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123 hedge funds and large institutions have $320M invested in UNIFI in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

5% more capital invested

Capital invested by funds: $303M → $320M (+$16.5M)

3% more funds holding

Funds holding: 120123 (+3)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

0.13% less ownership

Funds ownership: 74.69%74.56% (-0.13%)

69% less call options, than puts

Call options by funds: $277K | Put options by funds: $895K

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
43
Reduced
42
Closed
12
Calls
$277K
Puts
$895K
Net Calls
-$618K
Net Calls Change
-$618K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$52.3M +$1.14M +50,044 +2%
IAM
2
Impala Asset Management
Florida
$34.5M
ICP
3
Inclusive Capital Partners
California
$32.8M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.4M -$819K -35,896 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$21.1M -$2.34M -102,612 -10%
RA
6
Royce & Associates
New York
$16.1M -$436K -19,100 -3%
State Street
7
State Street
Massachusetts
$10.5M +$299K +13,088 +3%
Invesco
8
Invesco
Georgia
$9.97M +$3.89M +170,381 +65%
PA
9
Pinnacle Associates
New York
$6.58M -$18.2K -797 -0.3%
PI
10
Putnam Investments
Massachusetts
$5.57M -$468K -20,500 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.52M +$120K +5,255 +2%
JP Morgan Chase
12
JP Morgan Chase
New York
$4.79M +$280K +12,270 +6%
HA
13
Heartland Advisors
Wisconsin
$4.4M +$912K +40,000 +27%
Morgan Stanley
14
Morgan Stanley
New York
$4.36M -$1.89M -82,912 -31%
ACM
15
Azarias Capital Management
Pennsylvania
$4.13M +$4.07M +178,534 New
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$3.91M +$421K +18,475 +12%
HIM
17
Hillsdale Investment Management
Ontario, Canada
$3.73M -$1.13M -49,491 -23%
RC
18
Roubaix Capital
Colorado
$3.68M +$1.33M +58,240 +58%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$3.51M +$193K +8,457 +6%
Northern Trust
20
Northern Trust
Illinois
$3.27M -$44K -1,931 -1%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$3.23M -$48.7K -2,136 -2%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$3.16M -$227K -9,965 -7%
RHJA
23
Rice Hall James & Associates
California
$3.04M +$1.63M +71,598 +120%
Los Angeles Capital Management
24
Los Angeles Capital Management
California
$2.97M -$21.3K -932 -0.7%
BCM
25
Bridgeway Capital Management
Texas
$2.53M

UFI Hedge Fund Activity: Q4 2021 in Review

123 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in UNIFI (UFI) for Q4 2021, worth a combined $320M — up 5.5% from $303M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UFI positions and 12 closed out — a net gain of 3 holders — while 43 added to existing stakes and 42 trimmed.

The largest buyer was Invesco, adding an estimated $3.89M. The largest seller was Vanguard Group, cutting an estimated $2.34M.

  • 123 institutional investors held UNIFI (UFI) as of Q4 2021, up from 120 in Q3 2021.
  • Funds reported $320M of UNIFI stock for Q4 2021, up 5.5% quarter-over-quarter.
  • 15 funds opened new UNIFI positions in Q4 2021 and 12 closed out, a net change of +3 holders.
  • The largest UNIFI buyer in Q4 2021 was Invesco, an estimated $3.89M added.
  • The largest UNIFI seller in Q4 2021 was Vanguard Group, an estimated $2.34M sold.

Based on aggregated 13F filings for Q4 2021.