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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
SIC
551
SJS Investment Consulting
Ohio
$4K
CHC
552
City Holding Co
West Virginia
$3K
CFB
553
Cullen/Frost Bankers
Texas
$3K
PAI
554
Pittenger & Anderson Inc
Nebraska
$3K
CA
555
Clearstead Advisors
Ohio
$3K +$1.04K +10 +56%
CWC
556
Carolinas Wealth Consulting
North Carolina
$3K +$2.8K +27 New
CAC
557
Core Alternative Capital
Georgia
$3K +$3K +29 New
BCMLT
558
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K +$3.21K +31 New
PCG
559
Private Capital Group
Connecticut
$3K +$3.31K +32 New
GWS
560
Glassman Wealth Services
Virginia
$2K -$3.94K -38 -70%
VNA
561
Valley National Advisers
Pennsylvania
$2K
IUHSA
562
Itau Unibanco Holding S.A.
Brazil
$2K +$2.49K +24 New
GRP
563
Global Retirement Partners
California
$2K +$6.21K +60 New
TAM
564
Tucker Asset Management
Colorado
$1.98K +$2.07K +20 New
SWA
565
Sutton Wealth Advisors
Florida
$1.09K +$311 +3 +38%
BCH
566
Berkshire Capital Holdings
California
$1K -$16.3M -157,350 -100%
PFGIA
567
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$16.3K -157 -92%
ADL
568
Asset Dedication LLC
California
$1K
CSB
569
City State Bank
Iowa
$1K
EAM
570
Eukles Asset Management
Ohio
$1K
WPWM
571
Western Pacific Wealth Management
Illinois
$1K +$311 +3 +33%
CAM
572
ClariVest Asset Management
California
$1K +$725 +7 New
CMBA
573
C.M. Bidwell & Associates
Hawaii
$1K +$1.04K +10 New
ACM
574
Altimeter Capital Management
Massachusetts
-$300M -2,098,175 Closed
VNIM
575
Vaughan Nelson Investment Management
Texas
-$72.5M -507,124 Closed

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.