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Unifirst Corp

235 hedge funds and large institutions have $2.25B invested in Unifirst Corp in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 71 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 97.1%96.95% (-0.15%)

2% less funds holding

Funds holding: 241235 (-6)

13% less capital invested

Capital invested by funds: $2.58B → $2.25B (-$337M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

30% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 102

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $263K

Holders
235
Holders Change
-6
Holders Change %
-2.49%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
71
Reduced
102
Closed
37
Calls
Puts
$263K
Net Calls
-$263K
Net Calls Change
+$266K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
-$244K -1,383 Closed
CT
252
Chicago Trust
Illinois
-$235K -1,334 Closed
API
253
Advisor Partners II
California
-$216K -1,227 Closed
Creative Planning
254
Creative Planning
Kansas
-$207K -1,176 Closed
UAML
255
US Asset Management LLC
Pennsylvania
-$110K -623 Closed
OCM
256
Orion Capital Management
California
-$107K -607 Closed
TCOV
257
Trust Company of Vermont
Vermont
-$66.1K -375 Closed
ASN
258
Advisory Services Network
Georgia
-$64.3K -365 Closed
Cerity Partners
259
Cerity Partners
New York
-$835K -361 Closed
BAM
260
Belpointe Asset Management
Nevada
-$19.2K -109 Closed
MFG
261
Mendota Financial Group
Wisconsin
-$14.7K -80 Closed
CA
262
Crewe Advisors
Utah
-$11.8K -67 Closed
DZ Bank
263
DZ Bank
Germany
-$12.7K -64 Closed
TWA
264
TCI Wealth Advisors
Arizona
-$8.46K -48 Closed
APW
265
Acima Private Wealth
Virginia
-$7.05K -40 Closed
EI
266
Ellevest Inc
New York
-$3.7K -21 Closed
BWL
267
Bogart Wealth LLC
Virginia
-$3.52K -20 Closed
BTI
268
Blue Trust Inc
Georgia
-$4K -19 Closed
SC
269
Schubert & Co
Texas
-$2.64K -15 Closed
AssetMark Inc
270
AssetMark Inc
California
-$1.06K -6 Closed
AF
271
Allworth Financial
California
-$177 -1 Closed
HCP
272
Hexagon Capital Partners
Arkansas
-$176 -1 Closed

UNF Hedge Fund Activity: Q2 2023 in Review

235 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Unifirst Corp (UNF) for Q2 2023, worth a combined $2.25B — down 13% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of UNF and 31 opened new positions — a net loss of 6 holders — while 102 trimmed existing stakes and 71 added.

The largest buyer was River Road Asset Management, adding an estimated $15.2M. The largest seller was Morgan Stanley, cutting an estimated $10.2M.

  • 235 institutional investors held Unifirst Corp (UNF) as of Q2 2023, down from 241 in Q1 2023.
  • Funds reported $2.25B of Unifirst Corp stock for Q2 2023, down 13% quarter-over-quarter.
  • 31 funds opened new Unifirst Corp positions in Q2 2023 and 37 closed out, a net change of -6 holders.
  • The largest Unifirst Corp buyer in Q2 2023 was River Road Asset Management, an estimated $15.2M added.
  • The largest Unifirst Corp seller in Q2 2023 was Morgan Stanley, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2023.