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549 hedge funds and large institutions have $9.79B invested in Unum in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 207 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.32% more ownership

Funds ownership: 91.68%93.01% (+1.3%)

3% less funds holding

Funds holding: 565549 (-16)

11% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 207

13% less capital invested

Capital invested by funds: $11.3B → $9.79B (-$1.48B)

14% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 69

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

51% less call options, than puts

Call options by funds: $8.61M | Put options by funds: $17.7M

Holders
549
Holders Change
-16
Holders Change %
-2.83%
% of All Funds
12.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
59
Increased
184
Reduced
207
Closed
69
Calls
$8.61M
Puts
$17.7M
Net Calls
-$9.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
251
STRS Ohio
Ohio
$1.5M +$337K +6,442 +26%
TAF
252
Tredje AP-fonden
Sweden
$1.5M -$179K -3,430 -10%
UCFA
253
United Capital Financial Advisors
Texas
$1.5M +$21.2K +406 +1%
KBC Group
254
KBC Group
Belgium
$1.48M -$6.56M -125,476 -80%
MSA
255
Mason Street Advisors
Wisconsin
$1.47M -$22.7K -435 -1%
CGH
256
Crossmark Global Holdings
Texas
$1.45M -$43.6K -835 -3%
Mitsubishi UFJ Asset Management
257
Mitsubishi UFJ Asset Management
Japan
$1.44M -$357K -6,829 -18%
TCM
258
Twin Capital Management
Pennsylvania
$1.44M
Natixis Advisors
259
Natixis Advisors
Massachusetts
$1.43M +$12.1K +231 +0.8%
PAM
260
Paradigm Asset Management
New York
$1.42M -$94K -1,800 -6%
Capital Fund Management (CFM)
261
Capital Fund Management (CFM)
France
$1.4M -$4.21M -80,550 -73%
O
262
OppenheimerFunds
New York
$1.38M -$394K -7,532 -21%
CWM
263
CIBC World Markets
New York
$1.37M -$872K -16,682 -37%
MOACM
264
Mutual of America Capital Management
New York
$1.35M +$102K +1,959 +7%
DZ Bank
265
DZ Bank
Germany
$1.34M +$1.17M +22,328 +385%
Bank of Nova Scotia
266
Bank of Nova Scotia
Ontario, Canada
$1.34M -$375K -7,185 -20%
ASN
267
Advisory Services Network
Georgia
$1.34M +$54.8K +1,048 +4%
NSEDCP
268
NJ State Employees Deferred Compensation Plan
New Jersey
$1.33M
AB
269
Amalgamated Bank
New York
$1.32M -$38.2K -731 -3%
BWA
270
BDO Wealth Advisors
Florida
$1.24M +$64.4K +1,232 +5%
DnB Asset Management
271
DnB Asset Management
Norway
$1.2M +$73.1K +1,400 +6%
NO
272
Ninety One
South Africa
$1.17M
PI
273
PineBridge Investments
New York
$1.16M +$1.13M +21,534 +735%
TYCC
274
Texas Yale Capital Corp
Florida
$1.16M
MERSOM
275
Municipal Employees' Retirement System of Michigan
Michigan
$1.16M

UNM Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2018, worth a combined $9.79B — down 13% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of UNM and 59 opened new positions — a net loss of 10 holders — while 207 trimmed existing stakes and 184 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $74.2M. The largest seller was Boston Partners, cutting an estimated $97M.

  • 549 institutional investors held Unum (UNM) as of Q1 2018, down from 565 in Q4 2017.
  • Funds reported $9.79B of Unum stock for Q1 2018, down 13% quarter-over-quarter.
  • 59 funds opened new Unum positions in Q1 2018 and 69 closed out, a net change of -10 holders.
  • The largest Unum buyer in Q1 2018 was Schroder Investment Management Group, an estimated $74.2M added.
  • The largest Unum seller in Q1 2018 was Boston Partners, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2018.