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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
AIP
376
Ameritas Investment Partners
Nebraska
$124K -$3.96K -113 -3%
PCM
377
Penserra Capital Management
California
$115K +$113K +3,229 +464%
LNB
378
Ledyard National Bank
$105K – – –
FWM
379
Focused Wealth Management
New York
$104K – – –
HNB
380
Huntington National Bank
Ohio
$100K – – –
WTB
381
Washington Trust Bank
Washington
$100K – – –
CBT
382
Capital Bank & Trust
California
$88K – – –
CFGS
383
Concourse Financial Group Securities
Alabama
$86K +$19.1K +545 +23%
S
384
SignatureFD
Georgia
$85K -$18.6K -531 -16%
WAM
385
Wealthspire Advisors (Maryland)
Maryland
$78K +$11.2K +321 +14%
HI
386
Human Investing
Oregon
$69K +$82.2K +2,349 New
RIM
387
Rampart Investment Management
Connecticut
$62K -$86K -2,456 -54%
SCP
388
Stamos Capital Partners
California
$60K +$71.6K +2,045 New
PCM
389
Prelude Capital Management
New York
$56K -$3.15K -90 -4%
CFG
390
Citizens Financial Group
Rhode Island
$54K -$40.9K -1,170 -39%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$53K +$5.25K +150 +9%
BAM
392
Bruderman Asset Management
New York
$52K – – –
TAIM
393
TD Ameritrade Investment Management
Nebraska
$52K +$20.9K +597 +52%
FIB
394
First Interstate Bank
Montana
$48K – – –
Schroder Investment Management Group
395
Schroder Investment Management Group
United Kingdom
$46.9K -$40.8M -1,165,950 -42%
SF
396
Synovus Financial
Georgia
$44K – – –
SWM
397
SeaCrest Wealth Management
New York
$39K +$10.5K +300 +30%
CIA
398
CSat Investment Advisory
Michigan
$38K +$20.2K +578 +81%
CFA
399
Carroll Financial Associates
North Carolina
$37K – – –
BFEC
400
Benjamin F. Edwards & Company
Missouri
$36K -$48.2K -1,376 -53%
14 15
16
17 18

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.