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Unifirst Corp

186 hedge funds and large institutions have $2.18B invested in Unifirst Corp in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

7% more capital invested

Capital invested by funds: $2.03B → $2.18B (+$151M)

2% more funds holding

Funds holding: 182186 (+4)

2.1% less ownership

Funds ownership: 100.4%98.3% (-2.1%)

11% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 70

96% less call options, than puts

Call options by funds: $9K | Put options by funds: $201K

Holders
186
Holders Change
+4
Holders Change %
+2.2%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
25
Increased
62
Reduced
70
Closed
19
Calls
$9K
Puts
$201K
Net Calls
-$192K
Net Calls Change
-$197K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$188M +$12.7M +93,828 +8%
BFA
2
BlackRock Fund Advisors
California
$174M +$17.6M +129,636 +12%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$152M -$8.82M -65,077 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$118M +$2.96M +21,849 +3%
RA
5
Royce & Associates
New York
$117M -$15.3M -113,220 -12%
PIM
6
Perkins Investment Management
Illinois
$114M +$6.85M +50,570 +7%
TGHSA
7
TPG Group Holdings (SBS) Advisors
Texas
$90.7M +$7.25M +53,499 +9%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$75.2M +$1.37M +10,130 +2%
Victory Capital Management
9
Victory Capital Management
Texas
$69.7M -$2.86M -21,099 -4%
CWAM
10
Columbia Wanger Asset Management
Illinois
$68.5M +$5.43M +40,078 +9%
RRAM
11
River Road Asset Management
Kentucky
$65.3M -$9.49M -70,047 -13%
BIT
12
BlackRock Institutional Trust
California
$56.5M +$2.06M +15,181 +4%
State Street
13
State Street
Massachusetts
$48.9M +$4.48M +33,040 +11%
NSCM
14
New South Capital Management
Tennessee
$44.4M -$478K -3,531 -1%
Northern Trust
15
Northern Trust
Illinois
$43.7M +$900K +6,646 +2%
HAI
16
Hennessy Advisors Inc
California
$41.2M +$38.8M +286,631 New
Macquarie Group
17
Macquarie Group
Australia
$39.2M +$2.31M +17,043 +7%
BTW
18
Boston Trust Walden
Massachusetts
$36M -$9.73M -71,832 -22%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$33.6M -$8.13M -60,000 -20%
FMI
20
Fiduciary Management Inc
Wisconsin
$32.8M -$31.8M -234,656 -51%
Norges Bank
21
Norges Bank
Norway
$31.7M
Ameriprise
22
Ameriprise
Minnesota
$30.4M -$4.67M -34,489 -14%
ACM
23
Atlanta Capital Management
Georgia
$30.2M +$51.9K +383 +0.2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$27.8M +$649K +4,788 +3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$21.5M +$708K +5,226 +4%

UNF Hedge Fund Activity: Q4 2016 in Review

186 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Unifirst Corp (UNF) for Q4 2016, worth a combined $2.18B — up 7.4% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new UNF positions and 19 closed out — a net gain of 6 holders — while 62 added to existing stakes and 70 trimmed.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $38.8M. The largest seller was Fiduciary Management Inc, cutting an estimated $31.8M.

  • 186 institutional investors held Unifirst Corp (UNF) as of Q4 2016, up from 182 in Q3 2016.
  • Funds reported $2.18B of Unifirst Corp stock for Q4 2016, up 7.4% quarter-over-quarter.
  • 25 funds opened new Unifirst Corp positions in Q4 2016 and 19 closed out, a net change of +6 holders.
  • The largest Unifirst Corp buyer in Q4 2016 was Hennessy Advisors Inc, an estimated $38.8M added.
  • The largest Unifirst Corp seller in Q4 2016 was Fiduciary Management Inc, an estimated $31.8M sold.

Based on aggregated 13F filings for Q4 2016.