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501 hedge funds and large institutions have $11.1B invested in Unity in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $548M

75% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 56

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

38% more capital invested

Capital invested by funds: $8.04B → $11.1B (+$3.05B)

9% more funds holding

Funds holding: 461501 (+40)

1.32% more ownership

Funds ownership: 66.22%67.54% (+1.3%)

9% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 147

Holders
501
Holders Change
+40
Holders Change %
+8.68%
% of All Funds
7.87%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.28%
New
98
Increased
160
Reduced
147
Closed
56
Calls
$1.11B
Puts
$548M
Net Calls
+$561M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
451
PayPay Securities
Japan
$2.17K -$32 -1 -2%
Lazard Asset Management
452
Lazard Asset Management
New York
$2K -$192 -6 -10%
RDIA
453
RE Dickinson Investment Advisors
Iowa
$2K
VNA
454
Valley National Advisers
Pennsylvania
$2K
CAC
455
Core Alternative Capital
Georgia
$2K
CWM
456
CarsonAllaria Wealth Management
Illinois
$1.91K
PAI
457
Pittenger & Anderson Inc
Nebraska
$1.74K +$1.28K +40 New
Fifth Third Bancorp
458
Fifth Third Bancorp
Ohio
$1.56K
SWA
459
Sutton Wealth Advisors
Florida
$1.52K
CHC
460
City Holding Co
West Virginia
$1.3K
JMF
461
Johnson Midwest Financial
Iowa
$1.22K
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$1.17K -$1.31K -41 -60%
BWM
463
Baystate Wealth Management
Massachusetts
$1.17K
CFB
464
Cullen/Frost Bankers
Texas
$1.13K
SIC
465
Salem Investment Counselors
North Carolina
$1.09K +$801 +25 New
HBW
466
Hazlett, Burt & Watson
West Virginia
$1K +$768 +24 New
AF
467
Advisornet Financial
Minnesota
$955 +$224 +7 +47%
GI
468
Gradient Investments
Minnesota
$738 +$32 +1 +6%
BAAM
469
Baker Avenue Asset Management
California
$738 +$544 +17 New
EC
470
Elequin Capital
New York
$695 +$512 +16 New
AssetMark Inc
471
AssetMark Inc
California
$651
WP
472
WealthPLAN Partners
Nebraska
$651
IRC
473
Investors Research Corp
Georgia
$651 +$480 +15 New
HI
474
Harbour Investments
Wisconsin
$608 -$2.31K -72 -84%
NSG
475
Nalls Sherbakoff Group
Tennessee
$595

U Hedge Fund Activity: Q2 2023 in Review

501 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q2 2023, worth a combined $11.1B — up 38% from $8.04B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new U positions and 56 closed out — a net gain of 42 holders — while 160 added to existing stakes and 147 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $142M. The largest seller was Resolute Advisors, cutting an estimated $99.1M.

  • 501 institutional investors held Unity (U) as of Q2 2023, up from 461 in Q1 2023.
  • Funds reported $11.1B of Unity stock for Q2 2023, up 38% quarter-over-quarter.
  • 98 funds opened new Unity positions in Q2 2023 and 56 closed out, a net change of +42 holders.
  • The largest Unity buyer in Q2 2023 was Two Sigma Investments, an estimated $142M added.
  • The largest Unity seller in Q2 2023 was Resolute Advisors, an estimated $99.1M sold.

Based on aggregated 13F filings for Q2 2023.