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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
RE
501
RBC Europe
United Kingdom
$16K -$33.9K -327 -67%
FRA
502
Front Row Advisors
California
$16K
RA
503
Rise Advisors
New York
$16K +$3.11K +30 +23%
EC
504
Elequin Capital
New York
$16K +$16.4K +158 New
IFAM
505
Institutional & Family Asset Management
Colorado
$16K +$16.5K +159 New
MSFP
506
Mark Sheptoff Financial Planning
Connecticut
$15K -$15.5K -150 -50%
CWA
507
Clearview Wealth Advisors
Oregon
$15K +$1.76K +17 +13%
C
508
Covestor
United Kingdom
$15K +$5.08K +49 +49%
RTC
509
Riverview Trust Company
Washington
$14K +$14.5K +140 New
AIM
510
Anchor Investment Management
South Carolina
$12.4K
BWA
511
BDO Wealth Advisors
Florida
$12K +$7.77K +75 +150%
AA
512
Addison Advisors
Vermont
$12K +$12.9K +125 New
EARNEST Partners
513
EARNEST Partners
Georgia
$11K
TWA
514
TCI Wealth Advisors
Arizona
$11K +$4.87K +47 +80%
TFGT
515
TS Financial Group (TSFG)
Illinois
$10K -$6.94K -67 -40%
BFC
516
Bedel Financial Consulting
Indiana
$10K -$2.8K -27 -22%
BWM
517
BerganKDV Wealth Management
Minnesota
$10K -$414 -4 -4%
BFEC
518
Benjamin F. Edwards & Company
Missouri
$10K
DHGWA
519
Dixon Hughes Goodman Wealth Advisors
North Carolina
$10K
OCM
520
Orion Capital Management
California
$10K
QCG
521
Quadrant Capital Group
Ohio
$10K +$1.24K +12 +13%
HNB
522
Huntington National Bank
Ohio
$10K +$9.22K +89 +989%
KIG
523
Kessler Investment Group
Indiana
$10K +$10.4K +100 New
SWM
524
Selective Wealth Management
Virginia
$10K +$10.4K +100 New
TF
525
TimeScale Financial
Massachusetts
$10K +$10.4K +100 New

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.