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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 %
STA
551
Summit Trail Advisors
New York
– -$213K -5,209 Closed
IAA
552
Independent Advisor Alliance
North Carolina
– -$211K -5,162 Closed
AAM
553
Azzad Asset Management
Virginia
– -$209K -5,118 Closed
VFPW
554
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$209K -5,100 Closed
NL
555
NKCFO LLC
Illinois
– -$204K -5,000 Closed
AWM
556
Avitas Wealth Management
California
– -$204K -4,994 Closed
PVH
557
Psagot Value Holdings
Israel
– -$194K -4,550 Closed
O
558
Ossiam
France
– -$172K -4,201 Closed
MRCM
559
M&R Capital Management
New Jersey
– -$160K -3,909 Closed
YDMI
560
Y.D. More Investments
Israel
– -$151K -3,700 Closed
HGERS
561
Householder Group Estate & Retirement Specialist
Arizona
– -$94K -2,322 Closed
HCA
562
Harbor Capital Advisors
Illinois
– -$93.4K -2,285 Closed
CFGS
563
Concourse Financial Group Securities
Alabama
– -$41K -1,003 Closed
AA
564
Ancora Advisors
Ohio
– -$36.8K -900 Closed
IUHSA
565
Itau Unibanco Holding S.A.
Brazil
– -$30.5K -746 Closed
QL
566
Quarry LP
New York
– -$28.3K -692 Closed
HFM
567
Harvest Fund Management
China
– -$27K -666 Closed
Robeco Institutional Asset Management
568
Robeco Institutional Asset Management
Netherlands
– -$16.8K -411 Closed
FBIL
569
First Beijing Investment Ltd
Hong Kong
– -$11.8K -289 Closed
ODG
570
O'Dell Group
Ohio
– -$8.83K -216 Closed
BWM
571
BKM Wealth Management
Wisconsin
– -$7.16K -175 Closed
Loomis, Sayles & Company
572
Loomis, Sayles & Company
Massachusetts
– -$7K -160 Closed
Credit Agricole
573
Credit Agricole
France
– -$6.05K -148 Closed
GWS
574
Glassman Wealth Services
Virginia
– -$5.73K -140 Closed
PTC
575
Private Trust Company
Ohio
– -$5.11K -125 Closed
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