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Unity Bancorp

50 hedge funds and large institutions have $56.1M invested in Unity Bancorp in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 5350 (-3)

6.93% less ownership

Funds ownership: 50.95%44.01% (-6.9%)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

55% less capital invested

Capital invested by funds: $125M → $56.1M (-$68.9M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7.73M

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
18
Reduced
20
Closed
4
Calls
Puts
$7.73M
Net Calls
-$7.73M
Net Calls Change
-$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$178K +$54.1K +2,900 +24%
BCM
27
BHZ Capital Management
California
$170K +$839 +45 +0.3%
JP Morgan Chase
28
JP Morgan Chase
New York
$160K +$50.2K +2,692 +24%
WCM
29
Wedge Capital Management
North Carolina
$149K
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$143K +$2.61K +140 +1%
GC
31
Globeflex Capital
California
$140K
Bank of America
32
Bank of America
North Carolina
$117K -$90.8K -4,869 -33%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$97K
UBS Group
34
UBS Group
Switzerland
$70K -$106K -5,671 -48%
Morgan Stanley
35
Morgan Stanley
New York
$67K -$203K -10,890 -65%
AIG
36
American International Group
New York
$55K -$5.02K -269 -5%
Osaic Holdings
37
Osaic Holdings
Arizona
$41K +$65.4K +3,509 New
Victory Capital Management
38
Victory Capital Management
Texas
$34K +$53.4K +2,864 New
Barclays
39
Barclays
United Kingdom
$30K -$100K -5,367 -67%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$29.1K +$11.2K +598 +32%
Deutsche Bank
41
Deutsche Bank
Germany
$29K -$12.5K -672 -21%
Citigroup
42
Citigroup
New York
$28K +$14.8K +792 +50%
SO
43
STRS Ohio
Ohio
$25K
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$20K +$23.2K +1,243 +254%
MAM
45
Meeder Asset Management
Ohio
$17K +$1.86K +100 +8%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$15K
Legal & General Group
47
Legal & General Group
United Kingdom
$12K -$5.24K -281 -21%
AIP
48
Ameritas Investment Partners
Nebraska
$8K
Russell Investments Group
49
Russell Investments Group
United Kingdom
$5K
Canada Life
50
Canada Life
Manitoba, Canada
$1K -$19 -1 -1%

UNTY Hedge Fund Activity: Q1 2020 in Review

50 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q1 2020, worth a combined $56.1M — down 55% from $125M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of UNTY and 3 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 18 added.

The largest buyer was Wellington Management Group, adding an estimated $719K. The largest seller was Endicott Management, exiting entirely with an estimated $12.3M sold.

  • 50 institutional investors held Unity Bancorp (UNTY) as of Q1 2020, down from 53 in Q4 2019.
  • Funds reported $56.1M of Unity Bancorp stock for Q1 2020, down 55% quarter-over-quarter.
  • 3 funds opened new Unity Bancorp positions in Q1 2020 and 4 closed out, a net change of -1 holder.
  • The largest Unity Bancorp buyer in Q1 2020 was Wellington Management Group, an estimated $719K added.
  • The largest Unity Bancorp seller in Q1 2020 was Endicott Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2020.