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Unity Bancorp
UNTY

65 hedge funds and large institutions have $141M invested in Unity Bancorp in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

26% more capital invested

Capital invested by funds: $112M → $141M (+$28.7M)

2% more funds holding

Funds holding: 64 → 65 (+1)

0.11% more ownership

Funds ownership: 47.2% → 47.31% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
23
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.64M
2
BlackRock
BlackRock
New York
+$875K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$377K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$360K
5
GCP
GSA Capital Partners
United Kingdom
+$291K

Top Sellers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
-$1.54M
2
FL
Fourthstone LLC
Missouri
-$1.28M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$207K
4
MAM
Martingale Asset Management
Massachusetts
-$186K
5
RA
Royce & Associates
New York
-$82.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1
Banc Funds Company
Illinois
$29.3M – – –
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$13.8M +$360K +13,978 +3%
BlackRock
3
BlackRock
New York
$13.5M +$875K +33,974 +8%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$12.6M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.2M +$81.3K +3,155 +0.8%
AllianceBernstein
6
AllianceBernstein
Tennessee
$9.47M +$208K +8,067 +3%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$6.66M -$74.1K -2,877 -1%
RA
8
Royce & Associates
New York
$6.31M -$82.2K -3,190 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.18M +$377K +14,619 +12%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$4.14M -$77 -3 -0%
Morgan Stanley
11
Morgan Stanley
New York
$3.13M +$1.64M +63,741 +152%
State Street
12
State Street
Massachusetts
$2.75M +$3.43K +133 +0.1%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$2.19M – – –
BCM
14
Bridgeway Capital Management
Texas
$2.11M +$61.5K +2,389 +3%
Northern Trust
15
Northern Trust
Illinois
$1.91M +$53.8K +2,088 +3%
KCM
16
Kennedy Capital Management
Missouri
$1.79M -$1.54M -59,749 -50%
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$1.54M – – –
American Century Companies
18
American Century Companies
Missouri
$1.46M – – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.02M -$207K -8,043 -19%
Goldman Sachs
20
Goldman Sachs
New York
$995K – – –
EF
21
Empowered Funds
Pennsylvania
$812K +$61.5K +2,389 +10%
GCM
22
Gator Capital Management
Florida
$690K – – –
Bank of America
23
Bank of America
North Carolina
$627K +$130K +5,056 +31%
PAM
24
Panagora Asset Management
Massachusetts
$608K +$55.4K +2,150 +12%
Charles Schwab
25
Charles Schwab
California
$571K – – –
1
2 3

UNTY Hedge Fund Activity: Q4 2023 in Review

65 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q4 2023, worth a combined $141M — up 26% from $112M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UNTY positions and 4 closed out — a net gain of 2 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.64M. The largest seller was Kennedy Capital Management, cutting an estimated $1.54M.

  • 65 institutional investors held Unity Bancorp (UNTY) as of Q4 2023, up from 64 in Q3 2023.
  • Funds reported $141M of Unity Bancorp stock for Q4 2023, up 26% quarter-over-quarter.
  • 6 funds opened new Unity Bancorp positions in Q4 2023 and 4 closed out, a net change of +2 holders.
  • The largest Unity Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $1.64M added.
  • The largest Unity Bancorp seller in Q4 2023 was Kennedy Capital Management, an estimated $1.54M sold.

Based on aggregated 13F filings for Q4 2023.