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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
BlackRock
1
BlackRock
New York
$362M -$4.48M -26,643 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M -$4.1M -24,389 -1%
LCOV
3
London Company of Virginia
Virginia
$147M -$3.51M -20,890 -2%
RRAM
4
River Road Asset Management
Kentucky
$137M +$15.2M +90,309 +11%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$111M -$5.27M -31,322 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$97.4M +$1.71M +10,143 +2%
State Street
7
State Street
Massachusetts
$86M +$1M +5,968 +1%
JP Morgan Chase
8
JP Morgan Chase
New York
$84M +$3.38M +20,093 +4%
Macquarie Group
9
Macquarie Group
Australia
$73M -$2.73M -16,239 -3%
Victory Capital Management
10
Victory Capital Management
Texas
$62.6M -$268K -1,594 -0.4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$47.5M +$1.46M +8,689 +3%
CCM
12
Copeland Capital Management
Pennsylvania
$45.9M +$1.87M +11,103 +4%
Northern Trust
13
Northern Trust
Illinois
$45.2M +$156K +925 +0.3%
Morgan Stanley
14
Morgan Stanley
New York
$41.7M -$10.2M -60,731 -18%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$41.5M +$3.23M +19,187 +8%
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$35.6M +$306K +1,816 +0.8%
MGIM
17
M&G Investment Management
United Kingdom
$32.9M -$617K -3,669 -2%
BTW
18
Boston Trust Walden
Massachusetts
$29.7M +$854K +5,079 +3%
Charles Schwab
19
Charles Schwab
California
$29M -$234K -1,389 -0.7%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$24.6M -$2.45M -14,578 -8%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$24.3M -$607K -3,609 -2%
Bank of America
22
Bank of America
North Carolina
$23.7M -$3.05M -18,148 -11%
Norges Bank
23
Norges Bank
Norway
$23.6M +$639K +3,798 +3%
WCM Investment Management
24
WCM Investment Management
California
$20.3M -$14.5K -86 -0.1%
Wells Fargo
25
Wells Fargo
California
$19.3M +$83.1K +494 +0.4%

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.