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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
MCM
351
MAI Capital Management
Ohio
$267K +$23.2K +686 +10%
AAM
352
Advisors Asset Management
Colorado
$262K +$8.76K +259 +4%
QT
353
Quantbot Technologies
New York
$254K -$2.78M -82,315 -92%
DA
354
Denali Advisors
California
$247K -$1.14M -33,800 -83%
ST
355
Spinnaker Trust
Maine
$245K -$30.4K -900 -11%
Schroder Investment Management Group
356
Schroder Investment Management Group
United Kingdom
$244K -$1.16M -34,300 -83%
Toronto Dominion Bank
357
Toronto Dominion Bank
Ontario, Canada
$242K +$188K +5,566 +424%
WPW
358
Waldron Private Wealth
Pennsylvania
$230K
Cambridge Investment Research Advisors
359
Cambridge Investment Research Advisors
Iowa
$230K +$220K +6,507 New
GAM
360
Gotham Asset Management
New York
$227K +$217K +6,428 New
CCM
361
Cadence Capital Management
Massachusetts
$220K +$211K +6,229 New
MSV
362
MN Services Vermogensbeheer
Netherlands
$216K
FT
363
Fiduciary Trust
Massachusetts
$215K +$206K +6,090 New
Baird Financial Group
364
Baird Financial Group
Wisconsin
$213K -$3.38K -100 -2%
Daiwa Securities Group
365
Daiwa Securities Group
Japan
$212K
RBC
366
Ronald Blue & Co
Georgia
$209K -$15.3K -452 -7%
CI
367
Conning Inc
Connecticut
$207K +$198K +5,860 New
PA
368
Profund Advisors
Maryland
$206K +$198K +5,840 New
RVPG
369
Relative Value Partners Group
$203K +$195K +5,750 New
CC
370
ClearArc Capital
Ohio
$202K +$194K +5,732 New
EOJOAM
371
E. Ohman J:or Asset Management
Sweden
$198K
CPP
372
Crow Point Partners
Massachusetts
$193K +$188K +5,564 New
First Manhattan
373
First Manhattan
New York
$188K +$144K +4,250 +386%
OMCS
374
Old Mutual Customised Solutions
South Africa
$184K
LTFS
375
Ladenburg Thalmann Financial Services
Florida
$174K -$34 -1 -0%

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.