Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unity Bancorp Inc (UNTY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
56%

Smart Money Signals — UNTY

Based on 130 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UNTY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

70 buying56 selling
Last quarter: 70 funds bought or added vs 56 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 (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 17 → 27 → 19 → 13. 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.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 32% medium ■ 28% new
53 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.
📊

Peak discovery — momentum slowing

22 → 17 → 27 → 19 → 13 new funds/Q
New funds entering each quarter: 17 → 27 → 19 → 13. UNTY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 47% veterans vs 33% newcomers

■ 47% veterans ■ 20% 1-2yr ■ 33% new
Entry-cohort mix of 130 holders: 61 (47%) are 2+ year veterans, 26 entered 1–2 years ago, and 43 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
36 of 130 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — UNTY

In 2026 Q1, 70 hedge funds were net buyers of UNTY (13 opened a new position, 57 added to an existing one), while 56 reduced or exited (40 trimmed, 16 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 45% of total institutional value in UNTY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 130.

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

-- --

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

Is It Too Late to Buy Unity Bancorp Inc (UNTY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UNTY has moved relative to its sector benchmark (XLF) 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 · 78d ago
UNTY
+7.2%
XLF
+1220.3%

UNTY outperformed XLF by -1213.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
UNTY
+6.3%
XLF
+4.8%

Since the filing became public, UNTY outperformed XLF by +1.5% .

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.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: UNTY
129 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 129 133 -3.01%
13F Shares 5M 5M -1.18%
Total Value $248M $255M -2.75%
New Positions 12 19 -7
Increased Positions 57 49 +8
Closed Positions 16 13 +3
Reduced Positions 40 45 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: UNTY

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Valuation Measures Data as of: --

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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

129 + investors

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

QUARTER:
Top 25 UNTY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Banc Funds Co LLC 3.62% 375,469 $19.5M
2 Rosenthal | Henry Capital Advisors, Inc. 2.64% 52,000 $2.7M
3 Pacific Ridge Capital Partners, LLC 1.78% 158,849 $8.2M
4 Maltese Capital Management LLC 1.48% 144,832 $7.5M
5 Salzhauer Michael 0.47% 19,424 $1.0M
6 Gator Capital Management, LLC 0.38% 35,471 $1.8M
7 Integrated Quantitative Investments LLC 0.18% 19,234 $997K
8 Bridgeway Capital Management, LLC 0.09% 86,004 $4.5M
9 Kennedy Capital Management LLC 0.09% 79,829 $4.1M
10 Princeton Capital Management LLC 0.09% 6,113 $317K
11 Virtus Advisers, LLC 0.09% 3,539 $183K
12 Royce & Associates LP 0.07% 128,428 $6.7M
13 Legato Capital Management LLC 0.06% 12,614 $654K
14 Inspire Investing, LLC 0.04% 9,945 $515K
15 CenterBook Partners LP 0.03% 11,700 $606K
16 Wesbanco Bank Inc 0.03% 20,900 $1.1M
17 Polymer Capital Management (US) LLC 0.03% 5,173 $268K
18 Hohimer Wealth Management, LLC 0.03% 4,196 $217K
19 Occudo Quantitative Strategies LP 0.02% 7,013 $367K
20 Empowered Funds, LLC 0.02% 49,848 $2.6M
21 XTX Topco Ltd 0.01% 11,081 $574K
22 Hillsdale Investment Management Inc. 0.01% 6,300 $327K
23 Quadrature Capital Ltd 0.01% 10,060 $521K
24 American Century Companies Inc 0.01% 229,986 $11.9M
25 Jacobs Levy Equity Management, Inc 0.01% 28,022 $1.5M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UNTY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UNTY?

Slight buying edge — 56% buying: Last quarter: 70 funds bought or added vs 56 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 — 45% AUM from top-100 funds: 36 of 130 holders are among the 100 largest funds by AUM, controlling 45% 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?

41% of holders stayed for 2+ years: 53 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.

Is it too late to buy Unity Bancorp Inc (UNTY) following the 2026 Q1 hedge fund 13F filings?

As of today, UNTY has moved +6.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +1.5%. Since the quarter end (March 31, 2026), UNTY has gained +7.2% vs +1220.3% for XLF. 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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