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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
Koshinski Asset Management
526
Koshinski Asset Management
Illinois
$15.3K -$306 -2 -2%
AAP
527
Arax Advisory Partners
Colorado
$15K
NSIM
528
North Star Investment Management
Illinois
$15K
C
529
Covestor
United Kingdom
$15K +$15.4K +101 New
BWM
530
BerganKDV Wealth Management
Minnesota
$15K +$16K +105 +10,500%
BFEC
531
Benjamin F. Edwards & Company
Missouri
$14K -$45.8K -300 -75%
DHGWA
532
Dixon Hughes Goodman Wealth Advisors
North Carolina
$14K +$15.3K +100 New
LC
533
Lindbrook Capital
California
$14K +$15.3K +100 New
OCM
534
Orion Capital Management
California
$14K +$15.3K +100 New
OCM
535
Ovata Capital Management
Hong Kong
$14K +$15.3K +100 New
AF
536
Allworth Financial
California
$13K
QCG
537
Quadrant Capital Group
Ohio
$13K +$917 +6 +7%
OIA
538
Optimum Investment Advisors
Illinois
$12K
SWA
539
SOA Wealth Advisors
New York
$11K
LWCFA
540
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K +$11.5K +75 New
AWA
541
Amplius Wealth Advisors
Pennsylvania
$11K +$12.2K +80 New
SAM
542
Strategic Asset Management
Minnesota
$10K +$4.89K +32 +82%
SFG
543
Steward Financial Group
Texas
$10K +$10.7K +70 New
MS
544
Mizuho Securities
Japan
$8K +$153 +1 +2%
TWA
545
TCI Wealth Advisors
Arizona
$8K +$2.29K +15 +34%
NL
546
NVWM LLC
Pennsylvania
$8K +$2.6K +17 +41%
GWS
547
Glassman Wealth Services
Virginia
$8K +$6.42K +42 +350%
Northwestern Mutual Wealth Management
548
Northwestern Mutual Wealth Management
Wisconsin
$8K +$8.86K +58 New
ACA
549
Atlas Capital Advisors
Wyoming
$7.15K
BWA
550
BDO Wealth Advisors
Florida
$7K +$3.82K +25 +100%

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.