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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
BAM
351
Belpointe Asset Management
Nevada
$18.8K -$5.11K -159 -22%
TLCM
352
Twin Lakes Capital Management
California
$18.5K
IGWM
353
ICA Group Wealth Management
Colorado
$18.2K -$1.77K -55 -9%
EI
354
Ellevest Inc
New York
$16.9K -$15.5K -483 -48%
WAM
355
Wolverine Asset Management
Illinois
$16.7K -$205K -6,362 -93%
HIA
356
Harbor Investment Advisory
Maryland
$16.4K +$193 +6 +1%
ECM
357
EMC Capital Management
Texas
$16K
HPC
358
HM Payson & Co
Maine
$14.9K
C
359
Covestor
United Kingdom
$14K -$5.24K -163 -29%
NFSG
360
Newbridge Financial Services Group
Florida
$13.5K
NA
361
NewEdge Advisors
Louisiana
$13.5K -$114K -3,531 -89%
IA
362
IFP Advisors
Florida
$13.3K -$55.5K -1,727 -90%
CA
363
Crewe Advisors
Utah
$13K -$1.61K -50 -11%
QCG
364
Quadrant Capital Group
Ohio
$12.1K -$2.51K -78 -17%
PFBT
365
Parkside Financial Bank & Trust
Missouri
$11.8K -$515 -16 -4%
Pacer Advisors
366
Pacer Advisors
Pennsylvania
$11.6K +$1.96K +61 +20%
AWM
367
Avior Wealth Management
Nebraska
$11.4K
HFM
368
Harvest Fund Management
China
$11K +$11.1K +344 New
WTA
369
Washington Trust Advisors
Massachusetts
$10.9K +$193 +6 +2%
SHIM
370
Stone House Investment Management
Pennsylvania
$10.7K +$10.6K +329 New
EL
371
EMFO LLC
Florida
$10.3K
LC
372
Lindbrook Capital
California
$9.96K -$8.55K -266 -46%
AA
373
Ancora Advisors
Ohio
$9.73K
KIG
374
Kessler Investment Group
Indiana
$9.73K
OC
375
Oakworth Capital
Alabama
$9.73K

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.