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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
M&T Bank
301
M&T Bank
New York
$690K -$72.1K -1,567 -10%
KRS
302
Kentucky Retirement Systems
Kentucky
$682K -$3.13K -68 -0.5%
IB
303
Intrust Bank
Kansas
$677K +$552 +12 +0.1%
AL
304
Airain Ltd
Guernsey
$673K +$242K +5,261 +57%
LSERS
305
Louisiana State Employees Retirement System
Louisiana
$662K +$4.6K +100 +0.7%
LTFS
306
Ladenburg Thalmann Financial Services
Florida
$661K +$202K +4,396 +45%
GIA
307
Gateway Investment Advisers
Ohio
$645K -$3.17K -69 -0.5%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$643K -$1.84K -40 -0.3%
LPT
309
Legacy Private Trust
Wisconsin
$634K -$157K -3,407 -20%
IGIM
310
I.G. Investment Management
Manitoba, Canada
$630K
LIA
311
LS Investment Advisors
Michigan
$616K +$26.4K +575 +5%
SAM
312
Shell Asset Management
Netherlands
$607K
SPIA
313
Steward Partners Investment Advisory
New York
$601K +$566K +12,305 +2,072%
FMBTD
314
First Midwest Bank Trust Division
Illinois
$592K
GL
315
GLG LLC
New York
$589K -$67.5K -1,467 -10%
HPC
316
HM Payson & Co
Maine
$584K +$2.85K +62 +0.5%
Creative Planning
317
Creative Planning
Kansas
$576K -$131K -2,852 -19%
SLG
318
Stanley-Laman Group
Pennsylvania
$566K +$7.87K +171 +1%
RFC
319
Regions Financial Corp
Alabama
$561K -$2.67K -58 -0.5%
MAM
320
Meeder Asset Management
Ohio
$560K -$1.36M -29,500 -71%
CIA
321
Choate Investment Advisors
Massachusetts
$558K -$20.5K -445 -4%
NFA
322
Nuveen Fund Advisors
Illinois
$548K -$304K -6,599 -36%
MLL
323
Moody Lynn & Lieberson
Massachusetts
$509K +$17.6K +382 +4%
RA
324
Rational Advisors
New York
$503K
Arrowstreet Capital
325
Arrowstreet Capital
Massachusetts
$494K -$10.7M -232,994 -96%

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.