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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
CAL
426
Capital Advisors Ltd
Ohio
$1K
GCS
427
Gordian Capital (Singapore)
Singapore
$1K
VNA
428
Valley National Advisers
Pennsylvania
$1K
CHC
429
City Holding Co
West Virginia
$972
JMF
430
Johnson Midwest Financial
Iowa
$908
BWM
431
Baystate Wealth Management
Massachusetts
$876
CFB
432
Cullen/Frost Bankers
Texas
$843
CWC
433
Carolinas Wealth Consulting
North Carolina
$681
NSG
434
Nalls Sherbakoff Group
Tennessee
$587 +$643 +20 New
HWA
435
HHM Wealth Advisors
Tennessee
$520
GI
436
Gradient Investments
Minnesota
$519 +$515 +16 New
AssetMark Inc
437
AssetMark Inc
California
$487 -$918K -28,545 -100%
AF
438
Advisornet Financial
Minnesota
$487 -$643 -20 -57%
WP
439
WealthPLAN Partners
Nebraska
$487 +$482 +15 New
CBT
440
Central Bank & Trust
Kentucky
$485 +$482 +15 New
CA
441
Clearstead Advisors
Ohio
$390 +$386 +12 New
MHR
442
Matthew Hamilton Rosenberg
$357
RFG
443
RFP Financial Group
Georgia
$357
HCP
444
Hexagon Capital Partners
Arkansas
$357 +$354 +11 New
Canada Pension Plan Investment Board
445
Canada Pension Plan Investment Board
Ontario, Canada
$324 -$83K -2,580 -100%
BCH
446
Berkshire Capital Holdings
California
$324
EAM
447
Eukles Asset Management
Ohio
$324
OIA
448
Optimum Investment Advisors
Illinois
$324
WWM
449
Wolff Wiese Magana
California
$292
HNB
450
Huntington National Bank
Ohio
$292 +$257 +8 +800%

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.