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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
MRCM
376
M&R Capital Management
New Jersey
$362K
Daiwa Securities Group
377
Daiwa Securities Group
Japan
$359K +$42.6K +816 +12%
RJFSA
378
Raymond James Financial Services Advisors
Florida
$354K -$282K -5,396 -42%
GXMC
379
Global X Management Company
New York
$353K +$7.84K +150 +2%
CCB
380
Cutter & Co Brokerage
Missouri
$350K -$7.84K -150 -2%
DAM
381
Delta Asset Management
Tennessee
$350K
AIMCA
382
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$348K +$381K +7,300 New
Brown Advisory
383
Brown Advisory
Maryland
$343K -$31.3K -599 -8%
PSUF
384
People's United Financial
Connecticut
$337K +$17.9K +342 +5%
RBA
385
Richard Bernstein Advisors
New York
$335K
Baird Financial Group
386
Baird Financial Group
Wisconsin
$331K +$47.3K +906 +15%
MC
387
Menta Capital
California
$329K +$361K +6,900 New
KP
388
Keel Point
Alabama
$328K
Janney Montgomery Scott
389
Janney Montgomery Scott
Pennsylvania
$327K +$60.8K +1,164 +20%
MML Investors Services
390
MML Investors Services
Massachusetts
$327K +$96.4K +1,845 +37%
CIM
391
Contravisory Investment Management
Massachusetts
$323K +$23.4K +447 +7%
MBT
392
Montecito Bank & Trust
California
$322K +$15.1K +289 +4%
IFS
393
Ifrah Financial Services
Arkansas
$321K +$1.72K +33 +0.5%
WPW
394
Waldron Private Wealth
Pennsylvania
$310K
IRC
395
Investors Research Corp
Georgia
$309K -$14.4K -275 -4%
NIMI
396
Natixis Investment Managers International
France
$301K +$331K +6,328 New
BFM
397
Boothbay Fund Management
New York
$293K -$77.9K -1,490 -19%
FT
398
Fiduciary Trust
Massachusetts
$291K
PHK
399
Point72 Hong Kong
Hong Kong
$287K +$315K +6,033 New
Qube Research & Technologies (QRT)
400
Qube Research & Technologies (QRT)
United Kingdom
$286K +$314K +6,011 New

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.