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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
CIA
376
Choate Investment Advisors
Massachusetts
$238K -$2.08K -60 -0.8%
BC
377
Burney Company
Virginia
$236K -$3.88K -112 -2%
EOJOAM
378
E. Ohman J:or Asset Management
Sweden
$235K
RFC
379
Regions Financial Corp
Alabama
$234K
Cambridge Investment Research Advisors
380
Cambridge Investment Research Advisors
Iowa
$234K +$35K +1,010 +17%
IRC
381
Investors Research Corp
Georgia
$228K +$10.4K +300 +5%
MA
382
MANA Advisors
New York
$228K +$236K +6,810 New
Baird Financial Group
383
Baird Financial Group
Wisconsin
$225K +$901 +26 +0.4%
PIMG
384
Patriot Investment Management Group
Tennessee
$216K
FWM
385
Focused Wealth Management
New York
$213K +$97.7K +2,822 +80%
WPW
386
Waldron Private Wealth
Pennsylvania
$212K -$11.3K -327 -5%
V
387
Veritable
Delaware
$206K -$63.8K -1,842 -23%
RIM
388
Redpoint Investment Management
Australia
$204K -$907K -26,184 -81%
WCM
389
Weld Capital Management
New York
$203K -$375K -10,839 -64%
ST
390
Spinnaker Trust
Maine
$203K
FT
391
Fiduciary Trust
Massachusetts
$202K -$104 -3 -0%
FA
392
FDx Advisors
Illinois
$202K +$208K +6,011 New
TRCT
393
Tower Research Capital (TRC)
New York
$193K -$95.8K -2,766 -32%
LTFS
394
Ladenburg Thalmann Financial Services
Florida
$177K -$144K -4,158 -44%
AssetMark Inc
395
AssetMark Inc
California
$166K -$255K -7,369 -60%
MC
396
Machina Capital
France
$160K +$4.02K +116 +2%
Northwestern Mutual Wealth Management
397
Northwestern Mutual Wealth Management
Wisconsin
$150K +$35 +1 +0%
PCM
398
Penserra Capital Management
California
$130K +$36.2K +1,046 +37%
AIP
399
Ameritas Investment Partners
Nebraska
$125K -$16.9K -487 -12%
HNB
400
Huntington National Bank
Ohio
$115K

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.