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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
HIA
476
Harbor Investment Advisory
Maryland
$41K +$42.7K +412 New
BEI
477
Benjamin Edwards Inc
Missouri
$40K +$1.04K +10 +3%
WTA
478
Washington Trust Advisors
Massachusetts
$37K +$38.5K +372 New
TFS
479
TrustCore Financial Services
Tennessee
$35K -$20.7K -200 -36%
HH
480
HWG Holdings
Texas
$35K
TWM
481
Tradition Wealth Management
Minnesota
$32K
FF
482
FourThought Financial
Florida
$32K +$33.9K +327 New
FWM
483
Focused Wealth Management
New York
$31K
SLWA
484
San Luis Wealth Advisors
California
$31K +$22.3K +215 New
OC
485
Oakworth Capital
Alabama
$30K
CAGAS
486
Capital Advisory Group Advisory Services
Minnesota
$28K +$29.6K +286 New
LJHT
487
Laurie J. Hall Trustee
$26K
T
488
TCWP
Ohio
$26K +$27.2K +263 New
KFS
489
Kelly Financial Services
Massachusetts
$24.2K -$2.59K -25 -9%
1832 Asset Management
490
1832 Asset Management
Ontario, Canada
$24K -$10.7M -103,750 -100%
Credit Agricole
491
Credit Agricole
France
$23K
MA
492
Montag & Associates
Georgia
$23K
EI
493
Ellevest Inc
New York
$23K +$311 +3 +1%
HI
494
Hudock Inc
Pennsylvania
$22K
JFA
495
JNBA Financial Advisors
Minnesota
$20K -$13.2K -127 -39%
LC
496
Lindbrook Capital
California
$20K +$10.4K +100 +100%
NSIM
497
North Star Investment Management
Illinois
$20K +$10.4K +100 +95%
FMP
498
Financial Management Professionals
Texas
$19K +$19.7K +190 +3,800%
AWM
499
Avior Wealth Management
Nebraska
$19K +$20.7K +200 New
RIM
500
Rockbridge Investment Management
New York
$18.3K

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.