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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
CBN
351
Cadence Bank NA
Texas
$464K +$12.7K +244 +3%
TIM
352
Thompson Investment Management
Wisconsin
$456K
Pacer Advisors
353
Pacer Advisors
Pennsylvania
$454K +$97.3K +1,862 +24%
CCM
354
Cadence Capital Management
Massachusetts
$453K +$10.7K +205 +2%
AP
355
Advisor Partners
California
$452K -$44.6K -854 -8%
CIA
356
Choate Investment Advisors
Massachusetts
$449K -$41.6K -797 -8%
OI
357
Oakbrook Investments
Illinois
$448K -$401K -7,680 -45%
ONB
358
Old National Bancorp
Indiana
$445K
CS
359
Cannell & Spears
New York
$434K
VF
360
Virtu Financial
New York
$431K +$473K +9,054 New
LMGAM
361
Liberty Mutual Group Asset Management
Massachusetts
$428K
DVM
362
Dreman Value Management
Florida
$425K
DTL
363
Dynamic Technology Lab
Singapore
$425K +$466K +8,919 New
AG
364
Advisor Group
Arizona
$423K -$11.7K -224 -2%
BA
365
Bristlecone Advisors
Washington
$420K +$15.2K +290 +3%
CF
366
Copperwynd Financial
Arizona
$420K +$36.1K +691 +9%
BIAS
367
Beacon Investment Advisory Services
New Jersey
$398K +$8.26K +158 +2%
WG
368
Winton Group
United Kingdom
$397K +$34.1K +652 +8%
Cambridge Investment Research Advisors
369
Cambridge Investment Research Advisors
Iowa
$396K -$5.96K -114 -1%
CI
370
Cigna Investments
Connecticut
$396K
II
371
IFM Investors
Australia
$384K
HCM
372
Howland Capital Management
Massachusetts
$381K -$10.7K -205 -2%
V
373
Veritable
Delaware
$381K +$14.6K +280 +4%
JIC
374
Johnson Investment Counsel
Ohio
$372K +$28.5K +545 +7%
IAMOG
375
Investors Asset Management of Georgia
Georgia
$366K

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.