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579 hedge funds and large institutions have $22B invested in Unity in 2022 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 240 increasing their positions, 153 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 153

17% more call options, than puts

Call options by funds: $837M | Put options by funds: $716M

7% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 126

1.77% less ownership

Funds ownership: 77.72%75.94% (-1.8%)

3% less funds holding

Funds holding: 594579 (-15)

31% less capital invested

Capital invested by funds: $31.8B → $22B (-$9.72B)

32% less funds holding in top 10

Funds holding in top 10: 3121 (-10)

Holders
579
Holders Change
-15
Holders Change %
-2.53%
% of All Funds
9.13%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.33%
New
117
Increased
240
Reduced
153
Closed
126
Calls
$837M
Puts
$716M
Net Calls
+$121M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
451
Newbridge Financial Services Group
Florida
$100K +$21.6K +209 +26%
HA
452
Herold Advisors
New York
$99.2K +$104K +1,000 New
GWM
453
Geneos Wealth Management
Colorado
$96K +$43.2K +417 +74%
HFM
454
Harvest Fund Management
China
$95K
AA
455
Ancora Advisors
Ohio
$95K +$82K +792 +471%
ODG
456
O'Dell Group
Ohio
$91K -$4.35K -42 -4%
VI
457
Vestcor Inc
New Brunswick, Canada
$90K +$21.4K +207 +30%
ECM
458
EMC Capital Management
Texas
$89K +$51.8K +500 +125%
SC
459
Sierra Capital
Florida
$86K
KBC Group
460
KBC Group
Belgium
$80K -$242K -2,340 -74%
VAM
461
Vienna Asset Management
California
$77K -$487K -4,697 -86%
BONH
462
Bank of New Hampshire
New Hampshire
$65K +$68.4K +660 New
EL
463
EMFO LLC
Florida
$64K +$10.4K +100 +18%
LAS
464
Lloyd Advisory Services
Georgia
$62K +$10.8K +104 +20%
CLOS
465
Compagnie Lombard Odier SCmA
Switzerland
$60K
TFA
466
Toth Financial Advisory
Virginia
$60K
WWM
467
Wolff Wiese Magana
California
$58K +$22.4K +216 +58%
Koshinski Asset Management
468
Koshinski Asset Management
Illinois
$57.5K +$49K +473 +442%
GCS
469
Gordian Capital (Singapore)
Singapore
$53K +$51.8K +500 +50,000%
APP
470
Alpha Paradigm Partners
Illinois
$52K
EWA
471
EverSource Wealth Advisors
Alabama
$50K
IA
472
IndexIQ Advisors
New York
$46K +$47.2K +456 New
KLWA
473
Kelly Lawrence W & Associates
California
$45K
SSB
474
Sandy Spring Bank
Maryland
$44K
PFBT
475
Parkside Financial Bank & Trust
Missouri
$41K +$3K +29 +8%

U Hedge Fund Activity: Q1 2022 in Review

579 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q1 2022, worth a combined $22B — down 31% from $31.8B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of U and 117 opened new positions — a net loss of 9 holders — while 153 trimmed existing stakes and 240 added.

The largest buyer was ClearBridge Investments, adding an estimated $439M. The largest seller was Fidelity Investments, cutting an estimated $380M.

  • 579 institutional investors held Unity (U) as of Q1 2022, down from 594 in Q4 2021.
  • Funds reported $22B of Unity stock for Q1 2022, down 31% quarter-over-quarter.
  • 117 funds opened new Unity positions in Q1 2022 and 126 closed out, a net change of -9 holders.
  • The largest Unity buyer in Q1 2022 was ClearBridge Investments, an estimated $439M added.
  • The largest Unity seller in Q1 2022 was Fidelity Investments, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2022.