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Unity Bancorp
UNTY

68 hedge funds and large institutions have $131M invested in Unity Bancorp in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

5% more funds holding

Funds holding: 65 → 68 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.44% less ownership

Funds ownership: 47.31% → 46.87% (-0.44%)

7% less capital invested

Capital invested by funds: $141M → $131M (-$9.66M)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
21
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.39M
2
II
Inspire Investing
Idaho
+$894K
3
Invesco
Invesco
Georgia
+$500K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$326K
5
RA
Royce & Associates
New York
+$312K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.98M
2
Morgan Stanley
Morgan Stanley
New York
-$1.41M
3
BlackRock
BlackRock
New York
-$543K
4
PRCP
Pacific Ridge Capital Partners
Oregon
-$305K
5
BFC
Banc Funds Company
Illinois
-$303K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$562K -$4.91K -176 -0.9%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$552K +$31.7K +1,135 +6%
Charles Schwab
28
Charles Schwab
California
$503K -$30.1K -1,079 -6%
Bank of America
29
Bank of America
North Carolina
$479K -$107K -3,854 -18%
GCP
30
GSA Capital Partners
United Kingdom
$460K +$149K +5,352 +47%
Millennium Management
31
Millennium Management
New York
$457K -$12.5K -447 -3%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$457K +$198K +7,104 +75%
LSV Asset Management
33
LSV Asset Management
Illinois
$396K – – –
MAM
34
Martingale Asset Management
Massachusetts
$359K – – –
N
35
Nuveen
North Carolina
$352K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$323K +$326K +11,695 New
Renaissance Technologies
37
Renaissance Technologies
New York
$320K -$22.3K -800 -6%
Ameriprise
38
Ameriprise
Minnesota
$318K – – –
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$291K +$9.09K +326 +3%
Barclays
40
Barclays
United Kingdom
$281K -$137K -4,908 -33%
Squarepoint
41
Squarepoint
New York
$243K +$245K +8,790 New
UBS Group
42
UBS Group
Switzerland
$234K -$20.5K -736 -8%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$216K +$218K +7,825 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$172K -$48.4K -1,737 -22%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$137K – – –
HIM
46
Hillsdale Investment Management
Ontario, Canada
$130K +$41.8K +1,500 +47%
MIM
47
MetLife Investment Management
New Jersey
$103K – – –
Wells Fargo
48
Wells Fargo
California
$103K +$37K +1,328 +56%
AIG
49
American International Group
New York
$98K -$864 -31 -0.9%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$93.5K +$42.1K +1,509 +80%
1
2
3

UNTY Hedge Fund Activity: Q1 2024 in Review

68 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q1 2024, worth a combined $131M — down 6.9% from $141M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UNTY positions and 6 closed out — a net gain of 3 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.39M. The largest seller was Wellington Management Group, cutting an estimated $1.98M.

  • 68 institutional investors held Unity Bancorp (UNTY) as of Q1 2024, up from 65 in Q4 2023.
  • Funds reported $131M of Unity Bancorp stock for Q1 2024, down 6.9% quarter-over-quarter.
  • 9 funds opened new Unity Bancorp positions in Q1 2024 and 6 closed out, a net change of +3 holders.
  • The largest Unity Bancorp buyer in Q1 2024 was JP Morgan Chase, an estimated $1.39M added.
  • The largest Unity Bancorp seller in Q1 2024 was Wellington Management Group, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2024.