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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
WW
401
Winnow Wealth
Texas
$95 +$111 +5 New
CPG
402
Cornerstone Planning Group
New Jersey
$87 -$89 -4 -50%
GWSG
403
GPS Wealth Strategies Group
Colorado
$45
PFA
404
Pillar Financial Advisors
Kentucky
$45 +$44 +2 New
TWD
405
True Wealth Design
Ohio
$23
CWP
406
Concord Wealth Partners
Virginia
$22 -$11.9K -537 -100%
AWM
407
Activest Wealth Management
Florida
$22 +$22 +1 New
PWM
408
Parkworth Wealth Management
California
$22 +$22 +1 New
VVVM4
409
Viola Ventures VC Management 4
Israel
-$54.3M -2,398,685 Closed
Teacher Retirement System of Texas
410
Teacher Retirement System of Texas
Texas
-$23.3M -1,030,761 Closed
ARAM
411
Ardmore Road Asset Management
New York
-$15.8M -700,000 Closed
MM
412
Monolith Management
Hong Kong
-$11M -486,000 Closed
WAM
413
Weiss Asset Management
Massachusetts
-$10.3M -456,903 Closed
WHGC
414
Wealth High Governance Capital
Brazil
-$9.05M -400,000 Closed
WorldQuant Millennium Advisors
415
WorldQuant Millennium Advisors
New York
-$8.98M -397,118 Closed
GMF
416
Grace & Mercy Foundation
New York
-$8.2M -362,400 Closed
Alyeska Investment Group
417
Alyeska Investment Group
Illinois
-$6.79M -300,000 Closed
ICM
418
Invenomic Capital Management
Massachusetts
-$4.71M -208,371 Closed
YIH
419
Y-Intercept (HK)
Hong Kong
-$4.39M -194,098 Closed
DLCIG
420
D.L. Carlson Investment Group
New Hampshire
-$3.86M -170,669 Closed
NTIC
421
Napean Trading & Investment Company
Singapore
-$3.67M -162,271 Closed
WHP
422
Washington Harbour Partners
Virginia
-$3.55M -157,059 Closed
SBF
423
Sara-Bay Financial
Florida
-$3.36M -148,380 Closed
EP
424
Edgestream Partners
New Jersey
-$2.33M -102,899 Closed
AIM
425
Achmea Investment Management
Netherlands
-$1.98M -87,739 Closed

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.