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Unity Bancorp

64 hedge funds and large institutions have $112M invested in Unity Bancorp in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

5% more funds holding

Funds holding: 6164 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 47.86%47.2% (-0.66%)

1% less capital invested

Capital invested by funds: $114M → $112M (-$1.55M)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
20
Reduced
21
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$23.2M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$10.6M +$239K +9,683 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$9.97M
BlackRock
4
BlackRock
New York
$9.93M -$476K -19,261 -4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.55M +$37.4K +1,514 +0.4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$7.31M +$298K +12,065 +4%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$5.34M -$155K -6,260 -3%
RA
8
Royce & Associates
New York
$5.07M +$77.2K +3,123 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$3.28M -$3.14K -127 -0.1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.97M +$209K +8,442 +7%
KCM
11
Kennedy Capital Management
Missouri
$2.82M -$254K -10,277 -8%
ROC
12
River Oaks Capital
Minnesota
$2.23M
State Street
13
State Street
Massachusetts
$2.17M -$14.2K -576 -0.6%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$1.73M -$154K -6,219 -8%
BCM
15
Bridgeway Capital Management
Texas
$1.61M +$50.8K +2,054 +3%
Northern Trust
16
Northern Trust
Illinois
$1.46M +$10.5K +424 +0.7%
FL
17
Fourthstone LLC
Missouri
$1.28M +$162K +6,570 +14%
RHCA
18
Rosenthal Henry Capital Advisors
Indiana
$1.22M
American Century Companies
19
American Century Companies
Missouri
$1.16M +$3.24K +131 +0.3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$994K +$25.3K +1,023 +2%
Morgan Stanley
21
Morgan Stanley
New York
$982K -$8.95K -362 -0.9%
Goldman Sachs
22
Goldman Sachs
New York
$788K -$73.4K -2,969 -8%
EF
23
Empowered Funds
Pennsylvania
$587K +$50.8K +2,054 +9%
GCM
24
Gator Capital Management
Florida
$546K
MAM
25
Martingale Asset Management
Massachusetts
$474K -$34.6K -1,400 -6%

UNTY Hedge Fund Activity: Q3 2023 in Review

64 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q3 2023, worth a combined $112M — down 1.4% from $114M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new UNTY positions and 1 closed out — a net gain of 4 holders — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $308K. The largest seller was BlackRock, cutting an estimated $476K.

  • 64 institutional investors held Unity Bancorp (UNTY) as of Q3 2023, up from 61 in Q2 2023.
  • Funds reported $112M of Unity Bancorp stock for Q3 2023, down 1.4% quarter-over-quarter.
  • 5 funds opened new Unity Bancorp positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest Unity Bancorp buyer in Q3 2023 was Ameriprise, an estimated $308K added.
  • The largest Unity Bancorp seller in Q3 2023 was BlackRock, an estimated $476K sold.

Based on aggregated 13F filings for Q3 2023.