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Unity Bancorp
UNTY

61 hedge funds and large institutions have $114M invested in Unity Bancorp in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

1.1% more ownership

Funds ownership: 46.76% → 47.86% (+1.1%)

1% more capital invested

Capital invested by funds: $113M → $114M (+$763K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 63 → 61 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
23
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.32M
2
RHCA
Rosenthal Henry Capital Advisors
Indiana
+$1.18M
3
Morgan Stanley
Morgan Stanley
New York
+$611K
4
EF
Empowered Funds
Pennsylvania
+$522K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$434K

Top Sellers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
-$6.51M
2
BCM
BHZ Capital Management
California
-$788K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$463K
4
QC
Quadrature Capital
United Kingdom
-$384K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$314K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1
Banc Funds Company
Illinois
$23.4M – – –
BlackRock
2
BlackRock
New York
$10.5M +$1.32M +58,249 +15%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10.4M +$287K +12,661 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$10M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.58M -$463K -20,385 -5%
AllianceBernstein
6
AllianceBernstein
Tennessee
$7.08M +$100K +4,410 +1%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$5.52M +$269K +11,855 +5%
RA
8
Royce & Associates
New York
$5.03M +$70K +3,083 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.31M -$5.63K -248 -0.2%
KCM
10
Kennedy Capital Management
Missouri
$3.08M +$334K +14,706 +13%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.79M -$92.2K -4,064 -3%
ROC
12
River Oaks Capital
Minnesota
$2.24M -$25.6K -1,127 -1%
State Street
13
State Street
Massachusetts
$2.2M +$112K +4,920 +6%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$1.89M -$314K -13,816 -15%
BCM
15
Bridgeway Capital Management
Texas
$1.58M +$131K +5,758 +9%
Northern Trust
16
Northern Trust
Illinois
$1.46M +$39.5K +1,739 +3%
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$1.23M +$1.18M +52,000 New
American Century Companies
18
American Century Companies
Missouri
$1.16M – – –
FL
19
Fourthstone LLC
Missouri
$1.14M -$6.51M -286,829 -86%
Morgan Stanley
20
Morgan Stanley
New York
$997K +$611K +26,918 +175%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$977K -$7.17K -316 -0.8%
Goldman Sachs
22
Goldman Sachs
New York
$864K +$62.2K +2,741 +8%
GCM
23
Gator Capital Management
Florida
$550K – – –
EST
24
EA Series Trust
Pennsylvania
$542K +$522K +22,992 New
EF
25
Empowered Funds
Pennsylvania
$542K +$522K +22,992 New
1
2 3

UNTY Hedge Fund Activity: Q2 2023 in Review

61 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q2 2023, worth a combined $114M — up 0.68% from $113M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UNTY and 6 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 23 added.

The largest buyer was BlackRock, adding an estimated $1.32M. The largest seller was Fourthstone LLC, cutting an estimated $6.51M.

  • 61 institutional investors held Unity Bancorp (UNTY) as of Q2 2023, down from 63 in Q1 2023.
  • Funds reported $114M of Unity Bancorp stock for Q2 2023, up 0.68% quarter-over-quarter.
  • 6 funds opened new Unity Bancorp positions in Q2 2023 and 8 closed out, a net change of -2 holders.
  • The largest Unity Bancorp buyer in Q2 2023 was BlackRock, an estimated $1.32M added.
  • The largest Unity Bancorp seller in Q2 2023 was Fourthstone LLC, an estimated $6.51M sold.

Based on aggregated 13F filings for Q2 2023.