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410 hedge funds and large institutions have $6.76B invested in Unity in 2024 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 111 increasing their positions, 134 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more call options, than puts

Call options by funds: $908M | Put options by funds: $488M

28% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 78

3% more funds holding

Funds holding: 398410 (+12)

2% less capital invested

Capital invested by funds: $6.9B → $6.76B (-$137M)

2.21% less ownership

Funds ownership: 76.87%74.65% (-2.2%)

17% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 134

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
410
Holders Change
+12
Holders Change %
+3.02%
% of All Funds
5.4%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
100
Increased
111
Reduced
134
Closed
78
Calls
$908M
Puts
$488M
Net Calls
+$419M
Net Calls Change
+$196M
Name Holding Trade Value Shares
Change
Change in
Stake
T
376
Tidemark
California
$1.19K -$20.1K -903 -94%
FC
377
Fairscale Capital
New Hampshire
$1.12K
FPF
378
First Pacific Financial
Washington
$1.03K
HWM
379
Hemington Wealth Management
Virginia
$1K +$867 +39 +177%
PS
380
PayPay Securities
Japan
$944 +$600 +27 +180%
PAM
381
Parvin Asset Management
South Dakota
$899 +$890 +40 New
TFM
382
TFC Financial Management
Massachusetts
$630
CFO
383
CVA Family Office
Colorado
$629
AF
384
Advisornet Financial
Minnesota
$562 -$1.56K -70 -74%
MRP
385
Measured Risk Portfolios
California
$562 +$556 +25 New
BGAI
386
Bruce G. Allen Investments
Colorado
$404
RCM
387
Richardson Capital Management
Wisconsin
$360
DRP
388
Decker Retirement Planning
Utah
$337 +$334 +15 New
PWA
389
Provenance Wealth Advisors
Florida
$292
SS
390
Sunbelt Securities
Texas
$248 -$27.8K -1,250 -99%
CMBA
391
C.M. Bidwell & Associates
Hawaii
$225 -$1.82K -82 -89%
EAM
392
Eukles Asset Management
Ohio
$225
PPC
393
Park Place Capital
Alabama
$202
TSMHT
394
Thurston Springer Miller Herd & Titak
Indiana
$202
ADL
395
Asset Dedication LLC
California
$180
GFPC
396
Global Financial Private Client
Florida
$157 +$156 +7 New
CWM
397
Copia Wealth Management
Oregon
$135 +$133 +6 New
MCM
398
Manchester Capital Management
Vermont
$113
WCM
399
WealthTrak Capital Management
Virginia
$113 +$111 +5 New
TAM
400
Tucker Asset Management
Colorado
$112

U Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q4 2024, worth a combined $6.76B — down 2% from $6.9B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new U positions and 78 closed out — a net gain of 22 holders — while 111 added to existing stakes and 134 trimmed.

The largest buyer was BlackRock, adding an estimated $178M. The largest seller was UBS Group, cutting an estimated $158M.

  • 410 institutional investors held Unity (U) as of Q4 2024, up from 398 in Q3 2024.
  • Funds reported $6.76B of Unity stock for Q4 2024, down 2% quarter-over-quarter.
  • 100 funds opened new Unity positions in Q4 2024 and 78 closed out, a net change of +22 holders.
  • The largest Unity buyer in Q4 2024 was BlackRock, an estimated $178M added.
  • The largest Unity seller in Q4 2024 was UBS Group, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2024.