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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
First Manhattan
401
First Manhattan
New York
$3.24K +$3.22K +100 New
CFG
402
CKW Financial Group
Hawaii
$3K
AW
403
Avion Wealth
Texas
$3K +$3.51K +109 New
CMBA
404
C.M. Bidwell & Associates
Hawaii
$2.98K
TWA
405
TCI Wealth Advisors
Arizona
$2.95K -$2.9K -90 -50%
Commonwealth Equity Services
406
Commonwealth Equity Services
Massachusetts
$2.9K +$168K +5,228 +6%
HI
407
Harbour Investments
Wisconsin
$2.79K
CTA
408
Colonial Trust Advisors
South Carolina
$2.56K
LWCFA
409
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.43K
Allspring Global Investments
410
Allspring Global Investments
North Carolina
$2.4K -$1.61K -50 -40%
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$2.21K +$643 +20 +42%
SWA
412
SOA Wealth Advisors
New York
$2.14K
WT
413
Washington Trust
Rhode Island
$2.08K -$3.47K -108 -63%
RDIA
414
RE Dickinson Investment Advisors
Iowa
$2K
Lazard Asset Management
415
Lazard Asset Management
New York
$2K +$193 +6 +11%
FWM
416
Focused Wealth Management
New York
$1.95K
NL
417
NVWM LLC
Pennsylvania
$1.88K
PS
418
PayPay Securities
Japan
$1.65K -$193 -6 -11%
BWL
419
Bogart Wealth LLC
Virginia
$1.65K +$1.48K +46 +920%
CAC
420
Core Alternative Capital
Georgia
$1.49K +$161 +5 +12%
CWM
421
CarsonAllaria Wealth Management
Illinois
$1.43K
CWA
422
Clearview Wealth Advisors
Oregon
$1.23K +$161 +5 +15%
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$1.17K -$386 -12 -25%
SWA
424
Sutton Wealth Advisors
Florida
$1.14K -$20.1K -625 -95%
VF
425
VitalStone Financial
Texas
$1K -$1.29K -40 -80%

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.