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494 hedge funds and large institutions have $9.84B invested in Unum in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

696% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $1.95M

5% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 41

1% less funds holding

Funds holding: 497494 (-3)

0.63% less ownership

Funds ownership: 93.12%92.49% (-0.63%)

2% less capital invested

Capital invested by funds: $10B → $9.84B (-$166M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 202

Holders
494
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
12.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
43
Increased
162
Reduced
202
Closed
41
Calls
$15.6M
Puts
$1.95M
Net Calls
+$13.6M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
226
Stifel Financial
Missouri
$1.66M +$424K +9,227 +35%
CIP
227
Cornerstone Investment Partners
Georgia
$1.63M -$26.2K -570 -2%
UCFA
228
United Capital Financial Advisors
Texas
$1.63M -$152K -3,313 -9%
WG
229
Winton Group
United Kingdom
$1.62M -$11.8M -255,574 -88%
BCM
230
Bridgeway Capital Management
Texas
$1.61M +$73.6K +1,600 +5%
Rafferty Asset Management
231
Rafferty Asset Management
New York
$1.58M -$428K -9,310 -22%
CIM
232
Cambria Investment Management
California
$1.58M -$206K -4,470 -12%
Nomura Asset Management
233
Nomura Asset Management
Japan
$1.54M +$16.6K +362 +1%
CWM
234
CIBC World Markets
New York
$1.5M +$382K +8,302 +35%
RC
235
RegentAtlantic Capital
New Jersey
$1.49M +$68.3K +1,486 +5%
LAM
236
Lingohr Asset Management
Germany
$1.49M -$4.6K -100 -0.3%
TAF
237
Tredje AP-fonden
Sweden
$1.49M +$149K +3,241 +11%
MSA
238
Mason Street Advisors
Wisconsin
$1.48M -$230 -5 -0%
TCM
239
Twin Capital Management
Pennsylvania
$1.43M -$3.68K -80 -0.3%
FP
240
FDO Partners
Massachusetts
$1.43M +$1.41M +30,594 New
ZIG
241
Zurich Insurance Group
Switzerland
$1.43M +$1.41M +30,612 New
ASN
242
Advisory Services Network
Georgia
$1.38M -$20.7K -449 -1%
GS
243
GAM Systematic
United Kingdom
$1.36M +$347K +7,551 +35%
NONA
244
Ninety One North America
New York
$1.31M +$85K +1,848 +7%
NBC
245
Neuberger Berman Canada
Ontario, Canada
$1.31M -$88K -1,914 -6%
NSEDCP
246
NJ State Employees Deferred Compensation Plan
New Jersey
$1.31M
CIBC World Market
247
CIBC World Market
Ontario, Canada
$1.3M -$277K -6,032 -18%
MOACM
248
Mutual of America Capital Management
New York
$1.3M +$92.1K +2,003 +8%
MF
249
Magnetar Financial
Illinois
$1.29M -$152K -3,301 -11%
SO
250
STRS Ohio
Ohio
$1.27M +$264K +5,730 +27%

UNM Hedge Fund Activity: Q2 2017 in Review

494 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2017, worth a combined $9.84B — down 1.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UNM positions and 41 closed out — a net gain of 2 holders — while 162 added to existing stakes and 202 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $93.7M. The largest seller was AQR Capital Management, cutting an estimated $59.4M.

  • 494 institutional investors held Unum (UNM) as of Q2 2017, down from 497 in Q1 2017.
  • Funds reported $9.84B of Unum stock for Q2 2017, down 1.7% quarter-over-quarter.
  • 43 funds opened new Unum positions in Q2 2017 and 41 closed out, a net change of +2 holders.
  • The largest Unum buyer in Q2 2017 was Janus Henderson Group, an estimated $93.7M added.
  • The largest Unum seller in Q2 2017 was AQR Capital Management, an estimated $59.4M sold.

Based on aggregated 13F filings for Q2 2017.