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490 hedge funds and large institutions have $6.65B invested in Unum in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $60.9M | Put options by funds: $29.5M

15% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 171

4% more ownership

Funds ownership: 91.33%95.33% (+4%)

1% more capital invested

Capital invested by funds: $6.61B → $6.65B (+$36.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 512490 (-22)

25% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 53

Holders
490
Holders Change
-22
Holders Change %
-4.3%
% of All Funds
10.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
196
Reduced
171
Closed
53
Calls
$60.9M
Puts
$29.5M
Net Calls
+$31.4M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MERSOM
301
Municipal Employees' Retirement System of Michigan
Michigan
$539K +$51.6K +1,490 +10%
CAM
302
Carret Asset Management
New York
$526K
SPIA
303
Steward Partners Investment Advisory
New York
$523K -$1.11K -32 -0.2%
WAM
304
World Asset Management
Michigan
$520K +$3.53K +102 +0.7%
MA
305
Mutual Advisors
Nebraska
$520K +$536K +15,485 New
NCM
306
Neumann Capital Management
California
$517K -$26K -750 -5%
SLG
307
Stanley-Laman Group
Pennsylvania
$514K +$13.2K +380 +3%
II
308
Inspire Investing
Idaho
$512K +$62K +1,790 +13%
B
309
Barings
North Carolina
$499K
LCM
310
Landscape Capital Management
New Jersey
$485K
JT
311
Jump Trading
Illinois
$482K +$497K +14,354 New
SC
312
SRB Corp
Massachusetts
$480K -$174K -5,014 -26%
AWM
313
AE Wealth Management
Kansas
$480K +$49K +1,414 +11%
Stifel Financial
314
Stifel Financial
Missouri
$479K +$494K +14,253 New
JCM
315
Jacobi Capital Management
Pennsylvania
$474K +$42.3K +1,220 +9%
HIM
316
Hillsdale Investment Management
Ontario, Canada
$473K
ECM
317
Everence Capital Management
Indiana
$468K
II
318
IFM Investors
Australia
$467K
SAM
319
Shell Asset Management
Netherlands
$466K
Neuberger Berman Group
320
Neuberger Berman Group
New York
$450K -$30.7K -886 -6%
AG
321
Advisor Group
Arizona
$446K -$116K -3,355 -20%
FRM
322
Fox Run Management
Connecticut
$444K +$25K +721 +6%
HighTower Advisors
323
HighTower Advisors
Illinois
$444K +$92.4K +2,667 +25%
HPC
324
HM Payson & Co
Maine
$441K
SIM
325
Sentry Investment Management
Wisconsin
$438K -$6.44K -186 -1%

UNM Hedge Fund Activity: Q2 2019 in Review

490 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2019, worth a combined $6.65B — up 0.55% from $6.61B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of UNM and 40 opened new positions — a net loss of 13 holders — while 171 trimmed existing stakes and 196 added.

The largest buyer was Bank of Nova Scotia, adding an estimated $92.2M. The largest seller was Balyasny Asset Management, cutting an estimated $34.4M.

  • 490 institutional investors held Unum (UNM) as of Q2 2019, down from 512 in Q1 2019.
  • Funds reported $6.65B of Unum stock for Q2 2019, up 0.55% quarter-over-quarter.
  • 40 funds opened new Unum positions in Q2 2019 and 53 closed out, a net change of -13 holders.
  • The largest Unum buyer in Q2 2019 was Bank of Nova Scotia, an estimated $92.2M added.
  • The largest Unum seller in Q2 2019 was Balyasny Asset Management, an estimated $34.4M sold.

Based on aggregated 13F filings for Q2 2019.