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Unum
UNM

493 hedge funds and large institutions have $5.73B invested in Unum in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 167 increasing their positions, 182 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $12.6M

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 182

1.11% less ownership

Funds ownership: 91.96% → 90.85% (-1.1%)

4% less funds holding

Funds holding: 513 → 493 (-20)

20% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 87

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

27% less capital invested

Capital invested by funds: $7.85B → $5.73B (-$2.12B)

Holders
493
Holders Change
-20
Holders Change %
-3.9%
% of All Funds
10.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
70
Increased
167
Reduced
182
Closed
87
Calls
$16.6M
Puts
$12.6M
Net Calls
+$4.03M
Net Calls Change
+$34.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$123M
2
Prudential Financial
Prudential Financial
New Jersey
+$62.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$41.2M
4
Man Group
Man Group
United Kingdom
+$39M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$31.3M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$75.8M
2
Deutsche Bank
Deutsche Bank
Germany
-$63M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$40.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$33.2M
5
Victory Capital Management
Victory Capital Management
Texas
-$33M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
326
HBK Investments
Texas
$335K -$2.62M -74,949 -87%
GT
327
Greenleaf Trust
Michigan
$335K +$399K +11,399 New
ECM
328
ETrade Capital Management
Virginia
$321K -$24.1K -688 -6%
Creative Planning
329
Creative Planning
Kansas
$320K +$12.9K +368 +4%
CMBA
330
C.M. Bidwell & Associates
Hawaii
$317K +$378K +10,805 New
OPA
331
Old Port Advisors
Maine
$311K +$320K +9,139 New
CF
332
Copperwynd Financial
Arizona
$309K +$5.5K +157 +2%
SPC
333
Sigma Planning Corp
Michigan
$302K -$19.1K -546 -5%
PTC
334
Petrus Trust Company
Texas
$301K +$358K +10,229 New
DIA
335
Dean Investment Associates
Ohio
$299K -$49.5K -1,415 -12%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$295K +$6.62K +189 +2%
CBN
337
Cadence Bank NA
Texas
$290K -$52K -1,486 -13%
BNP Paribas Asset Management
338
BNP Paribas Asset Management
France
$282K -$3.01M -85,930 -90%
TIM
339
Thompson Investment Management
Wisconsin
$281K – – –
KRS
340
Kentucky Retirement Systems
Kentucky
$280K +$7.04K +201 +2%
ONB
341
Old National Bancorp
Indiana
$275K – – –
PCMC
342
Paragon Capital Management (Colorado)
Colorado
$274K +$142K +4,047 +77%
II
343
Inspire Investing
Idaho
$273K +$58.5K +1,672 +22%
RJFSA
344
Raymond James Financial Services Advisors
Florida
$271K +$43.7K +1,250 +16%
GIA
345
Gateway Investment Advisers
Ohio
$270K – – –
NICM
346
Neo Ivy Capital Management
New York
$270K +$322K +9,201 New
CS
347
Cannell & Spears
New York
$268K -$186K -5,306 -37%
V
348
Veritable
Delaware
$253K +$73.4K +2,097 +32%
LTFS
349
Ladenburg Thalmann Financial Services
Florida
$252K +$131K +3,739 +80%
HighTower Advisors
350
HighTower Advisors
Illinois
$250K -$54K -1,543 -15%
12 13
14
15 16

UNM Hedge Fund Activity: Q4 2018 in Review

493 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2018, worth a combined $5.73B — down 27% from $7.85B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of UNM and 70 opened new positions — a net loss of 17 holders — while 182 trimmed existing stakes and 167 added.

The largest buyer was BlackRock, adding an estimated $123M. The largest seller was JP Morgan Chase, cutting an estimated $75.8M.

  • 493 institutional investors held Unum (UNM) as of Q4 2018, down from 513 in Q3 2018.
  • Funds reported $5.73B of Unum stock for Q4 2018, down 27% quarter-over-quarter.
  • 70 funds opened new Unum positions in Q4 2018 and 87 closed out, a net change of -17 holders.
  • The largest Unum buyer in Q4 2018 was BlackRock, an estimated $123M added.
  • The largest Unum seller in Q4 2018 was JP Morgan Chase, an estimated $75.8M sold.

Based on aggregated 13F filings for Q4 2018.