We are live on ! Find out more

579 hedge funds and large institutions have $22B invested in Unity in 2022 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 240 increasing their positions, 153 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 153

17% more call options, than puts

Call options by funds: $837M | Put options by funds: $716M

7% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 126

1.77% less ownership

Funds ownership: 77.72%75.94% (-1.8%)

3% less funds holding

Funds holding: 594579 (-15)

31% less capital invested

Capital invested by funds: $31.8B → $22B (-$9.72B)

32% less funds holding in top 10

Funds holding in top 10: 3121 (-10)

Holders
579
Holders Change
-15
Holders Change %
-2.53%
% of All Funds
9.13%
Holding in Top 10
21
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-32.26%
% of All Funds
0.33%
New
117
Increased
240
Reduced
153
Closed
126
Calls
$837M
Puts
$716M
Net Calls
+$121M
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
G
626
GenTrust
Florida
-$439K -4,072 Closed
VFA
627
Valeo Financial Advisors
Indiana
-$563K -3,940 Closed
EIP
628
Epoch Investment Partners
New York
-$562K -3,933 Closed
YIH
629
Y-Intercept (HK)
Hong Kong
-$521K -3,643 Closed
MFS
630
Monetta Financial Services
Illinois
-$500K -3,500 Closed
HCM
631
Hilton Capital Management
New York
-$488K -3,410 Closed
MWM
632
Merriman Wealth Management
Washington
-$444K -3,102 Closed
FIM
633
Freedom Investment Management
Connecticut
-$425K -2,970 Closed
RCAG
634
Rehmann Capital Advisory Group
Michigan
-$400K -2,795 Closed
P
635
Pitcairn
Pennsylvania
-$352K -2,465 Closed
GC
636
Gruss & Co
Florida
-$352K -2,460 Closed
CMI
637
Clare Market Investments
Texas
-$315K -2,205 Closed
MA
638
Mutual Advisors
Nebraska
-$302K -2,114 Closed
QT
639
Quantamental Technologies
New York
-$301K -2,102 Closed
ALAM
640
Asahi Life Asset Management
Japan
-$299K -2,090 Closed
CFM
641
Comprehensive Financial Management
California
-$282K -1,969 Closed
DAS
642
Dynamic Advisor Solutions
Arizona
-$279K -1,949 Closed
AII
643
AGF Investments Inc
Ontario, Canada
-$267K -1,870 Closed
RFA
644
RTD Financial Advisors
Pennsylvania
-$264K -1,844 Closed
EAM
645
Evanson Asset Management
California
-$259K -1,814 Closed
BRWM
646
B. Riley Wealth Management
Tennessee
-$254K -1,777 Closed
VWA
647
VERITY Wealth Advisors
United States
-$252K -1,760 Closed
FHA
648
Flagship Harbor Advisors
Massachusetts
-$248K -1,733 Closed
FNT
649
First National Trust
Pennsylvania
-$243K -1,700 Closed
IFWM
650
Institute for Wealth Management
Colorado
-$238K -1,661 Closed

U Hedge Fund Activity: Q1 2022 in Review

579 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q1 2022, worth a combined $22B — down 31% from $31.8B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of U and 117 opened new positions — a net loss of 9 holders — while 153 trimmed existing stakes and 240 added.

The largest buyer was ClearBridge Investments, adding an estimated $439M. The largest seller was Fidelity Investments, cutting an estimated $380M.

  • 579 institutional investors held Unity (U) as of Q1 2022, down from 594 in Q4 2021.
  • Funds reported $22B of Unity stock for Q1 2022, down 31% quarter-over-quarter.
  • 117 funds opened new Unity positions in Q1 2022 and 126 closed out, a net change of -9 holders.
  • The largest Unity buyer in Q1 2022 was ClearBridge Investments, an estimated $439M added.
  • The largest Unity seller in Q1 2022 was Fidelity Investments, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2022.