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Unity Bancorp
UNTY

65 hedge funds and large institutions have $141M invested in Unity Bancorp in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

26% more capital invested

Capital invested by funds: $112M → $141M (+$28.7M)

2% more funds holding

Funds holding: 64 → 65 (+1)

0.11% more ownership

Funds ownership: 47.2% → 47.31% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
23
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.64M
2
BlackRock
BlackRock
New York
+$875K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$377K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$360K
5
GCP
GSA Capital Partners
United Kingdom
+$291K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$1.54M
2
FL
Fourthstone LLC
Missouri
-$1.28M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$207K
4
MAM
Martingale Asset Management
Massachusetts
-$186K
5
RA
Royce & Associates
New York
-$82.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$558K -$6.41K -249 -1%
Millennium Management
27
Millennium Management
New York
$503K +$13.8K +536 +3%
Barclays
28
Barclays
United Kingdom
$446K +$224K +8,697 +136%
LSV Asset Management
29
LSV Asset Management
Illinois
$424K – – –
MAM
30
Martingale Asset Management
Massachusetts
$385K -$186K -7,206 -36%
N
31
Nuveen
North Carolina
$377K +$24K +932 +8%
Renaissance Technologies
32
Renaissance Technologies
New York
$367K -$28.3K -1,100 -8%
Ameriprise
33
Ameriprise
Minnesota
$341K -$24.5K -950 -8%
GCP
34
GSA Capital Partners
United Kingdom
$334K +$291K +11,297 New
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$302K -$4.82K -187 -2%
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$280K +$243K +9,448 New
UBS Group
37
UBS Group
Switzerland
$273K +$100K +3,887 +73%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$236K +$20.5K +797 +11%
Invesco
39
Invesco
Georgia
$205K +$178K +6,920 New
CA
40
Cetera Advisors
Colorado
$200K +$174K +6,771 New
JP Morgan Chase
41
JP Morgan Chase
New York
$180K +$25.4K +987 +19%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$147K – – –
SG Americas Securities
43
SG Americas Securities
New York
$117K +$102K +3,966 New
MIM
44
MetLife Investment Management
New Jersey
$111K – – –
AIG
45
American International Group
New York
$106K -$361 -14 -0.4%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$94.7K +$12.9K +500 +19%
Lazard Asset Management
47
Lazard Asset Management
New York
$85K -$22.3K -865 -23%
Deutsche Bank
48
Deutsche Bank
Germany
$75.5K +$65.7K +2,552 New
Wells Fargo
49
Wells Fargo
California
$70.8K -$1.62K -63 -3%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$55.6K +$17.3K +671 +56%
1
2
3

UNTY Hedge Fund Activity: Q4 2023 in Review

65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q4 2023, worth a combined $141M — up 26% from $112M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UNTY positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.64M. The largest seller was Kennedy Capital Management, cutting an estimated $1.54M.

  • 65 institutional investors held Unity Bancorp (UNTY) as of Q4 2023, up from 64 in Q3 2023.
  • Funds reported $141M of Unity Bancorp stock for Q4 2023, up 26% quarter-over-quarter.
  • 6 funds opened new Unity Bancorp positions in Q4 2023 and 4 closed out, a net change of +2 holders.
  • The largest Unity Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $1.64M added.
  • The largest Unity Bancorp seller in Q4 2023 was Kennedy Capital Management, an estimated $1.54M sold.

Based on aggregated 13F filings for Q4 2023.