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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
WWMSC
501
Wagner Wealth Management (South Carolina)
South Carolina
$43K +$2.29K +15 +5%
MSFP
502
Mark Sheptoff Financial Planning
Connecticut
$43K +$45.8K +300 New
OC
503
Oakworth Capital
Alabama
$43K +$45.8K +300 New
KFS
504
Kelly Financial Services
Massachusetts
$38.5K +$18K +118 +78%
LJHT
505
Laurie J. Hall Trustee
$38K
Credit Agricole
506
Credit Agricole
France
$33K
MA
507
Montag & Associates
Georgia
$33K +$30.6K +200 +667%
HI
508
Hudock Inc
Pennsylvania
$32K
EI
509
Ellevest Inc
New York
$32K +$25.4K +166 +277%
RIM
510
Rockbridge Investment Management
New York
$26K +$28.3K +185 New
1IA
511
1834 Investment Advisors
Wisconsin
$25K +$26.7K +175 New
TFGT
512
TS Financial Group (TSFG)
Illinois
$24K -$35.1K -230 -58%
AA
513
Ancora Advisors
Ohio
$24K
PFGIA
514
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$26K +170 New
FRA
515
Front Row Advisors
California
$23K
CWA
516
Clearview Wealth Advisors
Oregon
$19K -$4.13K -27 -17%
RA
517
Rise Advisors
New York
$18.6K +$19.9K +130 New
HFS
518
Hantz Financial Services
Michigan
$18K -$98.3K -643 -84%
BFC
519
Bedel Financial Consulting
Indiana
$18K -$26.7K -175 -58%
TFM
520
TFC Financial Management
Massachusetts
$18K +$15.7K +103 +412%
RPCONE
521
Retirement Planning Company of New England
Rhode Island
$18K +$19.9K +130 New
AIM
522
Anchor Investment Management
South Carolina
$17.9K +$15.3K +100 +400%
PCH
523
Polar Capital Holdings
United Kingdom
$17.8K -$12.3M -80,433 -39%
EARNEST Partners
524
EARNEST Partners
Georgia
$16K +$16.8K +110 New
AP
525
Arlington Partners
Alabama
$16K +$17.4K +114 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.