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466 hedge funds and large institutions have $5.34B invested in Unum in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 148 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $120M | Put options by funds: $69.1M

55% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 49

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more capital invested

Capital invested by funds: $4.06B → $5.34B (+$1.28B)

5% more funds holding

Funds holding: 444466 (+22)

2.51% more ownership

Funds ownership: 81.49%84% (+2.5%)

3% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 152

Holders
466
Holders Change
+22
Holders Change %
+4.95%
% of All Funds
7.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
148
Reduced
152
Closed
49
Calls
$120M
Puts
$69.1M
Net Calls
+$50.8M
Net Calls Change
+$80.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
376
Global Retirement Partners
California
$41K +$32.9K +1,176 New
ETC
377
Exchange Traded Concepts
Oklahoma
$40K +$35.2K +1,261 New
AA
378
Addison Advisors
Vermont
$37K +$14K +500 +74%
Jones Financial Companies
379
Jones Financial Companies
Missouri
$37K +$33.2K +1,188 New
Koshinski Asset Management
380
Koshinski Asset Management
Illinois
$35.7K +$10.7K +382 +51%
LSA
381
Leonteq Securities AG
Switzerland
$35.3K -$68.4K -2,448 -69%
CWM
382
Cranbrook Wealth Management
Michigan
$34K
HI
383
Hoey Investments
Pennsylvania
$33K
HNB
384
Huntington National Bank
Ohio
$33K
LC
385
Lindbrook Capital
California
$32K -$4.5K -161 -14%
AIP
386
Ahrens Investment Partners
Louisiana
$32K +$27.9K +1,000 New
NSB
387
Norway Savings Bank
Maine
$31K
EI
388
Ellevest Inc
New York
$30K -$27.2K -972 -51%
ME
389
McIlrath & Eck
Washington
$28K -$614K -21,992 -96%
PFBT
390
Parkside Financial Bank & Trust
Missouri
$28K -$112 -4 -0.4%
CA
391
Clearstead Advisors
Ohio
$28K
CCM
392
Covington Capital Management
California
$28K +$84 +3 +0.3%
RG
393
Retirement Group
California
$27K
CWP
394
Concord Wealth Partners
Virginia
$26K -$754 -27 -3%
CFO
395
CVA Family Office
Colorado
$25K
PG
396
Proffitt & Goodson
Tennessee
$25K
NSIM
397
North Star Investment Management
Illinois
$25K +$56 +2 +0.2%
AP
398
Arlington Partners
Alabama
$24K -$1.56K -56 -7%
GWS
399
Glassman Wealth Services
Virginia
$24K -$224 -8 -1%
GAM
400
Gemmer Asset Management
California
$24K

UNM Hedge Fund Activity: Q1 2022 in Review

466 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2022, worth a combined $5.34B — up 31% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new UNM positions and 49 closed out — a net gain of 27 holders — while 148 added to existing stakes and 152 trimmed.

The largest buyer was Norges Bank, adding an estimated $177M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $121M sold.

  • 466 institutional investors held Unum (UNM) as of Q1 2022, up from 444 in Q4 2021.
  • Funds reported $5.34B of Unum stock for Q1 2022, up 31% quarter-over-quarter.
  • 76 funds opened new Unum positions in Q1 2022 and 49 closed out, a net change of +27 holders.
  • The largest Unum buyer in Q1 2022 was Norges Bank, an estimated $177M added.
  • The largest Unum seller in Q1 2022 was Arrowstreet Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2022.