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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
SC
376
SRB Corp
Massachusetts
$161K +$18.9K +558 +14%
GXMC
377
Global X Management Company
New York
$160K +$65.5K +1,935 +75%
JFGIW
378
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$154K +$15.6K +460 +12%
RA
379
Rational Advisors
New York
$153K +$146K +4,319 New
WTB
380
Washington Trust Bank
Washington
$150K -$5.68K -168 -4%
Pacer Advisors
381
Pacer Advisors
Pennsylvania
$150K -$1.01K -30 -0.7%
QI
382
QS Investors
New York
$130K -$26.2K -774 -17%
CGT
383
Capital Guardian Trust
California
$114K
GS
384
GAM Systematic
United Kingdom
$100K -$156K -4,604 -62%
NIT
385
NumerixS Investment Technologies
British Columbia, Canada
$99K -$648K -19,141 -87%
HNB
386
Huntington National Bank
Ohio
$94K +$8.22K +243 +10%
CCM
387
Cribstone Capital Management
Maine
$91K
TRCT
388
Tower Research Capital (TRC)
New York
$89K -$268K -7,920 -76%
IA
389
IFP Advisors
Florida
$84K -$5.38K -159 -6%
WAM
390
Wealthspire Advisors (Maryland)
Maryland
$80K +$2.88K +85 +4%
BAM
391
Bruderman Asset Management
New York
$78K
PSUF
392
People's United Financial
Connecticut
$74K
EWM
393
Evercore Wealth Management
New York
$73K +$19.5K +577 +39%
WT
394
Whittier Trust
California
$71K
VIA
395
Virtus Investment Advisers
Connecticut
$69K +$66K +1,950 New
MAM
396
Mizuho Asset Management
Japan
$67K -$66.8K -1,973 -51%
ARMT
397
Amica Retiree Medical Trust
Rhode Island
$63K
PHK
398
Point72 Hong Kong
Hong Kong
$60K -$84.6K -2,500 -60%
VFA
399
Virtus Fund Advisers
Connecticut
$56K
CFA
400
Carroll Financial Associates
North Carolina
$51K +$49.1K +1,450 New

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.