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Unity Bancorp
UNTY

68 hedge funds and large institutions have $131M invested in Unity Bancorp in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

5% more funds holding

Funds holding: 65 → 68 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.44% less ownership

Funds ownership: 47.31% → 46.87% (-0.44%)

7% less capital invested

Capital invested by funds: $141M → $131M (-$9.66M)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
21
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.39M
2
II
Inspire Investing
Idaho
+$894K
3
Invesco
Invesco
Georgia
+$500K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$326K
5
RA
Royce & Associates
New York
+$312K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.98M
2
Morgan Stanley
Morgan Stanley
New York
-$1.41M
3
BlackRock
BlackRock
New York
-$543K
4
PRCP
Pacific Ridge Capital Partners
Oregon
-$305K
5
BFC
Banc Funds Company
Illinois
-$303K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1
Banc Funds Company
Illinois
$27.1M -$303K -10,870 -1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$13.1M +$238K +8,522 +2%
BlackRock
3
BlackRock
New York
$12.1M -$543K -19,464 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.4M +$88.4K +3,170 +0.8%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$9.78M -$1.98M -71,020 -17%
AllianceBernstein
6
AllianceBernstein
Tennessee
$8.91M +$71.2K +2,554 +0.8%
RA
7
Royce & Associates
New York
$6.19M +$312K +11,188 +5%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$5.91M -$305K -10,935 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$4.03M +$125K +4,475 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$4.01M +$151K +5,423 +4%
State Street
11
State Street
Massachusetts
$2.57M +$8.37K +300 +0.3%
BCM
12
Bridgeway Capital Management
Texas
$2.03M +$58.6K +2,100 +3%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$2.02M -$18.3K -657 -0.9%
Northern Trust
14
Northern Trust
Illinois
$1.83M +$46.2K +1,655 +3%
KCM
15
Kennedy Capital Management
Missouri
$1.65M -$25.5K -915 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.55M +$1.39M +50,001 +822%
Morgan Stanley
17
Morgan Stanley
New York
$1.52M -$1.41M -50,634 -48%
RHCA
18
Rosenthal Henry Capital Advisors
Indiana
$1.44M – – –
American Century Companies
19
American Century Companies
Missouri
$1.37M +$8.09K +290 +0.6%
Goldman Sachs
20
Goldman Sachs
New York
$916K -$12.4K -445 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$902K -$47.2K -1,692 -5%
II
22
Inspire Investing
Idaho
$884K +$894K +32,046 New
EF
23
Empowered Funds
Pennsylvania
$815K +$58.6K +2,100 +8%
Invesco
24
Invesco
Georgia
$686K +$500K +17,940 +259%
GCM
25
Gator Capital Management
Florida
$643K – – –
1
2 3

UNTY Hedge Fund Activity: Q1 2024 in Review

68 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Unity Bancorp (UNTY) for Q1 2024, worth a combined $131M — down 6.9% from $141M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UNTY positions and 6 closed out — a net gain of 3 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.39M. The largest seller was Wellington Management Group, cutting an estimated $1.98M.

  • 68 institutional investors held Unity Bancorp (UNTY) as of Q1 2024, up from 65 in Q4 2023.
  • Funds reported $131M of Unity Bancorp stock for Q1 2024, down 6.9% quarter-over-quarter.
  • 9 funds opened new Unity Bancorp positions in Q1 2024 and 6 closed out, a net change of +3 holders.
  • The largest Unity Bancorp buyer in Q1 2024 was JP Morgan Chase, an estimated $1.39M added.
  • The largest Unity Bancorp seller in Q1 2024 was Wellington Management Group, an estimated $1.98M sold.

Based on aggregated 13F filings for Q1 2024.