Unity Bancorp
UNTY
106 hedge funds and large institutions have $218M invested in Unity Bancorp in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 5 closing their positions.
560% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 5
36% more funds holding
Funds holding: 78 → 106 (+28)
35% more capital invested
Capital invested by funds: $162M → $218M (+$56.6M)
33% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 24
2.55% more ownership
Funds ownership: 47.55% → 50.1% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$3.66M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$1.73M |
| 3 |
JP Morgan Chase
New York
|
+$1.71M |
| 4 |
BlackRock
New York
|
+$1.58M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$5.24M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.97M |
| 3 |
RA
Royce & Associates
New York
|
-$1.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.06M |
| 5 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$971K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Osaic Holdings
Scottsdale,
Arizona
| $915 | – | – | – |
|
|
WA
102
Whipplewood Advisors
Littleton,
Colorado
| $480 | +$461 | +11 | New |
|
103
Nisa Investment Advisors
St. Louis,
Missouri
| $349 | – | – | – |
|
|
EWA
104
EverSource Wealth Advisors
Birmingham,
Alabama
| $349 | +$335 | +8 | New |
|
|
TWD
105
True Wealth Design
Akron,
Ohio
| $175 | – | – | – |
|
|
IA
106
IFP Advisors
Tampa,
Florida
| $44 | +$42 | +1 | New |
|
|
SPA
107
Sherbrooke Park Advisers
White Plains,
New York
| – | -$239K | -7,013 | Closed |
|
108
Allspring Global Investments
Charlotte,
North Carolina
| – | -$3.85K | -113 | Closed |
|
|
JIP
109
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$3.41K | -100 | Closed |
|
|
CPA
110
Capital Performance Advisors
Walnut Creek,
California
| – | -$681 | -20 | Closed |
|
|
AAP
111
Arax Advisory Partners
Denver,
Colorado
| – | -$69 | -2 | Closed |
|
UNTY Hedge Fund Activity: Q4 2024 in Review
106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q4 2024, worth a combined $218M — up 35% from $162M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new UNTY positions and 5 closed out — a net gain of 28 holders — while 32 added to existing stakes and 24 trimmed.
The largest buyer was Invesco, adding an estimated $3.66M. The largest seller was Banc Funds Company, cutting an estimated $5.24M.
- 106 institutional investors held Unity Bancorp (UNTY) as of Q4 2024, up from 78 in Q3 2024.
- Funds reported $218M of Unity Bancorp stock for Q4 2024, up 35% quarter-over-quarter.
- 33 funds opened new Unity Bancorp positions in Q4 2024 and 5 closed out, a net change of +28 holders.
- The largest Unity Bancorp buyer in Q4 2024 was Invesco, an estimated $3.66M added.
- The largest Unity Bancorp seller in Q4 2024 was Banc Funds Company, an estimated $5.24M sold.
Based on aggregated 13F filings for Q4 2024.