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Unity Bancorp

51 hedge funds and large institutions have $58.7M invested in Unity Bancorp in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.08% less ownership

Funds ownership: 48.63%47.55% (-1.1%)

6% less funds holding

Funds holding: 5451 (-3)

22% less capital invested

Capital invested by funds: $75.7M → $58.7M (-$17M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
19
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$8.22M -$1.34M -102,000 -13%
EM
2
Endicott Management
New York
$7.65M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$6.07M +$1.09M +83,018 +19%
BlackRock
4
BlackRock
New York
$4.53M -$59.1K -4,509 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.2M +$11.1K +846 +0.2%
KCM
6
Kennedy Capital Management
Missouri
$4.07M +$1.27M +97,139 +38%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.04M -$7.61K -581 -0.2%
EC
8
EJF Capital
Virginia
$3.47M
RA
9
Royce & Associates
New York
$3.12M -$3.08M -234,868 -47%
AllianceBernstein
10
AllianceBernstein
Tennessee
$2.85M +$58.1K +4,435 +2%
State Street
11
State Street
Massachusetts
$1.58M -$5.24K -400 -0.3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.39M -$24.7K -1,886 -2%
BCM
13
Bridgeway Capital Management
Texas
$1.37M +$15.7K +1,200 +1%
Northern Trust
14
Northern Trust
Illinois
$1.07M -$24.4K -1,865 -2%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$458K
Wells Fargo
16
Wells Fargo
California
$457K +$147K +11,196 +39%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$449K +$9.33K +712 +2%
Renaissance Technologies
18
Renaissance Technologies
New York
$439K +$26.2K +2,000 +6%
N
19
Nuveen
North Carolina
$364K +$5.35K +408 +1%
EPCA
20
Elizabeth Park Capital Advisors
Ohio
$284K
ZCM
21
Zebra Capital Management
Connecticut
$240K +$271K +20,696 New
LSV Asset Management
22
LSV Asset Management
Illinois
$238K
Charles Schwab
23
Charles Schwab
California
$205K -$21K -1,605 -8%
BCM
24
BHZ Capital Management
California
$180K +$9.17K +700 +5%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$176K +$14.4K +1,100 +8%

UNTY Hedge Fund Activity: Q3 2020 in Review

51 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q3 2020, worth a combined $58.7M — down 22% from $75.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of UNTY and 3 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 19 added.

The largest buyer was Kennedy Capital Management, adding an estimated $1.27M. The largest seller was Royce & Associates, cutting an estimated $3.08M.

  • 51 institutional investors held Unity Bancorp (UNTY) as of Q3 2020, down from 54 in Q2 2020.
  • Funds reported $58.7M of Unity Bancorp stock for Q3 2020, down 22% quarter-over-quarter.
  • 3 funds opened new Unity Bancorp positions in Q3 2020 and 6 closed out, a net change of -3 holders.
  • The largest Unity Bancorp buyer in Q3 2020 was Kennedy Capital Management, an estimated $1.27M added.
  • The largest Unity Bancorp seller in Q3 2020 was Royce & Associates, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2020.