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488 hedge funds and large institutions have $8.74B invested in Unity in 2022 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 237 increasing their positions, 101 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 101

30% more call options, than puts

Call options by funds: $450M | Put options by funds: $345M

3.94% more ownership

Funds ownership: 75.94%79.89% (+3.9%)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

16% less funds holding

Funds holding: 579488 (-91)

51% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 164

60% less capital invested

Capital invested by funds: $22B → $8.74B (-$13.3B)

Holders
488
Holders Change
-91
Holders Change %
-15.72%
% of All Funds
8.22%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
81
Increased
237
Reduced
101
Closed
164
Calls
$450M
Puts
$345M
Net Calls
+$104M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
601
Atria Wealth Solutions
New York
-$208K -2,100 Closed
AWM
602
Avitas Wealth Management
California
-$205K -2,063 Closed
TIAM2
603
Tru Independence Asset Management 2
Oregon
-$204K -2,060 Closed
NW
604
NewEdge Wealth
Pennsylvania
-$203K -2,050 Closed
Impax Asset Management Group
605
Impax Asset Management Group
United Kingdom
-$203K -2,046 Closed
HW
606
Hancock Whitney
Mississippi
-$201K -2,027 Closed
CP
607
Covenant Partners
Tennessee
-$200K -2,020 Closed
AR
608
Advisory Research
Illinois
-$200K -2,016 Closed
Fifth Third Bancorp
609
Fifth Third Bancorp
Ohio
-$114K -2,001 -100%
BAM
610
Belpointe Asset Management
Nevada
-$194K -1,952 Closed
CIBC Private Wealth Group
611
CIBC Private Wealth Group
Georgia
-$148K -1,490 Closed
HA
612
Herold Advisors
New York
-$99.2K -1,000 Closed
VAM
613
Vienna Asset Management
California
-$77K -780 Closed
BONH
614
Bank of New Hampshire
New Hampshire
-$65K -660 Closed
LAS
615
Lloyd Advisory Services
Georgia
-$62K -628 Closed
Koshinski Asset Management
616
Koshinski Asset Management
Illinois
-$57.5K -580 Closed
FF
617
FourThought Financial
Florida
-$32K -327 Closed
CAGAS
618
Capital Advisory Group Advisory Services
Minnesota
-$28K -286 Closed
T
619
TCWP
Ohio
-$26K -263 Closed
SLWA
620
San Luis Wealth Advisors
California
-$31K -215 Closed
AWM
621
Avior Wealth Management
Nebraska
-$19K -200 Closed
RIM
622
Rockbridge Investment Management
New York
-$18.3K -185 Closed
MSFP
623
Mark Sheptoff Financial Planning
Connecticut
-$15K -150 Closed
BWA
624
BDO Wealth Advisors
Florida
-$12K -125 Closed
BFEC
625
Benjamin F. Edwards & Company
Missouri
-$10K -100 Closed

U Hedge Fund Activity: Q2 2022 in Review

488 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q2 2022, worth a combined $8.74B — down 60% from $22B a quarter earlier.

Sellers outnumbered buyers: 164 funds closed out of U and 81 opened new positions — a net loss of 83 holders — while 101 trimmed existing stakes and 237 added.

The largest buyer was Norges Bank, adding an estimated $210M. The largest seller was SC XII Management, cutting an estimated $206M.

  • 488 institutional investors held Unity (U) as of Q2 2022, down from 579 in Q1 2022.
  • Funds reported $8.74B of Unity stock for Q2 2022, down 60% quarter-over-quarter.
  • 81 funds opened new Unity positions in Q2 2022 and 164 closed out, a net change of -83 holders.
  • The largest Unity buyer in Q2 2022 was Norges Bank, an estimated $210M added.
  • The largest Unity seller in Q2 2022 was SC XII Management, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2022.