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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
SIM
301
Sentry Investment Management
Wisconsin
$791K -$84.5K -1,617 -9%
RIM
302
Rampart Investment Management
Connecticut
$761K +$676K +12,936 +423%
SAM
303
Shell Asset Management
Netherlands
$758K +$278K +5,327 +50%
Envestnet Asset Management
304
Envestnet Asset Management
Illinois
$749K -$1.37M -26,129 -60%
IB
305
Intrust Bank
Kansas
$734K +$33.4K +640 +4%
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$733K -$14.7K -281 -2%
TRCT
307
Tower Research Capital (TRC)
New York
$730K +$720K +13,787 +890%
QCMC
308
Quantum Capital Management (California)
California
$724K +$29.6K +567 +4%
1832 Asset Management
309
1832 Asset Management
Ontario, Canada
$715K +$809K +15,490 New
CAM
310
Carret Asset Management
New York
$709K -$78.4K -1,500 -9%
FB
311
Fulton Bank
Pennsylvania
$701K +$231K +4,422 +43%
SLG
312
Stanley-Laman Group
Pennsylvania
$696K +$73.8K +1,413 +11%
HDIM
313
Hanson & Doremus Investment Management
Vermont
$693K -$35K -670 -4%
WBC
314
Westpac Banking Corp
Australia
$692K
CCIA
315
Campbell & Co Investment Adviser
Maryland
$688K +$755K +14,457 New
GCA
316
Gideon Capital Advisors
New York
$685K +$752K +14,398 New
APP
317
Avantax Planning Partners
Iowa
$676K -$508K -9,724 -41%
FMBTD
318
First Midwest Bank Trust Division
Illinois
$668K
ERSOT
319
Employees Retirement System of Texas
Texas
$667K -$104K -2,000 -13%
SPIA
320
Steward Partners Investment Advisory
New York
$664K +$24.3K +465 +3%
LTFS
321
Ladenburg Thalmann Financial Services
Florida
$663K -$28.4K -544 -4%
NB
322
Norinchukin Bank
Japan
$651K -$483K -9,237 -40%
WAM
323
World Asset Management
Michigan
$646K -$272K -5,211 -28%
LSERS
324
Louisiana State Employees Retirement System
Louisiana
$643K -$5.22K -100 -0.7%
Two Sigma Advisers
325
Two Sigma Advisers
New York
$631K +$693K +13,258 New

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.