -$570 -33 -14%
DF
331
Dunhill Financial
United Kingdom
$4.91K
FAM
332
Flaharty Asset Management
Florida
$4.52K +$3.45K +200 New
OA
333
Operose Advisors
Wisconsin
$4.41K
S
334
Sachetta
Massachusetts
$4.21K +$2.31K +134 +258%
PFBT
335
Parkside Financial Bank & Trust
Missouri
$3.73K -$1.76K -102 -38%
OIA
336
Optimum Investment Advisors
Illinois
$3.62K
QCG
337
Quadrant Capital Group
Ohio
$3.28K +$1.76K +102 +237%
GRP
338
Global Retirement Partners
California
$3.23K -$225 -13 -8%
BF
339
BOK Financial
Oklahoma
$3.1K +$2.59K +150 New
OC
340
Oarsman Capital
Wisconsin
$3.05K +$2.33K +135 New
BIA
341
Bell Investment Advisors
California
$3.03K +$1.74K +101 +306%
HFS
342
Hantz Financial Services
Michigan
$3K
MTIC
343
Missouri Trust & Investment Company
Missouri
$2.71K +$2.07K +120 New
MCM
344
MV Capital Management
Maryland
$2.62K +$2K +116 New
GWM
345
Geneos Wealth Management
Colorado
$2.51K
TVWM
346
Tower View Wealth Management
Wisconsin
$2.47K
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$2.35K +$691 +40 +63%
ACA
348
American Capital Advisory
Idaho
$2.26K
FFL
349
Financial Freedom LLC
Ohio
$2.26K
TCPG
350
Trivant Custom Portfolio Group
California
$2.26K

U Hedge Fund Activity: Q3 2024 in Review

398 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q3 2024, worth a combined $6.9B — up 47% from $4.69B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of U and 69 opened new positions — a net loss of 25 holders — while 139 trimmed existing stakes and 119 added.

The largest buyer was Capital International Investors, adding an estimated $155M. The largest seller was ARK Investment Management, cutting an estimated $80.1M.

  • 398 institutional investors held Unity (U) as of Q3 2024, down from 427 in Q2 2024.
  • Funds reported $6.9B of Unity stock for Q3 2024, up 47% quarter-over-quarter.
  • 69 funds opened new Unity positions in Q3 2024 and 94 closed out, a net change of -25 holders.
  • The largest Unity buyer in Q3 2024 was Capital International Investors, an estimated $155M added.
  • The largest Unity seller in Q3 2024 was ARK Investment Management, an estimated $80.1M sold.

Based on aggregated 13F filings for Q3 2024.