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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
AP
351
Advisor Partners
California
$248K -$78.2K -2,235 -21%
Daiwa Securities Group
352
Daiwa Securities Group
Japan
$242K +$17.5K +500 +6%
HCM
353
Howland Capital Management
Massachusetts
$235K – – –
AIC
354
Archer Investment Corporation
Indiana
$235K +$280K +8,000 New
CCB
355
Cutter & Co Brokerage
Missouri
$233K +$20.8K +595 +8%
SL
356
Signition LP
New York
$231K -$125K -3,565 -31%
IB
357
Intrust Bank
Kansas
$223K -$103K -2,955 -28%
MRCM
358
M&R Capital Management
New Jersey
$223K – – –
DAM
359
Delta Asset Management
Tennessee
$222K +$7.88K +225 +3%
MYAM
360
Meiji Yasuda Asset Management
Japan
$217K -$236K -6,743 -48%
WP
361
WealthSource Partners
California
$215K +$257K +7,334 New
CIA
362
Choate Investment Advisors
Massachusetts
$214K -$71.2K -2,033 -22%
AI
363
Atria Investments
North Carolina
$214K +$255K +7,298 New
KP
364
Keel Point
Alabama
$213K +$2.73K +78 +1%
RVPG
365
Relative Value Partners Group
$213K +$17.5K +500 +7%
BC
366
Burney Company
Virginia
$211K -$86.6K -2,475 -26%
TSS
367
Two Sigma Securities
New York
$210K +$250K +7,154 New
EOJOAM
368
E. Ohman J:or Asset Management
Sweden
$206K – – –
RFC
369
Regions Financial Corp
Alabama
$205K +$91.4K +2,611 +60%
Baird Financial Group
370
Baird Financial Group
Wisconsin
$203K -$8.79K -251 -4%
S
371
Seeyond
France
$184K +$219K +6,257 New
EAM
372
Exane Asset Management
France
$172K +$204K +5,843 New
VCM
373
Vigilant Capital Management
Maine
$171K -$70K -2,000 -26%
CA
374
Claro Advisors
Massachusetts
$144K +$129K +3,677 New
Twin Tree Management
375
Twin Tree Management
Texas
$125K -$1.07M -30,632 -88%
13 14
15
16 17

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.