Unity
472 hedge funds and large institutions have $7.91B invested in Unity in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 161 increasing their positions, 151 reducing their positions, and 133 closing their positions.
3.18% more ownership
Funds ownership: 73.63% → 76.81% (+3.2%)
7% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 151
11% less funds holding
Funds holding: 529 → 472 (-57)
12% less call options, than puts
Call options by funds: $490M | Put options by funds: $557M
31% less capital invested
Capital invested by funds: $11.4B → $7.91B (-$3.52B)
40% less first-time investments, than exits
New positions opened: 80 | Existing positions closed: 133
50% less funds holding in top 10
Funds holding in top 10: 22 → 11 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$200M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$180M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$150M |
| 4 |
NAMA
Nikko Asset Management Americas
New York
|
+$87.6M |
| 5 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$87.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$195M |
| 2 |
SXM
SC XII Management
Menlo Park,
California
|
-$114M |
| 3 |
CAM
Contour Asset Management
New York
|
-$98.5M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$90.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$62.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMLT
601
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$188 | -6 | Closed |
|
602
AssetMark Inc
Concord,
California
| – | -$204 | -5 | Closed |
|
|
FSWA
603
Financial Synergies Wealth Advisors
Houston,
Texas
| – | -$29 | -1 | Closed |
|
|
GCS
604
Gordian Capital (Singapore)
Singapore
| – | -$41 | -1 | Closed |
|
|
M
605
MOTCO
San Antonio,
Texas
| – | -$41 | -1 | Closed |
|
U Hedge Fund Activity: Q1 2024 in Review
472 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q1 2024, worth a combined $7.91B — down 31% from $11.4B a quarter earlier.
Sellers outnumbered buyers: 133 funds closed out of U and 80 opened new positions — a net loss of 53 holders — while 151 trimmed existing stakes and 161 added.
The largest buyer was Capital International Investors, adding an estimated $200M. The largest seller was Morgan Stanley, cutting an estimated $195M.
- 472 institutional investors held Unity (U) as of Q1 2024, down from 529 in Q4 2023.
- Funds reported $7.91B of Unity stock for Q1 2024, down 31% quarter-over-quarter.
- 80 funds opened new Unity positions in Q1 2024 and 133 closed out, a net change of -53 holders.
- The largest Unity buyer in Q1 2024 was Capital International Investors, an estimated $200M added.
- The largest Unity seller in Q1 2024 was Morgan Stanley, an estimated $195M sold.
Based on aggregated 13F filings for Q1 2024.