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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
TCM
376
Tradewinds Capital Management
Washington
$9.25K
EBA
377
Eagle Bay Advisors
New York
$9.12K +$9.01K +280 +28,000%
TFGT
378
TS Financial Group (TSFG)
Illinois
$9K
AF
379
Allworth Financial
California
$8.99K +$354 +11 +4%
CWP
380
Concord Wealth Partners
Virginia
$8.08K -$44K -1,368 -85%
GWS
381
Glassman Wealth Services
Virginia
$7.49K +$1.06K +33 +17%
SSB
382
Sandy Spring Bank
Maryland
$7.24K -$3.96K -123 -36%
NSIM
383
North Star Investment Management
Illinois
$6.65K
OA
384
Operose Advisors
Wisconsin
$6.49K +$6.43K +200 New
LFG
385
Larson Financial Group
Missouri
$6.39K +$3.73K +116 +143%
BBHC
386
Brown Brothers Harriman & Co
New York
$6.36K +$3.38K +105 +115%
CFO
387
CVA Family Office
Colorado
$6.16K -$965 -30 -14%
IFAM
388
Institutional & Family Asset Management
Colorado
$5.03K +$1.38K +43 +38%
HGERS
389
Householder Group Estate & Retirement Specialist
Arizona
$5K +$547 +17 +13%
BIA
390
Bell Investment Advisors
California
$4.87K -$3.89K -121 -45%
Credit Agricole
391
Credit Agricole
France
$4.8K -$2.57K -80 -35%
CSPIA
392
Cary Street Partners Investment Advisory
Virginia
$4.51K
RA
393
Rise Advisors
New York
$4.22K -$965 -30 -19%
AA
394
Addison Advisors
Vermont
$4.05K
TVWM
395
Tower View Wealth Management
Wisconsin
$4K
PTC
396
Private Trust Company
Ohio
$3.86K -$740 -23 -16%
BWM
397
BerganKDV Wealth Management
Minnesota
$3.6K
EARNEST Partners
398
EARNEST Partners
Georgia
$3.57K
FFL
399
Financial Freedom LLC
Ohio
$3.24K -$8.04K -250 -71%
OCM
400
Orion Capital Management
California
$3.24K

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.