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458 hedge funds and large institutions have $7.68B invested in Unum in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 141 increasing their positions, 197 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $8.56M | Put options by funds: $4.01M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

9% more capital invested

Capital invested by funds: $7.03B → $7.68B (+$647M)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.02% less ownership

Funds ownership: 93.07%93.06% (-0.02%)

1% less funds holding

Funds holding: 464458 (-6)

28% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 197

Holders
458
Holders Change
-6
Holders Change %
-1.29%
% of All Funds
12.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
141
Reduced
197
Closed
37
Calls
$8.56M
Puts
$4.01M
Net Calls
+$4.55M
Net Calls Change
-$8.16M
Name Holding Trade Value Shares
Change
Change in
Stake
QCMC
251
Quantum Capital Management (California)
California
$873K -$20.1K -595 -2%
Walleye Trading
252
Walleye Trading
New York
$872K +$491K +14,499 +142%
MOACM
253
Mutual of America Capital Management
New York
$869K -$112K -3,320 -12%
TYCC
254
Texas Yale Capital Corp
Florida
$862K
LPT
255
Legacy Private Trust
Wisconsin
$853K +$233K +6,884 +40%
NMERB
256
New Mexico Educational Retirement Board
New Mexico
$850K -$122K -3,600 -13%
AAMU
257
AEGON Asset Management (UK)
United Kingdom
$842K -$54.1K -1,600 -6%
SCM
258
Stevens Capital Management
Pennsylvania
$827K -$4.46M -131,728 -85%
NMIMC
259
Northwestern Mutual Investment Management Company
Wisconsin
$820K +$478K +14,137 +156%
WBC
260
Westpac Banking Corp
Australia
$818K -$1.13M -33,520 -59%
CIBC World Market
261
CIBC World Market
Ontario, Canada
$815K +$232K +6,849 +42%
SAM
262
Securian Asset Management
Minnesota
$804K -$3.38K -100 -0.4%
Commonwealth Equity Services
263
Commonwealth Equity Services
Massachusetts
$804K +$25.6K +757 +3%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$801K -$69.6K -2,057 -8%
IRF
265
IBM Retirement Fund
New York
$789K -$58.3K -1,723 -7%
KeyBank National Association
266
KeyBank National Association
Ohio
$788K +$339K +10,017 +81%
BOH
267
Bank of Hawaii
Hawaii
$775K +$500K +14,770 +206%
Squarepoint
268
Squarepoint
New York
$756K -$168K -4,970 -19%
IA
269
Icon Advisers
Colorado
$756K
Janus Henderson Group
270
Janus Henderson Group
United Kingdom
$756K
SBSB
271
Sullivan, Bruyette, Speros & Blaney
Virginia
$754K
LAM
272
Lingohr Asset Management
Germany
$742K -$3.38K -100 -0.5%
PNC Financial Services Group
273
PNC Financial Services Group
Pennsylvania
$709K -$17.5K -518 -3%
BRA
274
Blue Rock Advisors
Minnesota
$705K +$675K +19,960 New
LMGAM
275
Liberty Mutual Group Asset Management
Massachusetts
$694K -$47.5K -1,405 -7%

UNM Hedge Fund Activity: Q3 2016 in Review

458 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2016, worth a combined $7.68B — up 9.2% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UNM positions and 37 closed out — a net gain of 1 holder — while 141 added to existing stakes and 197 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $23.2M. The largest seller was American Century Companies, cutting an estimated $39.5M.

  • 458 institutional investors held Unum (UNM) as of Q3 2016, down from 464 in Q2 2016.
  • Funds reported $7.68B of Unum stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 38 funds opened new Unum positions in Q3 2016 and 37 closed out, a net change of +1 holder.
  • The largest Unum buyer in Q3 2016 was AQR Capital Management, an estimated $23.2M added.
  • The largest Unum seller in Q3 2016 was American Century Companies, an estimated $39.5M sold.

Based on aggregated 13F filings for Q3 2016.