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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
SLG
1
Silver Lake Group
California
$6.65B
SUT
2
SC US (TTGP)
California
$5.06B
SXM
3
SC XII Management
California
$3.76B
DCP
4
D1 Capital Partners
New York
$1.99B
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$1.28B
SG
6
SCHF (GPE)
Wyoming
$770M
LSCM
7
Light Street Capital Management
California
$739M -$47M -386,528 -7%
ACM
8
Altimeter Capital Management
Massachusetts
$583M
Morgan Stanley
9
Morgan Stanley
New York
$549M +$135M +1,113,783 +45%
TCMNY
10
Thrive Capital Management (New York)
New York
$541M
Fidelity Investments
11
Fidelity Investments
Massachusetts
$506M +$314M +2,579,196 +359%
Artisan Partners
12
Artisan Partners
Wisconsin
$384M +$231M +1,897,754 +313%
AIM
13
ARK Investment Management
Florida
$365M +$181M +1,490,944 +167%
JRP
14
Jasper Ridge Partners
California
$230M
Wells Fargo
15
Wells Fargo
California
$217M -$1.92M -15,792 -1%
Viking Global Investors
16
Viking Global Investors
Connecticut
$216M
BlackRock
17
BlackRock
New York
$215M -$1.89M -15,563 -1%
Norges Bank
18
Norges Bank
Norway
$201M -$16.7M -137,740 -10%
NAMA
19
Nikko Asset Management Americas
New York
$190M +$150M +1,237,531 New
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$188M +$110M +906,833 +283%
GH
21
Grosvenor Holdings
Illinois
$174M
DIG
22
Dragoneer Investment Group
California
$153M
SM
23
SCGE Management
California
$153M
GGHC
24
Gilder Gagnon Howe & Co
New York
$135M -$6.86M -56,436 -6%
Invesco
25
Invesco
Georgia
$127M +$15.3M +125,551 +18%

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.