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258 hedge funds and large institutions have $26.9B invested in Unity in 2020 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 43

83% more capital invested

Capital invested by funds: $14.7B → $26.9B (+$12.2B)

78% more funds holding

Funds holding: 145258 (+113)

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

0.62% more ownership

Funds ownership: 64.21%64.83% (+0.62%)

48% less call options, than puts

Call options by funds: $225M | Put options by funds: $435M

Holders
258
Holders Change
+113
Holders Change %
+77.93%
% of All Funds
4.57%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.28%
New
157
Increased
38
Reduced
34
Closed
43
Calls
$225M
Puts
$435M
Net Calls
-$210M
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
$559K +$443K +3,645 New
SPIA
152
Steward Partners Investment Advisory
New York
$520K +$412K +3,390 New
OAM
153
Oppenheimer Asset Management
New York
$518K +$410K +3,377 New
SG Americas Securities
154
SG Americas Securities
New York
$516K +$409K +3,365 New
MW
155
Marcum Wealth
Ohio
$495K +$392K +3,225 New
Principal Financial Group
156
Principal Financial Group
Iowa
$495K +$392K +3,226 New
GSEP
157
Golden State Equity Partners
California
$470K +$372K +3,060 New
BFM
158
Boothbay Fund Management
New York
$460K +$365K +3,000 New
ECM
159
ExodusPoint Capital Management
New York
$440K -$323K -2,661 -48%
US Bancorp
160
US Bancorp
Minnesota
$436K +$262K +2,157 +316%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$419K +$331K +2,725 New
SAS
162
Stelac Advisory Services
New York
$411K +$325K +2,675 New
OAM
163
Oberweis Asset Management
Illinois
$409K +$324K +2,664 New
Charles Schwab
164
Charles Schwab
California
$405K +$321K +2,638 New
KAS
165
Kestra Advisory Services
Texas
$403K +$317K +2,606 New
Prudential Financial
166
Prudential Financial
New Jersey
$402K +$318K +2,618 New
UAM
167
UAS Asset Management
New York
$397K +$314K +2,585 New
BWM
168
BT Wealth Management
Georgia
$384K +$304K +2,500 New
Creative Planning
169
Creative Planning
Kansas
$377K +$298K +2,455 New
X
170
Xponance
Pennsylvania
$374K +$296K +2,439 New
CG
171
Cutler Group
California
$369K -$302K -2,488 -51%
BAM
172
Belpointe Asset Management
Nevada
$366K +$290K +2,386 New
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$362K +$287K +2,359 New
AWA
174
Alta Wealth Advisors
Massachusetts
$360K +$285K +2,344 New
SS
175
Sunbelt Securities
Texas
$342K +$271K +2,230 New

U Hedge Fund Activity: Q4 2020 in Review

258 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Unity (U) for Q4 2020, worth a combined $26.9B — up 83% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new U positions and 43 closed out — a net gain of 114 holders — while 38 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $314M. The largest seller was Fidelity International, cutting an estimated $334M.

  • 258 institutional investors held Unity (U) as of Q4 2020, up from 145 in Q3 2020.
  • Funds reported $26.9B of Unity stock for Q4 2020, up 83% quarter-over-quarter.
  • 157 funds opened new Unity positions in Q4 2020 and 43 closed out, a net change of +114 holders.
  • The largest Unity buyer in Q4 2020 was Fidelity Investments, an estimated $314M added.
  • The largest Unity seller in Q4 2020 was Fidelity International, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2020.