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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
BWM
426
Baystate Wealth Management
Massachusetts
$1K +$846 +27 New
JMF
427
Johnson Midwest Financial
Iowa
$1K +$877 +28 New
Jones Financial Companies
428
Jones Financial Companies
Missouri
$1K +$877 +28 New
VF
429
VitalStone Financial
Texas
$1K +$1.57K +50 New
CWA
430
Clearview Wealth Advisors
Oregon
$943 -$783 -25 -43%
CHC
431
City Holding Co
West Virginia
$857
CFB
432
Cullen/Frost Bankers
Texas
$743
TC
433
Truvestments Capital
Florida
$715 +$783 +25 New
MWM
434
MinichMacGregor Wealth Management
New York
$714 +$783 +25 New
BAAM
435
Baker Avenue Asset Management
California
$686 +$752 +24 New
CWC
436
Carolinas Wealth Consulting
North Carolina
$600 +$658 +21 New
HWA
437
HHM Wealth Advisors
Tennessee
$457 +$501 +16 New
VCM
438
Versant Capital Management
Arizona
$372 +$188 +6 +86%
TPCW
439
TD Private Client Wealth
New York
$372 +$407 +13 New
MHR
440
Matthew Hamilton Rosenberg
$314 +$345 +11 New
RFG
441
RFP Financial Group
Georgia
$314 +$345 +11 New
OIA
442
Optimum Investment Advisors
Illinois
$286 -$2.35K -75 -88%
BCH
443
Berkshire Capital Holdings
California
$286
MPCL
444
My Personal CFO LLC
Washington
$286 +$313 +10 New
PO
445
Private Ocean
California
$286 +$313 +10 New
WWM
446
Wolff Wiese Magana
California
$257 -$2.38K -76 -89%
BCMLT
447
Beacon Capital Management LLC (Tennessee)
Tennessee
$172
BWL
448
Bogart Wealth LLC
Virginia
$143 +$157 +5 New
TAM
449
Tucker Asset Management
Colorado
$142 -$1.25K -40 -89%
RAM
450
Riggs Asset Management
Pennsylvania
$114 -$282 -9 -69%

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.