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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
SI
276
Stephens Inc
Arkansas
$961K +$51.6K +1,122 +6%
CAPTRUST Financial Advisors
277
CAPTRUST Financial Advisors
North Carolina
$919K +$906K +19,709 New
MC
278
Menta Capital
California
$905K +$350K +7,614 +65%
Tudor Investment Corp
279
Tudor Investment Corp
Connecticut
$884K +$872K +18,958 New
OI
280
Oakbrook Investments
Illinois
$876K -$60.7K -1,320 -7%
JMPWA
281
JP Morgan Private Wealth Advisors
California
$875K -$26.4K -575 -3%
FQ
282
First Quadrant
California
$867K
SIM
283
Sentry Investment Management
Wisconsin
$850K +$9.29K +202 +1%
CAM
284
Carret Asset Management
New York
$825K +$20.7K +450 +3%
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$824K -$94.4K -2,052 -10%
KAS
286
Kemnay Advisory Services
New York
$811K +$800K +17,387 New
COPPSERS
287
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$791K -$2.25K -49 -0.3%
LPL Financial
288
LPL Financial
California
$788K +$482K +10,481 +163%
NCM
289
Neumann Capital Management
California
$753K +$145K +3,150 +24%
ERSOT
290
Employees Retirement System of Texas
Texas
$746K -$46K -1,000 -6%
NDSI
291
Newman Dignan & Sheerar Inc
Rhode Island
$744K +$4.6K +100 +0.6%
HMS
292
Hanseatic Management Services
New Mexico
$741K +$62.9K +1,368 +9%
VIA
293
Virtus Investment Advisers
Connecticut
$737K -$130K -2,830 -15%
Jacobs Levy Equity Management
294
Jacobs Levy Equity Management
New Jersey
$733K +$723K +15,720 New
HDIM
295
Hanson & Doremus Investment Management
Vermont
$731K -$14.9K -325 -2%
CIP
296
Chartwell Investment Partners
Pennsylvania
$723K +$69K +1,500 +11%
QCMC
297
Quantum Capital Management (California)
California
$708K +$2.48K +54 +0.4%
WBC
298
Westpac Banking Corp
Australia
$708K -$17.7M -384,713 -96%
LMGAM
299
Liberty Mutual Group Asset Management
Massachusetts
$699K -$23.9K -520 -3%
RMDI
300
R.M. Davis Inc
Maine
$692K -$52.9K -1,150 -7%

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.