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501 hedge funds and large institutions have $11.1B invested in Unity in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $548M

75% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 56

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

38% more capital invested

Capital invested by funds: $8.04B → $11.1B (+$3.05B)

9% more funds holding

Funds holding: 461501 (+40)

1.32% more ownership

Funds ownership: 66.22%67.54% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 147

Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.87%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.28%
New
98
Increased
160
Reduced
147
Closed
56
Calls
$1.11B
Puts
$548M
Net Calls
+$561M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
376
Blue Trust Inc
Georgia
$37K +$6.66K +208 +22%
GRP
377
Global Retirement Partners
California
$35.9K
SPIA
378
Steward Partners Investment Advisory
New York
$35.6K
WBC
379
Westpac Banking Corp
Australia
$31.3K -$518K -16,167 -96%
CI Investments Inc
380
CI Investments Inc
Ontario, Canada
$31K -$16.4K -512 -42%
BEI
381
Benjamin Edwards Inc
Missouri
$31K +$416 +13 +2%
AA
382
Ancora Advisors
Ohio
$30.4K +$12.8K +400 +133%
MIH
383
Meitav Investment House
Israel
$29.9K +$21.8K +680 New
KFS
384
Kelly Financial Services
Massachusetts
$29.9K +$1.63K +51 +8%
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$29.4K -$3.33K -104 -13%
UB
386
UMB Bank
Missouri
$28.8K
FRA
387
Front Row Advisors
California
$27K +$19.9K +622 +15,550%
TFA
388
Toth Financial Advisory
Virginia
$26.1K -$3.36K -105 -15%
IUHSA
389
Itau Unibanco Holding S.A.
Brazil
$25.9K +$160 +5 +0.8%
TLCM
390
Twin Lakes Capital Management
California
$24.7K
IGWM
391
ICA Group Wealth Management
Colorado
$24.3K
RCM
392
Raleigh Capital Management
North Carolina
$22.7K +$16.7K +522 New
LC
393
Lindbrook Capital
California
$22.4K +$6.72K +210 +68%
WAM
394
Wolverine Asset Management
Illinois
$22.3K
HIA
395
Harbor Investment Advisory
Maryland
$21.9K
HPC
396
HM Payson & Co
Maine
$20K
CWP
397
Concord Wealth Partners
Virginia
$19.1K +$6.12K +191 +77%
AWM
398
Avior Wealth Management
Nebraska
$18.9K +$2.72K +85 +24%
Robeco Institutional Asset Management
399
Robeco Institutional Asset Management
Netherlands
$17.8K -$338K -10,558 -96%
CA
400
Crewe Advisors
Utah
$17.4K

U Hedge Fund Activity: Q2 2023 in Review

501 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q2 2023, worth a combined $11.1B — up 38% from $8.04B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new U positions and 56 closed out — a net gain of 42 holders — while 160 added to existing stakes and 147 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $142M. The largest seller was Resolute Advisors, cutting an estimated $99.1M.

  • 501 institutional investors held Unity (U) as of Q2 2023, up from 461 in Q1 2023.
  • Funds reported $11.1B of Unity stock for Q2 2023, up 38% quarter-over-quarter.
  • 98 funds opened new Unity positions in Q2 2023 and 56 closed out, a net change of +42 holders.
  • The largest Unity buyer in Q2 2023 was Two Sigma Investments, an estimated $142M added.
  • The largest Unity seller in Q2 2023 was Resolute Advisors, an estimated $99.1M sold.

Based on aggregated 13F filings for Q2 2023.