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Unifirst Corp

175 hedge funds and large institutions have $2.18B invested in Unifirst Corp in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 67 increasing their positions, 63 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $777K

1.34% more ownership

Funds ownership: 98.3%99.64% (+1.3%)

6% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 63

0% less capital invested

Capital invested by funds: $2.18B → $2.18B (-$2.17M)

6% less funds holding

Funds holding: 186175 (-11)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
175
Holders Change
-11
Holders Change %
-5.91%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
67
Reduced
63
Closed
19
Calls
$1.57M
Puts
$777K
Net Calls
+$791K
Net Calls Change
+$983K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$262M +$244M +1,849,471 +52,993%
Vanguard Group
2
Vanguard Group
Pennsylvania
$196M +$11M +83,165 +6%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$141M -$8.35M -63,204 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$122M +$5.53M +41,850 +5%
PIM
5
Perkins Investment Management
Illinois
$117M +$4.57M +34,576 +4%
RA
6
Royce & Associates
New York
$111M -$3.74M -28,262 -3%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$98.1M +$22.5M +169,919 +32%
TGHSA
8
TPG Group Holdings (SBS) Advisors
Texas
$96M +$6.2M +46,874 +7%
Victory Capital Management
9
Victory Capital Management
Texas
$74.8M +$5.73M +43,313 +9%
CWAM
10
Columbia Wanger Asset Management
Illinois
$65.8M -$1.5M -11,323 -2%
RRAM
11
River Road Asset Management
Kentucky
$64.2M -$84.6K -640 -0.1%
State Street
12
State Street
Massachusetts
$51.1M +$2.7M +20,461 +6%
TCM
13
TimesSquare Capital Management
New York
$46.6M +$43.5M +329,360 New
Northern Trust
14
Northern Trust
Illinois
$43.1M +$122K +925 +0.3%
NSCM
15
New South Capital Management
Tennessee
$43.1M -$580K -4,388 -1%
Macquarie Group
16
Macquarie Group
Australia
$40M +$1.3M +9,811 +4%
HAI
17
Hennessy Advisors Inc
California
$36.3M -$3.99M -30,200 -11%
ACM
18
Atlanta Capital Management
Georgia
$32.5M +$2.55M +19,317 +9%
BTW
19
Boston Trust Walden
Massachusetts
$32.4M -$2.89M -21,853 -9%
Norges Bank
20
Norges Bank
Norway
$31.1M -$66.2K -501 -0.2%
Ameriprise
21
Ameriprise
Minnesota
$30.6M +$553K +4,181 +2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$28.7M +$1.22M +9,215 +5%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$22.6M +$4.21M +31,831 +25%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$19.8M -$1.21M -9,138 -6%
GC
25
Guggenheim Capital
Illinois
$19M +$2.24M +16,936 +14%

UNF Hedge Fund Activity: Q1 2017 in Review

175 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Unifirst Corp (UNF) for Q1 2017, worth a combined $2.18B — down 0.1% from $2.18B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UNF and 14 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 67 added.

The largest buyer was BlackRock, adding an estimated $244M. The largest seller was Fidelity Investments, exiting entirely with an estimated $33.6M sold.

  • 175 institutional investors held Unifirst Corp (UNF) as of Q1 2017, down from 186 in Q4 2016.
  • Funds reported $2.18B of Unifirst Corp stock for Q1 2017, down 0.1% quarter-over-quarter.
  • 14 funds opened new Unifirst Corp positions in Q1 2017 and 19 closed out, a net change of -5 holders.
  • The largest Unifirst Corp buyer in Q1 2017 was BlackRock, an estimated $244M added.
  • The largest Unifirst Corp seller in Q1 2017 was Fidelity Investments, an estimated $33.6M sold.

Based on aggregated 13F filings for Q1 2017.