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Unum
UNM

493 hedge funds and large institutions have $5.73B invested in Unum in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 167 increasing their positions, 182 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $12.6M

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 182

1.11% less ownership

Funds ownership: 91.96% → 90.85% (-1.1%)

4% less funds holding

Funds holding: 513 → 493 (-20)

20% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 87

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

27% less capital invested

Capital invested by funds: $7.85B → $5.73B (-$2.12B)

Holders
493
Holders Change
-20
Holders Change %
-3.9%
% of All Funds
10.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
70
Increased
167
Reduced
182
Closed
87
Calls
$16.6M
Puts
$12.6M
Net Calls
+$4.03M
Net Calls Change
+$34.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$123M
2
Prudential Financial
Prudential Financial
New Jersey
+$62.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$41.2M
4
Man Group
Man Group
United Kingdom
+$39M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$31.3M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$75.8M
2
Deutsche Bank
Deutsche Bank
Germany
-$63M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$40.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$33.2M
5
Victory Capital Management
Victory Capital Management
Texas
-$33M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIMCH
251
Hartford Investment Management Co (HIMCO)
Connecticut
$774K +$30.5K +871 +3%
TYCC
252
Texas Yale Capital Corp
Florida
$763K – – –
AB
253
Amalgamated Bank
New York
$751K -$27.6K -788 -3%
BCM
254
Bayesian Capital Management
New York
$749K +$892K +25,487 New
ACP
255
Aviance Capital Partners
Florida
$734K +$875K +24,988 New
DnB Asset Management
256
DnB Asset Management
Norway
$722K +$3.57K +102 +0.4%
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$721K +$165K +4,710 +24%
Neuberger Berman Group
258
Neuberger Berman Group
New York
$710K -$194K -5,542 -19%
SQA
259
Simon Quick Advisors
New Jersey
$705K – – –
TRSOTSOK
260
Teachers Retirement System of the State of Kentucky
Kentucky
$700K – – –
SM
261
Sciencast Management
New Jersey
$697K +$467K +13,341 +189%
BWA
262
BDO Wealth Advisors
Florida
$686K +$30.8K +879 +4%
National Pension Service
263
National Pension Service
South Korea
$671K +$458K +13,096 +224%
FHB
264
First Hawaiian Bank
Hawaii
$665K +$777K +22,215 +5,239%
PAMG
265
Patton Albertson Miller Group
Tennessee
$664K -$515K -14,718 -44%
SAM
266
Securian Asset Management
Minnesota
$645K +$1.36K +39 +0.2%
OI
267
Oakbrook Investments
Illinois
$644K -$34.3K -980 -4%
SBSB
268
Sullivan, Bruyette, Speros & Blaney
Virginia
$636K – – –
LIA
269
LS Investment Advisors
Michigan
$628K +$223K +6,362 +42%
TC
270
TownSquare Capital
Utah
$620K +$626K +17,877 New
CG
271
Cutler Group
California
$616K -$673K -19,221 -48%
QCMC
272
Quantum Capital Management (California)
California
$595K +$175K +5,008 +33%
VRS
273
Virginia Retirement Systems
Virginia
$593K -$948K -27,100 -57%
LMAM
274
Legg Mason Asset Management
Japan
$591K -$31.5K -900 -4%
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$588K -$12.1K -346 -2%
9 10
11
12 13

UNM Hedge Fund Activity: Q4 2018 in Review

493 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2018, worth a combined $5.73B — down 27% from $7.85B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of UNM and 70 opened new positions — a net loss of 17 holders — while 182 trimmed existing stakes and 167 added.

The largest buyer was BlackRock, adding an estimated $123M. The largest seller was JP Morgan Chase, cutting an estimated $75.8M.

  • 493 institutional investors held Unum (UNM) as of Q4 2018, down from 513 in Q3 2018.
  • Funds reported $5.73B of Unum stock for Q4 2018, down 27% quarter-over-quarter.
  • 70 funds opened new Unum positions in Q4 2018 and 87 closed out, a net change of -17 holders.
  • The largest Unum buyer in Q4 2018 was BlackRock, an estimated $123M added.
  • The largest Unum seller in Q4 2018 was JP Morgan Chase, an estimated $75.8M sold.

Based on aggregated 13F filings for Q4 2018.