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594 hedge funds and large institutions have $31.8B invested in Unity in 2021 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 203 increasing their positions, 159 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 64

82% more funds holding in top 10

Funds holding in top 10: 1731 (+14)

29% more call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.14B

28% more repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 159

25% more funds holding

Funds holding: 475594 (+119)

23% more capital invested

Capital invested by funds: $25.9B → $31.8B (+$5.9B)

5.13% more ownership

Funds ownership: 72.58%77.72% (+5.1%)

Holders
594
Holders Change
+119
Holders Change %
+25.05%
% of All Funds
9.14%
Holding in Top 10
31
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+82.35%
% of All Funds
0.48%
New
189
Increased
203
Reduced
159
Closed
64
Calls
$1.47B
Puts
$1.14B
Net Calls
+$326M
Net Calls Change
-$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
476
Compagnie Lombard Odier SCmA
Switzerland
$86K +$91.7K +600 New
GWM
477
Geneos Wealth Management
Colorado
$80K +$39.7K +260 +87%
TFS
478
TrustCore Financial Services
Tennessee
$79K +$68.8K +450 +450%
EL
479
EMFO LLC
Florida
$78K +$12.2K +80 +17%
APP
480
Alpha Paradigm Partners
Illinois
$75K -$753K -4,925 -90%
LAS
481
Lloyd Advisory Services
Georgia
$75K +$15.7K +103 +24%
EWA
482
EverSource Wealth Advisors
Alabama
$71K +$76.4K +500 New
RE
483
RBC Europe
United Kingdom
$70K -$140K -913 -65%
CFA
484
Carroll Financial Associates
North Carolina
$66K +$19.9K +130 +41%
CI
485
Carroll Investors
South Carolina
$65K +$69.7K +456 New
Pacer Advisors
486
Pacer Advisors
Pennsylvania
$65K +$69.7K +456 New
KLWA
487
Kelly Lawrence W & Associates
California
$64K
SSB
488
Sandy Spring Bank
Maryland
$64K
MTWM
489
Masso Torrence Wealth Management
New Jersey
$62K +$66.5K +435 New
Macquarie Group
490
Macquarie Group
Australia
$60K
ECM
491
EMC Capital Management
Texas
$57K
BEI
492
Benjamin Edwards Inc
Missouri
$56K -$8.25K -54 -12%
PFBT
493
Parkside Financial Bank & Trust
Missouri
$55K +$27.7K +181 +89%
WWM
494
Wolff Wiese Magana
California
$53K
IA
495
IFP Advisors
Florida
$52K +$15.7K +103 +40%
HH
496
HWG Holdings
Texas
$50K +$53.6K +351 New
JFA
497
JNBA Financial Advisors
Minnesota
$47K +$50K +327 New
TWM
498
Tradition Wealth Management
Minnesota
$46K
FWM
499
Focused Wealth Management
New York
$44K -$41.4K -271 -47%
Acadian Asset Management
500
Acadian Asset Management
Massachusetts
$44K +$47.4K +310 New

U Hedge Fund Activity: Q4 2021 in Review

594 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q4 2021, worth a combined $31.8B — up 23% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new U positions and 64 closed out — a net gain of 125 holders — while 203 added to existing stakes and 159 trimmed.

The largest buyer was Resolute Advisors, adding an estimated $2.71B. The largest seller was Silver Lake Group, cutting an estimated $886M.

  • 594 institutional investors held Unity (U) as of Q4 2021, up from 475 in Q3 2021.
  • Funds reported $31.8B of Unity stock for Q4 2021, up 23% quarter-over-quarter.
  • 189 funds opened new Unity positions in Q4 2021 and 64 closed out, a net change of +125 holders.
  • The largest Unity buyer in Q4 2021 was Resolute Advisors, an estimated $2.71B added.
  • The largest Unity seller in Q4 2021 was Silver Lake Group, an estimated $886M sold.

Based on aggregated 13F filings for Q4 2021.