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Unity Bancorp

31 hedge funds and large institutions have $70.7M invested in Unity Bancorp in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

49% more capital invested

Capital invested by funds: $47.3M → $70.7M (+$23.4M)

48.23% more ownership

Funds ownership: 0%48.23% (+48%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 3231 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
12
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EM
1
Endicott Management
New York
$10.4M +$817K +60,058 +10%
BFC
2
Banc Funds Company
Illinois
$10.3M -$513K -37,750 -5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$9.62M -$649K -47,756 -7%
BCM
4
Basswood Capital Management
New York
$6.95M +$6.02M +442,600 New
EC
5
EJF Capital
Virginia
$6.95M +$6.02M +442,600 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.28M +$211K +15,515 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$4.12M +$52.1K +3,833 +1%
AllianceBernstein
8
AllianceBernstein
Tennessee
$3.76M -$110K -8,074 -3%
RA
9
Royce & Associates
New York
$3.58M +$386K +28,408 +14%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.65M +$1.36M +100,000 +145%
KCM
11
Kennedy Capital Management
Missouri
$2.35M +$2.04M +150,000 New
ACM
12
Ativo Capital Management
Illinois
$1.22M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.09M +$947K +69,608 New
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$858K -$14 -1 -0%
BCM
15
Bridgeway Capital Management
Texas
$824K
Renaissance Technologies
16
Renaissance Technologies
New York
$402K +$113K +8,300 +48%
LSV Asset Management
17
LSV Asset Management
Illinois
$328K +$14 +1 +0%
Deutsche Bank
18
Deutsche Bank
Germany
$324K +$46.2K +3,401 +20%
Northern Trust
19
Northern Trust
Illinois
$318K +$36.8K +2,709 +15%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$133K -$8.14K -599 -7%
BFA
21
BlackRock Fund Advisors
California
$95K +$7.96K +585 +11%
JP Morgan Chase
22
JP Morgan Chase
New York
$82K +$70.7K +5,200 New
BIT
23
BlackRock Institutional Trust
California
$36K
UBS Group
24
UBS Group
Switzerland
$30K
SCM
25
Segantii Capital Management
Hong Kong
$24K +$21.8K +1,600 New

UNTY Hedge Fund Activity: Q4 2016 in Review

31 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q4 2016, worth a combined $70.7M — up 49% from $47.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UNTY and 7 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 12 added.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $6.02M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $2.14M sold.

  • 31 institutional investors held Unity Bancorp (UNTY) as of Q4 2016, down from 32 in Q3 2016.
  • Funds reported $70.7M of Unity Bancorp stock for Q4 2016, up 49% quarter-over-quarter.
  • 7 funds opened new Unity Bancorp positions in Q4 2016 and 8 closed out, a net change of -1 holder.
  • The largest Unity Bancorp buyer in Q4 2016 was Basswood Capital Management, an estimated $6.02M added.
  • The largest Unity Bancorp seller in Q4 2016 was Curi RMB Capital, an estimated $2.14M sold.

Based on aggregated 13F filings for Q4 2016.