Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unifirst Corp Mass (UNF)

333 + Investors. Track Smart Money conviction in UNF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
2Q ▲
Buyers last Q
50%

Smart Money Signals — UNF

Based on 334 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added UNF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
334 hedge funds hold UNF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

174 buying176 selling
Last quarter: 174 funds bought or added vs 176 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new UNF position: 43 → 43 → 70 → 78. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 23% new
194 out of 334 hedge funds have held UNF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +30% but shares only +5% — price-driven

Value
+29%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +30%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

54 → 43 → 43 → 70 → 78 new funds/Q
New funds entering each quarter: 43 → 43 → 70 → 78. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 63% veterans vs 26% newcomers

■ 63% veterans ■ 12% 1-2yr ■ 26% new
Entry-cohort mix of 345 holders: 217 (63%) are 2+ year veterans, 40 entered 1–2 years ago, and 88 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
49 of 331 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UNF

In 2026 Q1, 174 hedge funds were net buyers of UNF (78 opened a new position, 96 added to an existing one), while 176 reduced or exited (120 trimmed, 56 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 34% of total institutional value in UNF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 334.

Hedge Fund Ownership: UNF

How many hedge funds hold UNF — quarterly history vs. share price
Quarterly hedge fund ownership of UNF vs. share price

Market Analysis: UNF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UNF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Unifirst Corp Mass (UNF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UNF has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
UNF
+3.7%
XLI
+11.9%

UNF outperformed XLI by -8.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
UNF
+1.8%
XLI
+5.5%

Since the filing became public, UNF outperformed XLI by -3.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 4 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: UNF
333 + Investors

Track Smart Money conviction in UNF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 333 312 6.73%
13F Shares 15M 15M 4.54%
Total Value $3.63B $2.80B 29.75%
New Positions 77 70 +7
Increased Positions 96 80 +16
Closed Positions 56 56 -
Reduced Positions 117 133 -16
Total Calls 6 5 20.0%
Total Puts 8 2 300.0%
PUT/CALL Ratio 1.33 0.4 Bearish

Statistics: UNF

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Financial Highlights

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Institutional Holders (2026 Q1)

333 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UNF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 UNF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alpine Associates Management INC. 3.22% 217,050 $54.6M
2 CIBRA Capital Ltd 3.21% 26,400 $6.6M
3 Sirios Capital Management L P 3.01% 98,544 $24.8M
4 Westchester Capital Management, LLC 2.95% 258,466 $65.0M
5 Birnam Oak Advisors, LP 2.92% 51,128 $12.9M
6 Slotnik Capital, LLC 2.54% 34,500 $8.7M
7 Engine Capital Management, LP 2.25% 74,040 $18.6M
8 Tweedy, Browne Co LLC 2.03% 101,671 $25.6M
9 Melqart Asset Management (UK) Ltd 1.83% 73,814 $18.6M
10 Pullen Investment Management, LLC 1.77% 14,017 $3.5M
11 Bck Capital Management LP 1.75% 1,600 $403K
12 Topline Capital Management, LLC 1.68% 40,318 $10.1M
13 Absolute Gestao de Investimentos Ltda. 1.66% 57,950 $14.6M
14 Intrepid Capital Management Inc 1.44% 14,885 $3.7M
15 River Road Asset Management, LLC 1.43% 499,861 $125.8M
16 Olympiad Research LP 1.40% 1,829 $460K
17 TIG Advisors, LLC 1.37% 117,852 $29.7M
18 Versor Investments LP 1.26% 2,039 $513K
19 Cannon Global Investment Management, LLC 1.23% 2,500 $629K
20 London Co of Virginia 1.20% 775,264 $195.1M
21 Third Avenue Management LLC 1.16% 28,434 $7.2M
22 Levin Capital Strategies, L.P. 1.07% 55,921 $14.1M
23 Quarry LP 0.96% 21,351 $5.4M
24 Water Island Capital LLC 0.72% 25,743 $6.5M
25 Empyrean Capital Partners, LP 0.66% 81,000 $20.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Unifirst Corp Mass (UNF)

What does the Smart Money Trend signal show for UNF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added UNF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UNF?

Slight buying edge — 50% buying: Last quarter: 174 funds bought or added vs 176 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UNF holders?

Strong quality — 34% AUM from major funds: 49 of 331 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held UNF?

58% of holders stayed for 2+ years: 194 out of 334 hedge funds have held UNF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Unifirst Corp Mass (UNF) following the 2026 Q1 hedge fund 13F filings?

As of today, UNF has moved +1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of -3.7%. Since the quarter end (March 31, 2026), UNF has gained +3.7% vs +11.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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