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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
TAF
326
Tredje AP-fonden
Sweden
$436K +$450K +12,999 New
MBT
327
Montecito Bank & Trust
California
$423K +$23.6K +681 +6%
COPPSERS
328
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$417K -$3.77K -109 -0.9%
SMDAM
329
Sumitomo Mitsui DS Asset Management
Japan
$406K -$120K -3,454 -22%
FM
330
Foster & Motley
Ohio
$403K -$126K -3,639 -23%
Creative Planning
331
Creative Planning
Kansas
$401K -$10.8K -312 -3%
NAM
332
NorthCoast Asset Management
Connecticut
$398K +$3.98K +115 +1%
CF
333
Copperwynd Financial
Arizona
$391K +$15K +433 +4%
CBN
334
Cadence Bank NA
Texas
$391K +$45K +1,298 +13%
HI
335
Horizon Investments
North Carolina
$391K +$93.5K +2,699 +30%
ECM
336
ETrade Capital Management
Virginia
$388K +$6.55K +189 +2%
RJFSA
337
Raymond James Financial Services Advisors
Florida
$377K +$69.6K +2,009 +22%
ERSOT
338
Employees Retirement System of Texas
Texas
$369K -$34.6K -1,000 -8%
AP
339
Advisor Partners
California
$356K -$18.5K -535 -5%
LSERS
340
Louisiana State Employees Retirement System
Louisiana
$351K -$24.2K -700 -6%
DIA
341
Dean Investment Associates
Ohio
$345K -$1.97K -57 -0.6%
EMG
342
Ellington Management Group
Connecticut
$342K +$353K +10,200 New
SPC
343
Sigma Planning Corp
Michigan
$337K +$1.07K +31 +0.3%
SM
344
SG3 Management
Puerto Rico
$336K -$866K -25,000 -71%
KRS
345
Kentucky Retirement Systems
Kentucky
$331K +$16.7K +483 +5%
BS
346
Banco Santander
Spain
$328K
RIM
347
Rampart Investment Management
Connecticut
$327K +$269K +7,773 +393%
Thrivent Financial for Lutherans
348
Thrivent Financial for Lutherans
Minnesota
$324K -$617K -17,805 -65%
CCB
349
Cutter & Co Brokerage
Missouri
$318K +$21.8K +630 +7%
VWM
350
Valley Wealth Managers
New Jersey
$317K -$277K -8,000 -46%

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.