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427 hedge funds and large institutions have $4.69B invested in Unity in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 150 increasing their positions, 133 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 133

3% less ownership

Funds ownership: 76.81%73.81% (-3%)

10% less funds holding

Funds holding: 472427 (-45)

16% less call options, than puts

Call options by funds: $362M | Put options by funds: $432M

35% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 105

41% less capital invested

Capital invested by funds: $7.91B → $4.69B (-$3.22B)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
427
Holders Change
-45
Holders Change %
-9.53%
% of All Funds
6.17%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
68
Increased
150
Reduced
133
Closed
105
Calls
$362M
Puts
$432M
Net Calls
-$70.3M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
501
Toth Financial Advisory
Virginia
-$16K -600 Closed
WAM
502
Wolverine Asset Management
Illinois
-$13.7K -514 Closed
UB
503
UMB Bank
Missouri
-$12.9K -485 Closed
AGWCA
504
Annis Gardner Whiting Capital Advisors
Florida
-$11.6K -433 Closed
SSB
505
Sandy Spring Bank
Maryland
-$9.21K -345 Closed
CFB
506
Cullen/Frost Bankers
Texas
-$5.77K -216 Closed
ZB
507
Zions Bancorporation
Utah
-$5.18K -194 Closed
IGWM
508
ICA Group Wealth Management
Colorado
-$4.67K -175 Closed
CFO
509
CVA Family Office
Colorado
-$4.41K -165 Closed
W
510
WealthCollab
Washington
-$3.79K -142 Closed
RA
511
Rise Advisors
New York
-$3.47K -130 Closed
BWL
512
Bogart Wealth LLC
Virginia
-$2.67K -100 Closed
OCM
513
Orion Capital Management
California
-$2.67K -100 Closed
PMFA
514
Plante Moran Financial Advisors
Michigan
-$2.14K -80 Closed
DI
515
DAGCO Inc
Ohio
-$1.33K -50 Closed
KFS
516
Kelly Financial Services
Massachusetts
-$1.33K -50 Closed
VAG
517
VisionPoint Advisory Group
Texas
-$1.23K -46 Closed
SHIM
518
Stone House Investment Management
Pennsylvania
-$961 -36 Closed
VL
519
Vima LLC
Michigan
-$876 -27 Closed
ST
520
Smithfield Trust
Pennsylvania
-$1K -25 Closed
AW
521
Avion Wealth
Texas
-$406 -19 -49%
AWM
522
Abound Wealth Management
Tennessee
-$267 -10 Closed
BCH
523
Berkshire Capital Holdings
California
-$267 -10 Closed
RCM
524
Raleigh Capital Management
North Carolina
-$267 -10 Closed
SIC
525
Salem Investment Counselors
North Carolina
-$267 -10 Closed

U Hedge Fund Activity: Q2 2024 in Review

427 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q2 2024, worth a combined $4.69B — down 41% from $7.91B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of U and 68 opened new positions — a net loss of 37 holders — while 133 trimmed existing stakes and 150 added.

The largest buyer was SC US (TTGP), adding an estimated $78.6M. The largest seller was VOYA Investment Management, cutting an estimated $125M.

  • 427 institutional investors held Unity (U) as of Q2 2024, down from 472 in Q1 2024.
  • Funds reported $4.69B of Unity stock for Q2 2024, down 41% quarter-over-quarter.
  • 68 funds opened new Unity positions in Q2 2024 and 105 closed out, a net change of -37 holders.
  • The largest Unity buyer in Q2 2024 was SC US (TTGP), an estimated $78.6M added.
  • The largest Unity seller in Q2 2024 was VOYA Investment Management, an estimated $125M sold.

Based on aggregated 13F filings for Q2 2024.