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Unity
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Overview Fund Activity

467 hedge funds and large institutions have $7.9B invested in Unity in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 158 increasing their positions, 150 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-55
Holders Change %
-10.54%
% of All Funds
6.77%
Holding in Top 10
11
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-50%
% of All Funds
0.16%
New
79
Increased
158
Reduced
150
Closed
130
Calls
$490M
Puts
$557M
Net Calls
-$66.6M
Net Calls Change
-$436M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$170M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
3
UBS Group
UBS Group
Switzerland
+$127M
4
NAMA
Nikko Asset Management Americas
New York
+$74.4M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$74.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$166M
2
SXM
SC XII Management
California
-$96.9M
3
Artisan Partners
Artisan Partners
Wisconsin
-$90.7M
4
CAM
Contour Asset Management
New York
-$83.7M
5
Bank of America
Bank of America
North Carolina
-$53.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
451
Eukles Asset Management
Ohio
$267 – – –
BCH
452
Berkshire Capital Holdings
California
$267 – – –
MFG
453
Mendota Financial Group
Wisconsin
$267 – – –
SIC
454
Salem Investment Counselors
North Carolina
$267 +$267 +10 New
PPC
455
Park Place Capital
Alabama
$240 – – –
CPG
456
Cornerstone Planning Group
New Jersey
$198 -$25 -1 -11%
TWD
457
True Wealth Design
Ohio
$187 +$80 +3 +75%
FGAM
458
Financial Gravity Asset Management
Texas
$163 +$163 +6 New
MCM
459
MV Capital Management
Maryland
$161 +$161 +6 New
WWM
460
Wolff Wiese Magana
California
$134 -$107 -4 -44%
TAM
461
Tucker Asset Management
Colorado
$134 – – –
EC
462
Elequin Capital
New York
$107 +$107 +4 New
AA
463
Addison Advisors
Vermont
$81 – – –
GWSG
464
GPS Wealth Strategies Group
Colorado
$53 – – –
FFWA
465
FRG Family Wealth Advisors
Washington
$24 +$24 +1 New
FIA
466
FNY Investment Advisers
New York
$13 +$13 +500 New
DWM
467
Dogwood Wealth Management
Kansas
$1 -$2 – –
Artisan Partners
468
Artisan Partners
Wisconsin
– -$90.7M -2,217,372 Closed
CCM
469
CloudAlpha Capital Management
Hong Kong
– -$30.4M -743,891 Closed
Holocene Advisors
470
Holocene Advisors
New York
– -$26.5M -647,559 Closed
Point72 Asset Management
471
Point72 Asset Management
Connecticut
– -$18.4M -448,956 Closed
LFDLE
472
La Financiere de L'Echiquier
France
– -$16.3M -399,600 Closed
MCC
473
Money Concepts Capital
Florida
– -$13.7M -334,300 Closed
MM
474
Monolith Management
Hong Kong
– -$13.3M -326,250 Closed
SEC
475
Seven Eight Capital
New York
– -$7.39M -180,844 Closed
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