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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
PCM
351
Prelude Capital Management
New York
$315K +$298K +8,608 +1,101%
ONB
352
Old National Bancorp
Indiana
$314K
TIM
353
Thompson Investment Management
Wisconsin
$308K
PP
354
Paloma Partners
Connecticut
$305K -$2.85M -82,232 -90%
GAM
355
Gotham Asset Management
New York
$304K -$1.25M -36,001 -80%
PCMC
356
Paragon Capital Management (Colorado)
Colorado
$304K -$6.13K -177 -2%
OPA
357
Old Port Advisors
Maine
$301K -$14K -403 -4%
TAM
358
Tiverton Asset Management
Delaware
$299K +$309K +8,916 New
GCA
359
Gideon Capital Advisors
New York
$294K +$304K +8,776 New
NIT
360
NumerixS Investment Technologies
British Columbia, Canada
$278K -$364K -10,500 -56%
Daiwa Securities Group
361
Daiwa Securities Group
Japan
$277K
PTC
362
Petrus Trust Company
Texas
$276K +$285K +8,235 New
GIA
363
Gateway Investment Advisers
Ohio
$272K
NMIMC
364
Northwestern Mutual Investment Management Company
Wisconsin
$270K -$851K -24,578 -75%
WP
365
WealthSource Partners
California
$270K +$7.79K +225 +3%
AIC
366
Archer Investment Corporation
Indiana
$268K
HCM
367
Howland Capital Management
Massachusetts
$268K
MRCM
368
M&R Capital Management
New Jersey
$255K
RVPG
369
Relative Value Partners Group
$252K +$8.66K +250 +3%
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$250K -$137K -3,964 -35%
Capstone Investment Advisors
371
Capstone Investment Advisors
New York
$245K +$43.3K +1,249 +21%
KP
372
Keel Point
Alabama
$243K
CCIA
373
Campbell & Co Investment Adviser
Maryland
$239K +$247K +7,117 New
TCM
374
Teza Capital Management
Illinois
$238K -$523K -15,103 -68%
Verition Fund Management
375
Verition Fund Management
Connecticut
$238K -$503K -14,525 -67%

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.