We are live on ! Find out more

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
AA
351
Ancora Advisors
Ohio
$2.26K +$1.73K +100 New
AF
352
Advisornet Financial
Minnesota
$2.15K +$432 +25 +36%
CMBA
353
C.M. Bidwell & Associates
Hawaii
$2.08K
AW
354
Avion Wealth
Texas
$2K +$1.24K +72 +360%
MIM
355
Macroview Investment Management
Maryland
$1.9K
CTA
356
Colonial Trust Advisors
South Carolina
$1.79K
NSIM
357
North Star Investment Management
Illinois
$1.58K -$1.73K -100 -59%
CWM
358
CarsonAllaria Wealth Management
Illinois
$1.54K
SWA
359
SOA Wealth Advisors
New York
$1.49K
SMFG
360
Sumitomo Mitsui Financial Group
Japan
$1.33K +$1.02K +59 New
NL
361
NVWM LLC
Pennsylvania
$1.31K
AWM
362
Abound Wealth Management
Tennessee
$1.22K +$933 +54 New
BLC
363
Brown, Lisle/Cummings
Rhode Island
$1.13K
CPA
364
Clear Point Advisors
New York
$1.13K
FC
365
Fairscale Capital
New Hampshire
$1.13K
HGA
366
Hobbs Group Advisors
South Carolina
$1.13K +$863 +50 New
JIP
367
Jaffetilchin Investment Partners
Florida
$1.06K +$812 +47 New
FPF
368
First Pacific Financial
Washington
$1.04K
HBW
369
Hazlett, Burt & Watson
West Virginia
$1K
Lazard Asset Management
370
Lazard Asset Management
New York
$1K
FCG
371
Financial Connections Group
California
$1K +$863 +50 New
HCP
372
Hexagon Capital Partners
Arkansas
$769 +$587 +34 New
DI
373
DAGCO Inc
Ohio
$679 +$518 +30 New
IAIM
374
International Assets Investment Management
Florida
$656 +$243K +14,053 +1,788%
TFM
375
TFC Financial Management
Massachusetts
$634 +$484 +28 New

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.