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Unity Bancorp
UNTY

63 hedge funds and large institutions have $113M invested in Unity Bancorp in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.81% less ownership

Funds ownership: 48.57% → 46.76% (-1.8%)

5% less funds holding

Funds holding: 66 → 63 (-3)

12% less capital invested

Capital invested by funds: $129M → $113M (-$15.9M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
26
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.27M
2
BFC
Banc Funds Company
Illinois
+$1.04M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$482K
4
RA
Royce & Associates
New York
+$421K
5
PAM
Panagora Asset Management
Massachusetts
+$342K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$3.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.71M
3
CRC
Curi RMB Capital
Illinois
-$1.1M
4
BCM
Bridgeway Capital Management
Texas
-$987K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$737K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1
Banc Funds Company
Illinois
$22.6M +$1.04M +40,647 +4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$9.78M +$482K +18,807 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.73M +$2.27M +88,329 +26%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$9.71M -$1.71M -66,500 -14%
BlackRock
5
BlackRock
New York
$8.78M -$89.2K -3,476 -0.9%
FL
6
Fourthstone LLC
Missouri
$7.64M -$3.6M -140,473 -30%
AllianceBernstein
7
AllianceBernstein
Tennessee
$6.74M +$127K +4,966 +2%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$5.07M -$42.7K -1,666 -0.7%
RA
9
Royce & Associates
New York
$4.79M +$421K +16,412 +8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$3.2M +$34.1K +1,330 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.79M +$184K +7,182 +6%
KCM
12
Kennedy Capital Management
Missouri
$2.64M – – –
ROC
13
River Oaks Capital
Minnesota
$2.19M +$2.56K +100 +0.1%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$2.14M -$737K -28,727 -23%
State Street
15
State Street
Massachusetts
$2.01M +$162K +6,331 +8%
BCM
16
Bridgeway Capital Management
Texas
$1.39M -$987K -38,478 -39%
Northern Trust
17
Northern Trust
Illinois
$1.37M -$3.62K -141 -0.2%
American Century Companies
18
American Century Companies
Missouri
$1.1M +$113K +4,414 +10%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$952K -$34K -1,326 -3%
BCM
20
BHZ Capital Management
California
$788K -$51K -1,988 -5%
Goldman Sachs
21
Goldman Sachs
New York
$773K +$67.7K +2,639 +8%
Millennium Management
22
Millennium Management
New York
$593K +$172K +6,705 +35%
GCM
23
Gator Capital Management
Florida
$532K – – –
MAM
24
Martingale Asset Management
Massachusetts
$500K +$14K +544 +3%
First Trust Advisors
25
First Trust Advisors
Illinois
$486K -$52.8K -2,059 -9%
1
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UNTY Hedge Fund Activity: Q1 2023 in Review

63 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q1 2023, worth a combined $113M — down 12% from $129M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UNTY and 4 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 26 added.

The largest buyer was Vanguard Group, adding an estimated $2.27M. The largest seller was Fourthstone LLC, cutting an estimated $3.6M.

  • 63 institutional investors held Unity Bancorp (UNTY) as of Q1 2023, down from 66 in Q4 2022.
  • Funds reported $113M of Unity Bancorp stock for Q1 2023, down 12% quarter-over-quarter.
  • 4 funds opened new Unity Bancorp positions in Q1 2023 and 7 closed out, a net change of -3 holders.
  • The largest Unity Bancorp buyer in Q1 2023 was Vanguard Group, an estimated $2.27M added.
  • The largest Unity Bancorp seller in Q1 2023 was Fourthstone LLC, an estimated $3.6M sold.

Based on aggregated 13F filings for Q1 2023.