467 hedge funds and large institutions have $7.9B invested in Unity in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 158 increasing their positions, 150 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-55
Holders Change %
-10.54%
% of All Funds
6.77%
Holding in Top 10
11
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-50%
% of All Funds
0.16%
New
79
Increased
158
Reduced
150
Closed
130
Calls
$490M
Puts
$557M
Net Calls
-$66.6M
Net Calls Change
-$436M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
401
Private Wealth Management Group
New Jersey
$3.31K -$721 -27 -18%
ACA
402
American Capital Advisory
Idaho
$3.24K
PS
403
PayPay Securities
Japan
$3.23K +$1.04K +39 +48%
GWM
404
Geneos Wealth Management
Colorado
$2.96K -$15.8K -593 -84%
QCG
405
Quadrant Capital Group
Ohio
$2.91K -$3.15K -118 -52%
TVWM
406
Tower View Wealth Management
Wisconsin
$2.91K
BBHC
407
Brown Brothers Harriman & Co
New York
$2.8K
BWL
408
Bogart Wealth LLC
Virginia
$2.67K
FFL
409
Financial Freedom LLC
Ohio
$2.67K
OCM
410
Orion Capital Management
California
$2.67K
TCPG
411
Trivant Custom Portfolio Group
California
$2.67K +$2.67K +100 New
CMBA
412
C.M. Bidwell & Associates
Hawaii
$2.46K
MIM
413
Macroview Investment Management
Maryland
$2.24K
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$2.19K +$1.74K +65 +382%
HI
415
Harbour Investments
Wisconsin
$2.16K -$294 -11 -12%
PMFA
416
Plante Moran Financial Advisors
Michigan
$2.14K -$2.03K -76 -49%
CTC
417
Central Trust Company
Missouri
$2.14K +$2.14K +80 New
CTA
418
Colonial Trust Advisors
South Carolina
$2.11K
VNA
419
Valley National Advisers
Pennsylvania
$2K -$370 -15 -16%
AW
420
Avion Wealth
Texas
$2K +$974 +19 +95%
CWM
421
CarsonAllaria Wealth Management
Illinois
$1.82K +$1.82K +68 New
SWA
422
SOA Wealth Advisors
New York
$1.76K
NL
423
NVWM LLC
Pennsylvania
$1.55K
KFS
424
Kelly Financial Services
Massachusetts
$1.34K -$24.7K -925 -95%
AF
425
Advisornet Financial
Minnesota
$1.34K -$53 -2 -4%