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460 hedge funds and large institutions have $7.19B invested in Unity in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 180 increasing their positions, 119 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $421M | Put options by funds: $273M

51% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 119

10% more capital invested

Capital invested by funds: $6.54B → $7.19B (+$653M)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

7% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 102

3% less funds holding

Funds holding: 473460 (-13)

16.53% less ownership

Funds ownership: 78.85%62.31% (-17%)

Holders
460
Holders Change
-13
Holders Change %
-2.75%
% of All Funds
7.39%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
95
Increased
180
Reduced
119
Closed
102
Calls
$421M
Puts
$273M
Net Calls
+$148M
Net Calls Change
+$90.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
401
Harbour Investments
Wisconsin
$2.46K -$24.6K -785 -90%
LFG
402
Larson Financial Group
Missouri
$2.32K
CTA
403
Colonial Trust Advisors
South Carolina
$2.26K +$2.48K +79 New
LWCFA
404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.14K
CFG
405
CKW Financial Group
Hawaii
$2K
RDIA
406
RE Dickinson Investment Advisors
Iowa
$2K
SWA
407
SOA Wealth Advisors
New York
$1.89K -$501 -16 -20%
Dimensional Fund Advisors
408
Dimensional Fund Advisors
Texas
$1.74K +$362K +11,549 +23%
FWM
409
Focused Wealth Management
New York
$1.72K
MS
410
Madden Securities
Texas
$1.72K +$1.88K +60 New
NL
411
NVWM LLC
Pennsylvania
$1.66K
PS
412
PayPay Securities
Japan
$1.63K +$1.79K +57 New
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$1.37K -$31 -1 -2%
AWM
414
Atticus Wealth Management
Florida
$1.37K +$1.5K +48 New
FFA
415
Farther Finance Advisors
California
$1.31K +$1.44K +46 New
EWA
416
EverSource Wealth Advisors
Alabama
$1.26K -$14.3K -456 -91%
SBL
417
Sargent Bickham Lagudis
Colorado
$1.2K
CAC
418
Core Alternative Capital
Georgia
$1.17K
AF
419
Advisornet Financial
Minnesota
$1K -$627 -20 -36%
Lazard Asset Management
420
Lazard Asset Management
New York
$1K -$6.26K -200 -78%
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$1K -$533 -17 -26%
CWM
422
CarsonAllaria Wealth Management
Illinois
$1K
GCS
423
Gordian Capital (Singapore)
Singapore
$1K
VNA
424
Valley National Advisers
Pennsylvania
$1K
CAL
425
Capital Advisors Ltd
Ohio
$1K +$219 +7 +50%

U Hedge Fund Activity: Q4 2022 in Review

460 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q4 2022, worth a combined $7.19B — up 10% from $6.54B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of U and 95 opened new positions — a net loss of 7 holders — while 119 trimmed existing stakes and 180 added.

The largest buyer was Vanguard Group, adding an estimated $282M. The largest seller was Morgan Stanley, cutting an estimated $190M.

  • 460 institutional investors held Unity (U) as of Q4 2022, down from 473 in Q3 2022.
  • Funds reported $7.19B of Unity stock for Q4 2022, up 10% quarter-over-quarter.
  • 95 funds opened new Unity positions in Q4 2022 and 102 closed out, a net change of -7 holders.
  • The largest Unity buyer in Q4 2022 was Vanguard Group, an estimated $282M added.
  • The largest Unity seller in Q4 2022 was Morgan Stanley, an estimated $190M sold.

Based on aggregated 13F filings for Q4 2022.