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Unity Bancorp

43 hedge funds and large institutions have $99.3M invested in Unity Bancorp in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

15% more capital invested

Capital invested by funds: $86M → $99.3M (+$13.2M)

2% more funds holding

Funds holding: 4243 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.02% less ownership

Funds ownership: 47.46%47.45% (-0.02%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
14
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$19.3M
EM
2
Endicott Management
New York
$13.1M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$12.2M +$212K +11,800 +2%
EC
4
EJF Capital
Virginia
$8.76M
BlackRock
5
BlackRock
New York
$7.08M +$122K +6,781 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.99M +$120K +6,696 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$5.77M +$34.5K +1,920 +0.7%
RA
8
Royce & Associates
New York
$4.34M -$120K -6,702 -3%
EMFAT
9
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.34M
AllianceBernstein
10
AllianceBernstein
Tennessee
$3.26M -$871K -48,459 -23%
KCM
11
Kennedy Capital Management
Missouri
$3.2M +$149K +8,299 +5%
Northern Trust
12
Northern Trust
Illinois
$1.76M -$15.3K -850 -0.9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.62M +$12.9K +716 +0.9%
State Street
14
State Street
Massachusetts
$1.48M +$78.2K +4,351 +6%
ACM
15
Ativo Capital Management
Illinois
$1.31M -$70.1K -3,901 -6%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.08M
BCM
17
Bridgeway Capital Management
Texas
$1.04M
Deutsche Bank
18
Deutsche Bank
Germany
$649K +$101K +5,628 +21%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$631K +$48.8K +2,716 +9%
Renaissance Technologies
20
Renaissance Technologies
New York
$572K +$66.3K +3,685 +15%
LSV Asset Management
21
LSV Asset Management
Illinois
$464K -$17.6K -980 -4%
TCIM
22
TIAA CREF Investment Management
New York
$398K
Wells Fargo
23
Wells Fargo
California
$352K +$319K +17,738 New
Charles Schwab
24
Charles Schwab
California
$274K
TA
25
Teachers Advisors
New York
$270K

UNTY Hedge Fund Activity: Q3 2017 in Review

43 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q3 2017, worth a combined $99.3M — up 15% from $86M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new UNTY positions and 2 closed out — a net gain of 1 holder — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, opening a new position worth an estimated $319K. The largest seller was AllianceBernstein, cutting an estimated $871K.

  • 43 institutional investors held Unity Bancorp (UNTY) as of Q3 2017, up from 42 in Q2 2017.
  • Funds reported $99.3M of Unity Bancorp stock for Q3 2017, up 15% quarter-over-quarter.
  • 3 funds opened new Unity Bancorp positions in Q3 2017 and 2 closed out, a net change of +1 holder.
  • The largest Unity Bancorp buyer in Q3 2017 was Wells Fargo, an estimated $319K added.
  • The largest Unity Bancorp seller in Q3 2017 was AllianceBernstein, an estimated $871K sold.

Based on aggregated 13F filings for Q3 2017.