We are live on ! Find out more

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
BCM
326
BlueCrest Capital Management
Jersey
$619K +$679K +12,994 New
CIP
327
Cornerstone Investment Partners
Georgia
$614K -$257K -4,910 -28%
ECM
328
Element Capital Management
New York
$592K +$650K +12,433 New
Public Sector Pension Investment Board (PSP Investments)
329
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$585K
LIA
330
LS Investment Advisors
Michigan
$585K +$143K +2,736 +29%
IUHSA
331
Itau Unibanco Holding S.A.
Brazil
$584K +$338K +6,467 +111%
HPC
332
HM Payson & Co
Maine
$571K +$1.57K +30 +0.3%
BWM
333
Buckley Wealth Management
Nevada
$567K +$25.6K +490 +4%
SMH
334
Sanders Morris Harris
Texas
$558K +$611K +11,700 New
KRS
335
Kentucky Retirement Systems
Kentucky
$550K -$120K -2,290 -17%
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$549K +$37.6K +719 +7%
SSA
337
Schonfeld Strategic Advisors
New York
$537K -$6.31M -120,675 -91%
SRAM
338
Stone Ridge Asset Management
New York
$529K +$57.5K +1,100 +11%
Jane Street
339
Jane Street
New York
$525K +$576K +11,025 New
MLL
340
Moody Lynn & Lieberson
Massachusetts
$517K -$6.64K -127 -1%
RMDI
341
R.M. Davis Inc
Maine
$516K
HighTower Advisors
342
HighTower Advisors
Illinois
$512K +$44.8K +857 +9%
GIA
343
Gateway Investment Advisers
Ohio
$501K -$64.4K -1,232 -10%
Creative Planning
344
Creative Planning
Kansas
$499K -$107K -2,047 -16%
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$499K -$8.1K -155 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
346
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$487K -$1.93M -36,940 -78%
AssetMark Inc
347
AssetMark Inc
California
$480K +$231K +4,427 +78%
ECM
348
ETrade Capital Management
Virginia
$477K +$52K +996 +11%
Federated Hermes
349
Federated Hermes
Pennsylvania
$469K +$304K +5,826 +145%
LP
350
LMR Partners
United Kingdom
$466K

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.