We are live on ! Find out more
UFI icon

UNIFI
UFI

111 hedge funds and large institutions have $154M invested in UNIFI in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

2% more funds holding

Funds holding: 109 → 111 (+2)

0% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 35

10.22% less ownership

Funds ownership: 75.86% → 65.64% (-10%)

14% less capital invested

Capital invested by funds: $180M → $154M (-$25.9M)

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
35
Reduced
35
Closed
14
Calls
$25K
Puts
–
Net Calls
+$25K
Net Calls Change
+$30K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.86M
2
KCM
Kennedy Capital Management
Missouri
+$1.71M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.56M
4
Norges Bank
Norges Bank
Norway
+$931K
5
AQR Capital Management
AQR Capital Management
Connecticut
+$663K

Top Sellers

Rank Fund Capital Flow
1
VH
ValueAct Holdings
California
-$18.3M
2
Franklin Resources
Franklin Resources
California
-$7.98M
3
Goldman Sachs
Goldman Sachs
New York
-$4.06M
4
Millennium Management
Millennium Management
New York
-$1.66M
5
WG
Winton Group
United Kingdom
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$27.5M +$57.2K +4,583 +0.2%
IAM
2
Impala Asset Management
Florida
$21.2M – – –
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$19.1M -$138K -11,088 -0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.8M -$152K -12,152 -1%
RA
5
Royce & Associates
New York
$5.93M +$81.2K +6,500 +1%
State Street
6
State Street
Massachusetts
$5.69M -$303K -24,294 -5%
PA
7
Pinnacle Associates
New York
$4.53M +$63.3K +5,066 +1%
KCM
8
Kennedy Capital Management
Missouri
$4.13M +$1.71M +136,706 +74%
Morgan Stanley
9
Morgan Stanley
New York
$3.13M +$1.86M +148,738 +157%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.67M -$95.1K -7,617 -4%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$2.62M +$1.56M +125,240 +159%
Jacobs Levy Equity Management
12
Jacobs Levy Equity Management
New Jersey
$2.37M -$20.7K -1,661 -0.9%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$2.28M +$129K +10,304 +6%
Northern Trust
14
Northern Trust
Illinois
$2.2M -$106K -8,518 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.96M -$31K -2,481 -2%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$1.87M +$502K +40,200 +38%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$1.84M +$514K +41,200 +40%
AQR Capital Management
18
AQR Capital Management
Connecticut
$1.7M +$663K +53,068 +67%
Ameriprise
19
Ameriprise
Minnesota
$1.64M +$220K +17,612 +16%
Two Sigma Investments
20
Two Sigma Investments
New York
$1.47M +$531K +42,544 +59%
Renaissance Technologies
21
Renaissance Technologies
New York
$1.45M +$363K +29,100 +35%
BCM
22
Bridgeway Capital Management
Texas
$1.4M – – –
Principal Financial Group
23
Principal Financial Group
Iowa
$1.37M -$24.5K -1,963 -2%
BP
24
BBR Partners
New York
$1.31M – – –
Charles Schwab
25
Charles Schwab
California
$1.21M +$12.2K +981 +1%
1
2 3 4 5

UFI Hedge Fund Activity: Q3 2020 in Review

111 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in UNIFI (UFI) for Q3 2020, worth a combined $154M — down 14% from $180M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UFI positions and 14 closed out — a net gain of 2 holders — while 35 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.86M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $18.3M sold.

  • 111 institutional investors held UNIFI (UFI) as of Q3 2020, up from 109 in Q2 2020.
  • Funds reported $154M of UNIFI stock for Q3 2020, down 14% quarter-over-quarter.
  • 16 funds opened new UNIFI positions in Q3 2020 and 14 closed out, a net change of +2 holders.
  • The largest UNIFI buyer in Q3 2020 was Morgan Stanley, an estimated $1.86M added.
  • The largest UNIFI seller in Q3 2020 was ValueAct Holdings, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2020.