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
FFG
676
Ford Financial Group
California
-$14 -100 Closed
OCM
677
Ovata Capital Management
Hong Kong
-$14K -100 Closed
AWA
678
Amplius Wealth Advisors
Pennsylvania
-$11K -80 Closed
SFG
679
Steward Financial Group
Texas
-$10K -70 Closed
CFD
680
Creative Financial Designs
Indiana
-$7K -50 Closed
LF
681
Lee Financial
Texas
-$7K -49 Closed
AS
682
Altshuler Shaham
Israel
-$7K -48 Closed
SFM
683
Signet Financial Management
New Jersey
-$7K -47 Closed
CWS
684
Confluence Wealth Services
Pennsylvania
-$6K -42 Closed
CA
685
CoreCap Advisors
Michigan
-$5K -38 Closed
TCWM
686
Total Clarity Wealth Management
Illinois
-$4K -30 Closed
First Manhattan
687
First Manhattan
New York
-$4K -29 Closed
RCM
688
Raleigh Capital Management
North Carolina
-$3K -21 Closed
Fidelity International
689
Fidelity International
Bermuda
-$3K -20 Closed
SCA
690
Stonebridge Capital Advisors
Minnesota
-$3K -18 Closed
HIIFS
691
Harel Insurance Investments & Financial Services
Israel
-$2K -15 Closed
LWA
692
Lenox Wealth Advisors
New York
-$2K -14 Closed
CFCI
693
Comprehensive Financial Consultants Institutional
Indiana
-$1K -13 Closed
AW
694
Alaethes Wealth
Nevada
-$2K -11 Closed
OF
695
Outfitter Financial
Maine
-$1K -10 Closed
HNWA
696
Henrickson Nauta Wealth Advisors
Michigan
-$1K -6 Closed
MPWT
697
MassMutual Private Wealth & Trust
Connecticut
-$1K -4 Closed
RG
698
Retirement Group
California
+$104 +1 New
CHA
699
Carmichael Hill & Associates
Maryland
+$414 +4 New
CFO
700
CVA Family Office
Colorado
+$518 +5 New

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.