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458 hedge funds and large institutions have $7.68B invested in Unum in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 141 increasing their positions, 197 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $8.56M | Put options by funds: $4.01M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

9% more capital invested

Capital invested by funds: $7.03B → $7.68B (+$647M)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.02% less ownership

Funds ownership: 93.07%93.06% (-0.02%)

1% less funds holding

Funds holding: 464458 (-6)

28% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 197

Holders
458
Holders Change
-6
Holders Change %
-1.29%
% of All Funds
12.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
141
Reduced
197
Closed
37
Calls
$8.56M
Puts
$4.01M
Net Calls
+$4.55M
Net Calls Change
-$8.16M
Name Holding Trade Value Shares
Change
Change in
Stake
MYLI
326
Meiji Yasuda Life Insurance
Japan
$375K -$17.9K -530 -5%
APFBOT
327
Amica Pension Fund Board of Trustees
Rhode Island
$365K
DVM
328
Dreman Value Management
Florida
$364K
DAM
329
Delta Asset Management
Tennessee
$344K
LIA
330
LS Investment Advisors
Michigan
$339K -$95.9K -2,835 -23%
AssetMark Inc
331
AssetMark Inc
California
$334K -$59.4K -1,756 -16%
Balyasny Asset Management
332
Balyasny Asset Management
Illinois
$332K -$135K -3,992 -30%
BHWM
333
Bar Harbor Wealth Management
New Hampshire
$332K
ONB
334
Old National Bancorp
Indiana
$330K
Jacobs Levy Equity Management
335
Jacobs Levy Equity Management
New Jersey
$320K -$2.56M -75,760 -89%
AP
336
Advisor Partners
California
$309K +$30.4K +899 +11%
ECM
337
Everence Capital Management
Indiana
$309K +$296K +8,740 New
TMAM
338
Tokio Marine Asset Management
Japan
$308K -$45.2K -1,337 -13%
AG
339
Advisor Group
Arizona
$306K +$1.08K +32 +0.4%
IG
340
ING Group
Netherlands
$303K +$12.1K +357 +4%
Janney Montgomery Scott
341
Janney Montgomery Scott
Pennsylvania
$302K +$290K +8,563 New
LPL Financial
342
LPL Financial
California
$297K +$6.87K +203 +2%
HCM
343
Howland Capital Management
Massachusetts
$290K
CCB
344
Cutter & Co Brokerage
Missouri
$275K
PAM
345
Princeton Alpha Management
New Jersey
$273K -$634K -18,730 -71%
CFG
346
Citizens Financial Group
Rhode Island
$271K -$36.5K -1,078 -12%
IAMOG
347
Investors Asset Management of Georgia
Georgia
$271K -$15.2K -448 -6%
MRCM
348
M&R Capital Management
New Jersey
$269K
KRSITF
349
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$268K -$67.9K -2,007 -21%
CBN
350
Cadence Bank NA
Texas
$267K

UNM Hedge Fund Activity: Q3 2016 in Review

458 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2016, worth a combined $7.68B — up 9.2% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UNM positions and 37 closed out — a net gain of 1 holder — while 141 added to existing stakes and 197 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $23.2M. The largest seller was American Century Companies, cutting an estimated $39.5M.

  • 458 institutional investors held Unum (UNM) as of Q3 2016, down from 464 in Q2 2016.
  • Funds reported $7.68B of Unum stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 38 funds opened new Unum positions in Q3 2016 and 37 closed out, a net change of +1 holder.
  • The largest Unum buyer in Q3 2016 was AQR Capital Management, an estimated $23.2M added.
  • The largest Unum seller in Q3 2016 was American Century Companies, an estimated $39.5M sold.

Based on aggregated 13F filings for Q3 2016.