Unity
529 hedge funds and large institutions have $11.4B invested in Unity in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 149 increasing their positions, 184 reducing their positions, and 81 closing their positions.
120% more funds holding in top 10
Funds holding in top 10: 10 → 22 (+12)
54% more call options, than puts
Call options by funds: $1.06B | Put options by funds: $689M
46% more capital invested
Capital invested by funds: $7.84B → $11.4B (+$3.6B)
43% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 81
8.56% more ownership
Funds ownership: 65.07% → 73.63% (+8.6%)
6% more funds holding
Funds holding: 499 → 529 (+30)
19% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 184
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$231M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$185M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$152M |
| 4 |
JP Morgan Chase
New York
|
+$132M |
| 5 |
Two Sigma Investments
New York
|
+$83.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$90.2M |
| 2 |
Voloridge Investment Management
Jupiter,
Florida
|
-$74.9M |
| 3 |
RA
Resolute Advisors
San Francisco,
California
|
-$74.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$61.3M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$36.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QPBE
601
Quintet Private Bank (Europe)
Luxembourg
| – | -$942 | -30 | Closed |
|
|
BWM
602
Baystate Wealth Management
Boston,
Massachusetts
| – | -$848 | -27 | Closed |
|
|
CFB
603
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$816 | -26 | Closed |
|
|
RF
604
Robbins Farley
Bedford,
New Hampshire
| – | -$785 | -25 | Closed |
|
|
SIC
605
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$785 | -25 | Closed |
|
|
AWA
606
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$471 | -15 | Closed |
|
|
TFM
607
TFC Financial Management
Boston,
Massachusetts
| – | -$346 | -11 | Closed |
|
|
BWS
608
Buck Wealth Strategies
Denver,
Colorado
| – | -$157 | -5 | Closed |
|
609
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| – | -$31 | -1 | Closed |
|
|
WIA
610
Wetzel Investment Advisors
Indianapolis,
Indiana
| – | +$370 | +12 | New |
|
U Hedge Fund Activity: Q4 2023 in Review
529 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q4 2023, worth a combined $11.4B — up 46% from $7.84B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new U positions and 81 closed out — a net gain of 35 holders — while 149 added to existing stakes and 184 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $231M. The largest seller was ClearBridge Investments, exiting entirely with an estimated $90.2M sold.
- 529 institutional investors held Unity (U) as of Q4 2023, up from 499 in Q3 2023.
- Funds reported $11.4B of Unity stock for Q4 2023, up 46% quarter-over-quarter.
- 116 funds opened new Unity positions in Q4 2023 and 81 closed out, a net change of +35 holders.
- The largest Unity buyer in Q4 2023 was Morgan Stanley, an estimated $231M added.
- The largest Unity seller in Q4 2023 was ClearBridge Investments, an estimated $90.2M sold.
Based on aggregated 13F filings for Q4 2023.