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Unity
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Overview Fund Activity

522 hedge funds and large institutions have $11.4B invested in Unity in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 147 increasing their positions, 182 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
+30
Holders Change %
+6.1%
% of All Funds
7.65%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.32%
New
115
Increased
147
Reduced
182
Closed
80
Calls
$1.06B
Puts
$689M
Net Calls
+$369M
Net Calls Change
+$276M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$414M
2
Capital Research Global Investors
Capital Research Global Investors
California
$294M
3
VOYA Investment Management
VOYA Investment Management
Georgia
$228M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$178M
5
Two Sigma Investments
Two Sigma Investments
New York
$216M

Top Sellers

1
RA
Resolute Advisors
California
$615M
2
ClearBridge Investments
ClearBridge Investments
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$4.93M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
5
Millennium Management
Millennium Management
New York
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
576
Hollencrest Capital Management
California
– -$50.7K -1,615 Closed
CSPIA
577
Cary Street Partners Investment Advisory
Virginia
– -$34.4K -1,097 Closed
SPM
578
Symmetry Peak Management
Pennsylvania
– -$15.7K -500 Closed
RFG
579
RFP Financial Group
Georgia
– -$10.8K -343 Closed
FAM
580
Flaharty Asset Management
Florida
– -$6.28K -200 Closed
IFAM
581
Institutional & Family Asset Management
Colorado
– -$4.74K -151 Closed
HL
582
HeadInvest LLC
Maine
– -$3.51K -115 Closed
EARNEST Partners
583
EARNEST Partners
Georgia
– -$3.45K -110 Closed
GBT
584
Grove Bank & Trust
Florida
– -$3.42K -109 Closed
TFG
585
Team Financial Group
California
– -$3.14K -100 Closed
AAP
586
Arax Advisory Partners
Colorado
– -$3.14K -100 Closed
DAM
587
Delta Asset Management
Tennessee
– -$3.14K -100 Closed
BAAM
588
Baker Avenue Asset Management
California
– -$2.32K -74 Closed
WTA
589
Washington Trust Advisors
Massachusetts
– -$1.98K -63 Closed
WT
590
Washington Trust
Rhode Island
– -$1.88K -60 Closed
RDIA
591
RE Dickinson Investment Advisors
Iowa
– -$2K -58 Closed
CWM
592
CarsonAllaria Wealth Management
Illinois
– -$1.38K -44 Closed
QPBE
593
Quintet Private Bank (Europe)
Luxembourg
– -$942 -30 Closed
BWM
594
Baystate Wealth Management
Massachusetts
– -$848 -27 Closed
CFB
595
Cullen/Frost Bankers
Texas
– -$816 -26 Closed
RF
596
Robbins Farley
New Hampshire
– -$785 -25 Closed
SIC
597
Salem Investment Counselors
North Carolina
– -$785 -25 Closed
AWA
598
Authentikos Wealth Advisory
California
– -$471 -15 Closed
TFM
599
TFC Financial Management
Massachusetts
– -$346 -11 Closed
BWS
600
Buck Wealth Strategies
Colorado
– -$157 -5 Closed
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