Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNIFIRST CORP MASS (UNF)

296 + 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
↑ +14
Streak
1Q ▲
Buyers last Q
44%

Smart Money Signals — UNF

Based on 290 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
290 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
+32 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.
🟠

More sellers than buyers — 44% buying

142 buying182 selling
Last quarter: 182 funds reduced or exited vs 142 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+30 vs last Q)

new funds entering per quarter
Funds opening a new UNF position: 50 → 42 → 37 → 67. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 18% medium ■ 20% new
178 out of 290 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 +18% but shares only +2% — price-driven

Value
+17%
Shares
+2%
Last quarter: the total dollar value of institutional holdings rose +18%, but actual share count only changed +2%. 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.
📈

Growing discovery — still being found

43 → 50 → 42 → 37 → 67 new funds/Q
New funds entering each quarter: 50 → 42 → 37 → 67. A growing number of institutions are discovering UNF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 10% 1-2yr ■ 25% new
Of 296 current holders: 192 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
37 of 290 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

44 top-rated funds 4 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: UNF
2026 Q1 Stats Unlock in 13 days 296 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 296 277 6.86%
13F Shares 14M 14M 2.08%
Total Value $2.78B $2.36B 17.76%
New Positions 67 37 +30
Increased Positions 78 97 -19
Closed Positions 53 44 +9
Reduced Positions 132 111 +21
Total Calls 5 1 400.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 0.4 1.0 Bullish

Statistics: UNF

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

296 + investors

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

Top 25 institutional holders of UNF — 2025 Q4 · 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 Tweedy, Browne Co LLC 2.03% 101,671 $25.6M
4 Pullen Investment Management, LLC 1.77% 14,017 $3.5M
5 BCK CAPITAL MANAGEMENT LP 1.75% 1,600 $403K
6 River Road Asset Management, LLC 1.43% 499,861 $125.8M
7 Cannon Global Investment Management, LLC 1.23% 2,500 $629K
8 Copeland Capital Management, LLC 0.48% 85,106 $21.4M
9 DDD Partners, LLC 0.24% 14,002 $3.5M
10 SUMMIT SECURITIES GROUP LLC 0.24% 7,800 $2.0M
11 Curat Global, LLC 0.24% 973 $245K
12 BLUEFIN CAPITAL MANAGEMENT, LLC 0.19% 4,000 $772K
13 Storgate, LLC 0.17% 860 $216K
14 SALEM INVESTMENT COUNSELORS INC 0.10% 10,941 $2.8M
15 Vest Financial, LLC 0.08% 28,013 $7.0M
16 Moran Wealth Management, LLC 0.08% 10,865 $2.7M
17 Covestor Ltd 0.06% 368 —
18 Abel Hall, LLC 0.05% 854 $215K
19 Inspire Investing, LLC 0.04% 2,052 $516K
20 Bayforest Capital Ltd 0.04% 141 $35K
21 IFP Advisors, Inc 0.04% 7,235 $1.8M
22 BURNEY CO/ 0.03% 4,329 $1.1M
23 Louisiana State Employees Retirement System 0.03% 6,400 $2K
24 TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% 24,871 $6.3M
25 State of Alaska, Department of Revenue 0.02% 8,113 $2K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 44% buying: Last quarter: 182 funds reduced or exited vs 142 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UNF holders?

Strong quality — 36% AUM from major funds: 37 of 290 holders rank in the top 100 by AUM, accounting for 36% 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?

61% of holders stayed for 2+ years: 178 out of 290 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.

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.