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Unity
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Overview Fund Activity

467 hedge funds and large institutions have $7.9B invested in Unity in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 158 increasing their positions, 150 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
-55
Holders Change %
-10.54%
% of All Funds
6.77%
Holding in Top 10
11
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-50%
% of All Funds
0.16%
New
79
Increased
158
Reduced
150
Closed
130
Calls
$490M
Puts
$557M
Net Calls
-$66.6M
Net Calls Change
-$436M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$210M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$181M
3
UBS Group
UBS Group
Switzerland
$129M
4
NAMA
Nikko Asset Management Americas
New York
$302M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$318M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$105M
2
SXM
SC XII Management
California
$194M
3
Artisan Partners
Artisan Partners
Wisconsin
$0
4
CAM
Contour Asset Management
New York
$25.6M
5
Bank of America
Bank of America
North Carolina
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
526
AQR Capital Management
Connecticut
– -$370K -9,038 Closed
RSC
527
Red Spruce Capital
Pennsylvania
– -$353K -8,622 Closed
AFG
528
AFS Financial Group
Maryland
– -$346K -8,451 Closed
WG
529
Winton Group
United Kingdom
– -$344K -8,403 Closed
ALAM
530
Asahi Life Asset Management
Japan
– -$323K -7,890 Closed
Pathstone Holdings
531
Pathstone Holdings
New Jersey
– -$296K -7,128 Closed
AWM
532
Austin Wealth Management
Texas
– -$230K -6,784 Closed
BFM
533
Boothbay Fund Management
New York
– -$273K -6,677 Closed
IC
534
IEQ Capital
California
– -$269K -6,577 Closed
PWM
535
Prosperity Wealth Management
California
– -$268K -6,550 Closed
OIA
536
OneDigital Investment Advisors
Kansas
– -$268K -6,549 Closed
AIMCA
537
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$266K -6,500 Closed
SC
538
Shay Capital
New York
– -$266K -6,500 Closed
KAS
539
Kestra Advisory Services
Texas
– -$265K -6,482 Closed
SW
540
SVB Wealth
Massachusetts
– -$265K -6,481 Closed
OSAM
541
O'Shaughnessy Asset Management
Connecticut
– -$265K -6,470 Closed
OC
542
Oppenheimer & Co
New York
– -$257K -6,296 Closed
MFAM
543
Motley Fool Asset Management
Virginia
– -$252K -6,159 Closed
BMSSC
544
B. Metzler seel. Sohn & Co
Germany
– -$239K -5,853 Closed
IMCOOI
545
Investment Management Corp of Ontario (IMCO)
Canada
– -$239K -5,846 Closed
KOC
546
Koss-Olinger Consulting
Florida
– -$225K -5,500 Closed
GIM
547
Grassi Investment Management
California
– -$225K -5,500 Closed
BCM
548
BluePath Capital Management
Georgia
– -$202K -5,453 Closed
PCM
549
Parsons Capital Management
Rhode Island
– -$223K -5,445 Closed
DFG
550
Delta Financial Group
New Jersey
– -$222K -5,420 Closed
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