Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNITY BANCORP INC (UNTY)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
10Q ▲
Buyers last Q
54%

Smart Money Signals — UNTY

Based on 130 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added UNTY 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
130 hedge funds hold UNTY 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.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

67 buying57 selling
Last quarter: 67 funds bought or added vs 57 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 21 → 17 → 26 → 19. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

42% of holders stayed for 2+ years

42% conviction (2yr+) 32% medium 27% new
54 out of 130 hedge funds have held UNTY 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.
📈

Growing discovery — still being found

29 → 21 → 17 → 26 → 19 new funds/Q
New funds entering each quarter: 21 → 17 → 26 → 19. A growing number of institutions are discovering UNTY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 49% of holders stayed 2+ years

49% veterans 13% 1-2yr 38% new
Of 130 current holders: 64 (49%) 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.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
30 of 130 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in UNTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: UNTY

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

Market Analysis: UNTY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UNTY

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 0 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: UNTY
2026 Q1 Stats Unlock in 18 days 130 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 130 124 4.84%
13F Shares 5M 5M -0.88%
Total Value $255M $244M 4.79%
New Positions 19 26 -7
Increased Positions 48 41 +7
Closed Positions 13 13 -
Reduced Positions 44 34 +10
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UNTY

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

130 + investors

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

Top 22 institutional holders of UNTY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rosenthal | Henry Capital Advisors, Inc. 2.64% 52,000 $2.7M
2 DELPHI MANAGEMENT INC /MA/ 1.39% 22,466 $1K
3 Inspire Investing, LLC 0.04% 9,945 $515K
4 WESBANCO BANK INC 0.03% 20,900 $1.1M
5 HOHIMER WEALTH MANAGEMENT, LLC 0.03% 4,196 $217K
6 AlphaQuest LLC 0.01% 1,860 $96K
7 Sterling Capital Management LLC 0.00% 4,650 $241K
8 THRIVENT FINANCIAL FOR LUTHERANS 0.00% 12,270
9 Police & Firemen's Retirement System of New Jersey 0.00% 2,105 $109K
10 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 11,975 $621K
11 State of Alaska, Department of Revenue 0.00% 1,412
12 HARBOR CAPITAL ADVISORS, INC. 0.00% 171
13 IFP Advisors, Inc 0.00% 282 $15K
14 STRS OHIO 0.00% 1,200 $62K
15 GAMMA Investing LLC 0.00% 85 $4K
16 HSBC HOLDINGS PLC 0.00% 7,113 $367K
17 True Wealth Design, LLC 0.00% 4
18 SBI Securities Co., Ltd. 0.00% 30 $2K
19 Root Financial Partners, LLC 0.00% 9
20 SIGNATUREFD, LLC 0.00% 9
21 NISA INVESTMENT ADVISORS, LLC 0.00% 9
22 Farther Finance Advisors, LLC 0.00% 1
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 — UNITY BANCORP INC (UNTY)

What does the Smart Money Trend signal show for UNTY?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added UNTY 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 UNTY?

Slight buying edge — 54% buying: Last quarter: 67 funds bought or added vs 57 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 UNTY holders?

Elite ownership — 51% AUM from top-100 funds: 30 of 130 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in UNTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UNTY?

42% of holders stayed for 2+ years: 54 out of 130 hedge funds have held UNTY 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.