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Unity Bancorp

53 hedge funds and large institutions have $125M invested in Unity Bancorp in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

2% more funds holding

Funds holding: 5253 (+1)

2% more capital invested

Capital invested by funds: $122M → $125M (+$2.61M)

0.07% more ownership

Funds ownership: 50.88%50.95% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
22
Reduced
13
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
$14.9M
RA
3
Royce & Associates
New York
$11.7M +$533K +24,098 +5%
BlackRock
4
BlackRock
New York
$9.42M -$147K -6,652 -2%
KCM
5
Kennedy Capital Management
Missouri
$8.45M +$5.69M +256,959 +219%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.14M -$537K -24,263 -6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$8.12M -$5.62M -253,900 -41%
Vanguard Group
8
Vanguard Group
Pennsylvania
$7.71M -$39.4K -1,783 -0.5%
EC
9
EJF Capital
Virginia
$6.77M -$2.11M -95,535 -24%
AllianceBernstein
10
AllianceBernstein
Tennessee
$4.64M
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.81M
BCM
12
Bridgeway Capital Management
Texas
$3.23M +$893K +40,367 +39%
State Street
13
State Street
Massachusetts
$3M +$174K +7,845 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.51M +$23K +1,038 +0.9%
Northern Trust
15
Northern Trust
Illinois
$2.06M +$21.6K +978 +1%
CCM
16
Cadence Capital Management
Massachusetts
$1.35M +$1.32M +59,623 New
Renaissance Technologies
17
Renaissance Technologies
New York
$1.23M +$230K +10,401 +24%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$996K -$303K -13,700 -24%
Wells Fargo
19
Wells Fargo
California
$818K -$2.61K -118 -0.3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$766K +$16.3K +737 +2%
N
21
Nuveen
North Carolina
$624K
LSV Asset Management
22
LSV Asset Management
Illinois
$529K
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$476K +$45.1K +2,040 +11%
Charles Schwab
24
Charles Schwab
California
$436K
Goldman Sachs
25
Goldman Sachs
New York
$428K -$8.81K -398 -2%

UNTY Hedge Fund Activity: Q4 2019 in Review

53 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q4 2019, worth a combined $125M — up 2.1% from $122M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UNTY positions and 2 closed out — a net gain of 2 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $5.69M. The largest seller was Wellington Management Group, cutting an estimated $5.62M.

  • 53 institutional investors held Unity Bancorp (UNTY) as of Q4 2019, up from 52 in Q3 2019.
  • Funds reported $125M of Unity Bancorp stock for Q4 2019, up 2.1% quarter-over-quarter.
  • 4 funds opened new Unity Bancorp positions in Q4 2019 and 2 closed out, a net change of +2 holders.
  • The largest Unity Bancorp buyer in Q4 2019 was Kennedy Capital Management, an estimated $5.69M added.
  • The largest Unity Bancorp seller in Q4 2019 was Wellington Management Group, an estimated $5.62M sold.

Based on aggregated 13F filings for Q4 2019.