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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
IUHSA
351
Itau Unibanco Holding S.A.
Brazil
$16.9K -$470 -15 -2%
LC
352
Lindbrook Capital
California
$16.4K +$14.3K +455 +386%
TLCM
353
Twin Lakes Capital Management
California
$16.3K +$17.9K +570 New
HIA
354
Harbor Investment Advisory
Maryland
$14.3K -$1.41K -45 -8%
ECM
355
EMC Capital Management
Texas
$14K
HPC
356
HM Payson & Co
Maine
$13.2K
QCG
357
Quadrant Capital Group
Ohio
$12.9K +$6.55K +209 +86%
CA
358
Crewe Advisors
Utah
$12.9K +$1.06K +34 +8%
RTC
359
Riverview Trust Company
Washington
$12K +$2.22K +71 +21%
NFSG
360
Newbridge Financial Services Group
Florida
$11.9K
PFBT
361
Parkside Financial Bank & Trust
Missouri
$10.9K -$376 -12 -3%
CPG
362
Cornerstone Planning Group
New Jersey
$10.8K +$11.7K +372 New
FFL
363
Financial Freedom LLC
Ohio
$10K +$11K +350 New
AWM
364
Avior Wealth Management
Nebraska
$10K
SSB
365
Sandy Spring Bank
Maryland
$9.89K -$3.13K -100 -22%
WTA
366
Washington Trust Advisors
Massachusetts
$9.44K -$1.25K -40 -11%
MSCM
367
McElhenny Sheffield Capital Management
Texas
$9.35K +$10.2K +327 New
EL
368
EMFO LLC
Florida
$9.03K -$10.4K -332 -51%
AA
369
Ancora Advisors
Ohio
$9K
KIG
370
Kessler Investment Group
Indiana
$9K
TFS
371
TrustCore Financial Services
Tennessee
$8.58K -$1.57K -50 -14%
OC
372
Oakworth Capital
Alabama
$8.58K
Pacer Advisors
373
Pacer Advisors
Pennsylvania
$8.52K -$4.64K -148 -33%
TCM
374
Tradewinds Capital Management
Washington
$8.15K
TFGT
375
TS Financial Group (TSFG)
Illinois
$8K -$2.13K -68 -20%

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.