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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
CG
176
Caprock Group
Idaho
$338K +$267K +2,200 New
FP
177
Financial Perspectives
Minnesota
$335K +$265K +2,182 New
DADC
178
D.A. Davidson & Co
Montana
$326K +$259K +2,127 New
WMA
179
Wealth Management Associates
New Jersey
$318K +$252K +2,073 New
SWP
180
Stratos Wealth Partners
Ohio
$316K +$250K +2,056 New
PWM
181
Perigon Wealth Management
California
$299K +$237K +1,950 New
CIBC World Market
182
CIBC World Market
Ontario, Canada
$296K +$235K +1,931 New
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$295K +$234K +1,921 New
APA
184
American Portfolios Advisors
New York
$295K +$232K +1,906 +14,662%
MLICM
185
Metropolitan Life Insurance Company (MetLife)
New York
$294K +$233K +1,913 New
PAS
186
Park Avenue Securities
New York
$291K +$230K +1,894 New
Truist Financial
187
Truist Financial
North Carolina
$281K +$223K +1,833 New
XS
188
XR Securities
Illinois
$278K +$220K +1,813 New
Qube Research & Technologies (QRT)
189
Qube Research & Technologies (QRT)
United Kingdom
$276K -$559K -4,596 -72%
CAGAS
190
Capital Advisory Group Advisory Services
Minnesota
$260K +$206K +1,696 New
CCM
191
Conway Capital Management
California
$253K +$201K +1,650 New
LSA
192
Leonteq Securities AG
Switzerland
$249K +$197K +1,620 New
GIA
193
Gladstone Institutional Advisory
Florida
$248K +$196K +1,615 New
SWM
194
SeaCrest Wealth Management
New York
$247K +$195K +1,608 New
FFS
195
Founders Financial Securities
Maryland
$247K +$196K +1,611 New
DAS
196
Dynamic Advisor Solutions
Arizona
$240K +$190K +1,562 New
M&T Bank
197
M&T Bank
New York
$238K +$189K +1,551 New
KA
198
Kovack Advisors
Florida
$236K +$187K +1,540 New
URS
199
Utah Retirement Systems
Utah
$230K +$182K +1,500 New
AB
200
Amalgamated Bank
New York
$225K +$178K +1,467 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.