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Unum
UNM

426 hedge funds and large institutions have $7.47B invested in Unum in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 124 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $10.2M | Put options by funds: $2.48M

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

6% more capital invested

Capital invested by funds: $7.03B → $7.47B (+$442M)

5% more funds holding

Funds holding: 406 → 426 (+20)

3.22% more ownership

Funds ownership: 89.14% → 92.36% (+3.2%)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 178

Holders
426
Holders Change
+20
Holders Change %
+4.93%
% of All Funds
11.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
54
Increased
124
Reduced
178
Closed
29
Calls
$10.2M
Puts
$2.48M
Net Calls
+$7.74M
Net Calls Change
-$3.98M

Top Buyers

1
DSC
Donald Smith & Co
New York
+$231M
2
Boston Partners
Boston Partners
Massachusetts
+$40.8M
3
EVM
Eaton Vance Management
Massachusetts
+$38.4M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$23M
5
O
OppenheimerFunds
New York
+$17.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$105M
2
AGA
Altrinsic Global Advisors
Connecticut
-$35.8M
3
Millennium Management
Millennium Management
New York
-$31.7M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$18M
5
N
Nuveen
North Carolina
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
251
Securian Asset Management
Minnesota
$773K +$7.76K +225 +1%
FIB
252
First Interstate Bank
Montana
$745K – – –
RC
253
RegentAtlantic Capital
New Jersey
$741K -$489K -14,171 -39%
Rafferty Asset Management
254
Rafferty Asset Management
New York
$740K -$58K -1,682 -7%
P
255
Pitcairn
Pennsylvania
$718K -$537K -15,567 -42%
PP
256
Paloma Partners
Connecticut
$718K +$744K +21,586 New
IA
257
Icon Advisers
Colorado
$712K – – –
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$696K -$177K -5,127 -20%
I2I
259
Insight 2811 Inc
Illinois
$692K -$79.3K -2,300 -10%
UCFA
260
United Capital Financial Advisors
Texas
$677K -$77.1K -2,235 -10%
JMPWA
261
JP Morgan Private Wealth Advisors
California
$665K -$147K -4,258 -18%
SI
262
Stephens Inc
Arkansas
$660K -$18K -522 -3%
FQ
263
First Quadrant
California
$659K – – –
Commonwealth Equity Services
264
Commonwealth Equity Services
Massachusetts
$653K +$28.3K +821 +4%
PAM
265
Panagora Asset Management
Massachusetts
$646K – – –
BCAM
266
Boston Common Asset Management
Massachusetts
$640K – – –
LOAMS
267
Lombard Odier Asset Management (Switzerland)
Switzerland
$635K +$657K +19,064 New
Tudor Investment Corp
268
Tudor Investment Corp
Connecticut
$631K -$1.07M -31,110 -62%
AMI
269
Amica Mutual Insurance
Rhode Island
$623K – – –
KRS
270
Kentucky Retirement Systems
Kentucky
$616K +$54K +1,565 +9%
DL
271
Delta Lloyd
Netherlands
$604K – – –
QT
272
Quantbot Technologies
New York
$604K +$627K +18,173 New
MERSOM
273
Municipal Employees' Retirement System of Michigan
Michigan
$598K +$4.14K +120 +0.7%
HDIM
274
Hanson & Doremus Investment Management
Vermont
$587K -$5.17K -150 -0.8%
LSERS
275
Louisiana State Employees Retirement System
Louisiana
$569K -$31K -900 -5%
9 10
11
12 13

UNM Hedge Fund Activity: Q4 2015 in Review

426 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2015, worth a combined $7.47B — up 6.3% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new UNM positions and 29 closed out — a net gain of 25 holders — while 124 added to existing stakes and 178 trimmed.

The largest buyer was Donald Smith & Co, opening a new position worth an estimated $231M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $105M.

  • 426 institutional investors held Unum (UNM) as of Q4 2015, up from 406 in Q3 2015.
  • Funds reported $7.47B of Unum stock for Q4 2015, up 6.3% quarter-over-quarter.
  • 54 funds opened new Unum positions in Q4 2015 and 29 closed out, a net change of +25 holders.
  • The largest Unum buyer in Q4 2015 was Donald Smith & Co, an estimated $231M added.
  • The largest Unum seller in Q4 2015 was Hotchkis & Wiley Capital Management, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2015.