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Unifirst Corp

189 hedge funds and large institutions have $1.55B invested in Unifirst Corp in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 67 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% more funds holding

Funds holding: 178189 (+11)

0.42% more ownership

Funds ownership: 97.11%97.52% (+0.42%)

0% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 67

2% less capital invested

Capital invested by funds: $1.58B → $1.55B (-$29.5M)

Holders
189
Holders Change
+11
Holders Change %
+6.18%
% of All Funds
4.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
22
Increased
67
Reduced
67
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$221M -$5.3M -49,600 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$116M +$2.42M +22,637 +2%
BFA
3
BlackRock Fund Advisors
California
$97.8M +$6.06M +56,732 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$77.5M +$3.67M +34,328 +5%
PIM
5
Perkins Investment Management
Illinois
$58.4M +$18.6M +174,464 +45%
RRAM
6
River Road Asset Management
Kentucky
$57.3M -$2.21M -20,696 -4%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$48.9M -$4.21M -39,361 -8%
Victory Capital Management
8
Victory Capital Management
Texas
$47.6M +$5.29M +49,465 +12%
FMI
9
Fiduciary Management Inc
Wisconsin
$46.4M -$1.12M -10,512 -2%
BIT
10
BlackRock Institutional Trust
California
$38.5M +$584K +5,466 +2%
Ameriprise
11
Ameriprise
Minnesota
$36.5M +$2.19M +20,492 +6%
Macquarie Group
12
Macquarie Group
Australia
$35.6M +$1.86M +17,376 +5%
NSCM
13
New South Capital Management
Tennessee
$35.2M -$2.08M -19,504 -5%
BTW
14
Boston Trust Walden
Massachusetts
$34.7M -$11.5M -108,086 -25%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$30.7M +$641 +6 +0%
State Street
16
State Street
Massachusetts
$29.6M +$152K +1,419 +0.5%
GC
17
GW Capital
Washington
$29.2M -$3.34M -31,248 -10%
Northern Trust
18
Northern Trust
Illinois
$29.2M -$87.6K -820 -0.3%
ACM
19
Atlanta Capital Management
Georgia
$21.8M +$5.88K +55 +0%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$21.1M +$568K +5,316 +3%
TBC
21
Tweedy, Browne Co
Connecticut
$19.7M -$159K -1,492 -0.8%
WCA
22
Waratah Capital Advisors
Ontario, Canada
$18.4M -$4.45M -41,676 -19%
Norges Bank
23
Norges Bank
Norway
$17.9M
ESCM
24
Echo Street Capital Management
New York
$17M +$7.51M +70,257 +75%
BC
25
Burney Company
Virginia
$15.9M +$73.2K +685 +0.5%

UNF Hedge Fund Activity: Q4 2015 in Review

189 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Unifirst Corp (UNF) for Q4 2015, worth a combined $1.55B — down 1.9% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UNF positions and 10 closed out — a net gain of 12 holders — while 67 added to existing stakes and 67 trimmed.

The largest buyer was Perkins Investment Management, adding an estimated $18.6M. The largest seller was Boston Trust Walden, cutting an estimated $11.5M.

  • 189 institutional investors held Unifirst Corp (UNF) as of Q4 2015, up from 178 in Q3 2015.
  • Funds reported $1.55B of Unifirst Corp stock for Q4 2015, down 1.9% quarter-over-quarter.
  • 22 funds opened new Unifirst Corp positions in Q4 2015 and 10 closed out, a net change of +12 holders.
  • The largest Unifirst Corp buyer in Q4 2015 was Perkins Investment Management, an estimated $18.6M added.
  • The largest Unifirst Corp seller in Q4 2015 was Boston Trust Walden, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2015.