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Unity Bancorp
UNTY

22 hedge funds and large institutions have $38M invested in Unity Bancorp in 2016 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

0% more funds holding

Funds holding: 22 → 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

6% less capital invested

Capital invested by funds: $40.6M → $38M (-$2.59M)

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$488K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$213K
3
ACM
Ativo Capital Management
Illinois
+$152K
4
LSV Asset Management
LSV Asset Management
Illinois
+$89.4K
5
Morgan Stanley
Morgan Stanley
New York
+$21.2K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$7.35K
2
Creative Planning
Creative Planning
Kansas
-$4K
3
Northern Trust
Northern Trust
Illinois
-$1.11K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1
Basswood Capital Management
New York
$7.36M – – –
BFC
2
Banc Funds Company
Illinois
$7.24M +$6.68K +660 +0.1%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$6.87M +$488K +48,216 +8%
EM
4
Endicott Management
New York
$6.83M – – –
AllianceBernstein
5
AllianceBernstein
Tennessee
$2.84M +$12.7K +1,255 +0.5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.68M +$9.72K +960 +0.4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.59M +$213K +21,002 +9%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$565K – – –
ACM
9
Ativo Capital Management
Illinois
$394K +$152K +15,039 +65%
Northern Trust
10
Northern Trust
Illinois
$180K -$1.11K -110 -0.6%
BCM
11
Bridgeway Capital Management
Texas
$171K – – –
LSV Asset Management
12
LSV Asset Management
Illinois
$91K +$89.4K +8,830 New
BFA
13
BlackRock Fund Advisors
California
$53K +$6.97K +688 +16%
CFG
14
Citizens Financial Group
Rhode Island
$33K – – –
UBS Group
15
UBS Group
Switzerland
$26K -$7.35K -726 -22%
Morgan Stanley
16
Morgan Stanley
New York
$23K +$21.2K +2,090 +1,646%
BIM
17
BlackRock Investment Management
Delaware
$10K – – –
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$9K +$3.6K +355 +72%
TRCT
19
Tower Research Capital (TRC)
New York
$5K +$5.24K +517 New
Bank of America
20
Bank of America
North Carolina
$4K – – –
Federated Hermes
21
Federated Hermes
Pennsylvania
$1K +$1.36K +134 New
Creative Planning
22
Creative Planning
Kansas
– -$4K -395 Closed

UNTY Hedge Fund Activity: Q1 2016 in Review

22 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q1 2016, worth a combined $38M — down 6.4% from $40.6M a quarter earlier.

Fund positioning in UNTY was balanced in Q1 2016: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 2 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $488K. The largest seller was UBS Group, cutting an estimated $7.35K.

  • 22 institutional investors held Unity Bancorp (UNTY) as of Q1 2016, unchanged from Q4 2015.
  • Funds reported $38M of Unity Bancorp stock for Q1 2016, down 6.4% quarter-over-quarter.
  • 3 funds opened new Unity Bancorp positions in Q1 2016 and 3 closed out, a net change of 0 holders.
  • The largest Unity Bancorp buyer in Q1 2016 was Wellington Management Group, an estimated $488K added.
  • The largest Unity Bancorp seller in Q1 2016 was UBS Group, an estimated $7.35K sold.

Based on aggregated 13F filings for Q1 2016.