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579 hedge funds and large institutions have $22B invested in Unity in 2022 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 240 increasing their positions, 153 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 153

17% more call options, than puts

Call options by funds: $837M | Put options by funds: $716M

7% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 126

1.77% less ownership

Funds ownership: 77.72%75.94% (-1.8%)

3% less funds holding

Funds holding: 594579 (-15)

31% less capital invested

Capital invested by funds: $31.8B → $22B (-$9.72B)

32% less funds holding in top 10

Funds holding in top 10: 3121 (-10)

Holders
579
Holders Change
-15
Holders Change %
-2.53%
% of All Funds
9.13%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.33%
New
117
Increased
240
Reduced
153
Closed
126
Calls
$837M
Puts
$716M
Net Calls
+$121M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
376
Gladstone Institutional Advisory
Florida
$344K +$76.3K +737 +27%
MAM
377
Morse Asset Management
Connecticut
$335K -$557K -5,378 -61%
SPIA
378
Steward Partners Investment Advisory
New York
$331K +$157K +1,513 +83%
RSC
379
Red Spruce Capital
Pennsylvania
$330K +$167K +1,610 +94%
EGM
380
Engineers Gate Manager
New York
$328K -$893K -8,617 -72%
PCA
381
Personal Capital Advisors
California
$316K -$33.1K -320 -9%
Nordea Investment Management
382
Nordea Investment Management
Sweden
$316K
CB
383
Commerce Bank
Missouri
$313K +$327K +3,154 New
VWM
384
Venturi Wealth Management
Texas
$306K +$320K +3,087 New
HHGA
385
Halbert Hargrove Global Advisors
California
$300K +$313K +3,023 New
WCM
386
Windward Capital Management
California
$299K -$1.55K -15 -0.5%
SMDAM
387
Sumitomo Mitsui DS Asset Management
Japan
$299K
IWA
388
IVC Wealth Advisors
Pennsylvania
$299K +$8.6K +83 +3%
AAP
389
Ardsley Advisory Partners
Connecticut
$298K -$51.8K -500 -14%
VCM
390
Virtue Capital Management
Tennessee
$290K +$303K +2,923 New
AIG
391
American International Group
New York
$284K +$104 +1 +0%
KJHP
392
K.J. Harrison & Partners
Ontario, Canada
$280K -$725K -7,000 -71%
Squarepoint
393
Squarepoint
New York
$277K -$9.89M -95,517 -97%
CS
394
Comerica Securities
Michigan
$277K +$289K +2,792 New
AAM
395
Azzad Asset Management
Virginia
$277K +$26.3K +254 +10%
FWM
396
Frontier Wealth Management
Missouri
$275K +$88.9K +858 +39%
SG Americas Securities
397
SG Americas Securities
New York
$272K -$65.3K -630 -19%
EDRH
398
Edmond de Rothschild Holding
Switzerland
$271K +$41.1K +397 +17%
Schroder Investment Management Group
399
Schroder Investment Management Group
United Kingdom
$267K -$61.1K -590 -18%
CAPTRUST Financial Advisors
400
CAPTRUST Financial Advisors
North Carolina
$267K +$83.2K +803 +43%

U Hedge Fund Activity: Q1 2022 in Review

579 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q1 2022, worth a combined $22B — down 31% from $31.8B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of U and 117 opened new positions — a net loss of 9 holders — while 153 trimmed existing stakes and 240 added.

The largest buyer was ClearBridge Investments, adding an estimated $439M. The largest seller was Fidelity Investments, cutting an estimated $380M.

  • 579 institutional investors held Unity (U) as of Q1 2022, down from 594 in Q4 2021.
  • Funds reported $22B of Unity stock for Q1 2022, down 31% quarter-over-quarter.
  • 117 funds opened new Unity positions in Q1 2022 and 126 closed out, a net change of -9 holders.
  • The largest Unity buyer in Q1 2022 was ClearBridge Investments, an estimated $439M added.
  • The largest Unity seller in Q1 2022 was Fidelity Investments, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2022.