We are live on ! Find out more
UNM icon

Unum
UNM

456 hedge funds and large institutions have $5.78B invested in Unum in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 179 increasing their positions, 170 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 170

2.14% less ownership

Funds ownership: 95.33% → 93.19% (-2.1%)

7% less funds holding

Funds holding: 490 → 456 (-34)

13% less capital invested

Capital invested by funds: $6.65B → $5.78B (-$864M)

49% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 70

76% less call options, than puts

Call options by funds: $9.99M | Put options by funds: $41M

Holders
456
Holders Change
-34
Holders Change %
-6.94%
% of All Funds
10%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
36
Increased
179
Reduced
170
Closed
70
Calls
$9.99M
Puts
$41M
Net Calls
-$31M
Net Calls Change
-$62.4M

Top Buyers

1
NI
Nuance Investments
Missouri
+$55.5M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$34.7M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$28M
4
American Century Companies
American Century Companies
Missouri
+$19.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$17.7M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$85.2M
2
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$57.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$45.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$42M
5
Deutsche Bank
Deutsche Bank
Germany
-$39.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
301
Jacobi Capital Management
Pennsylvania
$427K +$6.95K +234 +2%
Creative Planning
302
Creative Planning
Kansas
$421K +$66.4K +2,235 +19%
HIM
303
Hillsdale Investment Management
Ontario, Canada
$420K – – –
GI
304
GAMCO Investors
Connecticut
$418K -$236K -7,950 -36%
ECM
305
Everence Capital Management
Indiana
$415K – – –
SAM
306
Shell Asset Management
Netherlands
$413K – – –
Neuberger Berman Group
307
Neuberger Berman Group
New York
$409K +$10.1K +341 +3%
Natixis Advisors
308
Natixis Advisors
Massachusetts
$407K -$599K -20,172 -60%
COPPSERS
309
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$397K +$27.6K +930 +7%
SLG
310
Stanley-Laman Group
Pennsylvania
$395K -$59.6K -2,008 -13%
HPC
311
HM Payson & Co
Maine
$391K – – –
SIM
312
Sentry Investment Management
Wisconsin
$388K – – –
IG
313
ING Group
Netherlands
$387K -$6M -202,127 -94%
RJFSA
314
Raymond James Financial Services Advisors
Florida
$372K +$37.7K +1,270 +11%
CB
315
Commerce Bank
Missouri
$369K -$151K -5,078 -29%
AG
316
Advisor Group
Arizona
$369K -$26.8K -902 -7%
GT
317
Greenleaf Trust
Michigan
$361K +$361K +12,153 New
SMDAM
318
Sumitomo Mitsui DS Asset Management
Japan
$360K – – –
ALAM
319
Asahi Life Asset Management
Japan
$358K +$357K +12,030 New
NAM
320
NorthCoast Asset Management
Connecticut
$353K +$30 +1 +0%
CBN
321
Cadence Bank NA
Texas
$346K – – –
ECM
322
ETrade Capital Management
Virginia
$342K -$2.17K -73 -0.6%
SPC
323
Sigma Planning Corp
Michigan
$339K +$39.9K +1,344 +13%
CCIA
324
Campbell & Co Investment Adviser
Maryland
$333K +$122K +4,097 +58%
KRS
325
Kentucky Retirement Systems
Kentucky
$318K +$24.5K +824 +8%
11 12
13
14 15

UNM Hedge Fund Activity: Q3 2019 in Review

456 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2019, worth a combined $5.78B — down 13% from $6.65B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of UNM and 36 opened new positions — a net loss of 34 holders — while 170 trimmed existing stakes and 179 added.

The largest buyer was Nuance Investments, adding an estimated $55.5M. The largest seller was Bank of Nova Scotia, cutting an estimated $85.2M.

  • 456 institutional investors held Unum (UNM) as of Q3 2019, down from 490 in Q2 2019.
  • Funds reported $5.78B of Unum stock for Q3 2019, down 13% quarter-over-quarter.
  • 36 funds opened new Unum positions in Q3 2019 and 70 closed out, a net change of -34 holders.
  • The largest Unum buyer in Q3 2019 was Nuance Investments, an estimated $55.5M added.
  • The largest Unum seller in Q3 2019 was Bank of Nova Scotia, an estimated $85.2M sold.

Based on aggregated 13F filings for Q3 2019.