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Unum
UNM

525 hedge funds and large institutions have $6.64B invested in Unum in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 191 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $94.8M | Put options by funds: $42.2M

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 191

0.17% more ownership

Funds ownership: 85.04% → 85.21% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0% less funds holding

Funds holding: 527 → 525 (-2)

5% less capital invested

Capital invested by funds: $7.02B → $6.64B (-$376M)

Holders
525
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.37%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
65
Increased
192
Reduced
191
Closed
63
Calls
$94.8M
Puts
$42.2M
Net Calls
+$52.6M
Net Calls Change
+$18.2M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$60.1M
2
AssetMark Inc
AssetMark Inc
California
+$48.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$48.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$35.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$287M
2
Invesco
Invesco
Georgia
-$40.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$38.8M
4
State Street
State Street
Massachusetts
-$38.3M
5
BlackRock
BlackRock
New York
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
376
Shell Asset Management
Netherlands
$237K -$867 -21 -0.3%
CPSC
377
Carl P. Sherr & Co
Massachusetts
$236K +$247K +5,973 New
SIA
378
Strategic Investment Advisors
Michigan
$234K +$244K +5,909 New
GT
379
Glenview Trust
Kentucky
$232K – – –
TWM
380
TriaGen Wealth Management
California
$229K -$31.3K -759 -12%
IWM
381
IHT Wealth Management
Illinois
$227K +$237K +5,731 New
CCA
382
Cobblestone Capital Advisors
New York
$224K – – –
CIBC Asset Management
383
CIBC Asset Management
Ontario, Canada
$224K +$18.3K +443 +9%
TC
384
TownSquare Capital
Utah
$223K +$2.06K +50 +0.9%
FA
385
Fountainhead AM
New Jersey
$223K +$1.78K +43 +0.8%
CT
386
Coastline Trust
Rhode Island
$220K – – –
Mackenzie Financial
387
Mackenzie Financial
Ontario, Canada
$220K -$176K -4,250 -43%
MWC
388
MBM Wealth Consultants
Missouri
$219K – – –
ACI
389
Alpha Cubed Investments
California
$218K -$61.9K -1,500 -21%
PFGIA
390
Patriot Financial Group Insurance Agency
Massachusetts
$213K +$124 +3 +0.1%
SWP
391
Stratos Wealth Partners
Ohio
$212K +$221K +5,355 New
CAG
392
Csenge Advisory Group
Florida
$209K +$219K +5,291 New
DADC
393
D.A. Davidson & Co
Montana
$208K +$1.24K +30 +0.6%
NRD
394
Nebula Research & Development
New York
$202K +$211K +5,116 New
RIA
395
Realta Investment Advisors
Delaware
$201K +$7.23K +175 +4%
FFP
396
FourThought Financial Partners
Florida
$201K -$661 -16 -0.3%
KBC Group
397
KBC Group
Belgium
$189K -$174K -4,215 -47%
TFA
398
Toth Financial Advisory
Virginia
$188K +$1.03K +25 +0.5%
BTI
399
Blue Trust Inc
Georgia
$188K +$67.6K +1,636 +56%
CFGS
400
Concourse Financial Group Securities
Alabama
$185K +$13.7K +332 +8%
14 15
16
17 18

UNM Hedge Fund Activity: Q1 2023 in Review

525 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2023, worth a combined $6.64B — down 5.4% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UNM positions and 63 closed out — a net gain of 2 holders — while 192 added to existing stakes and 191 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $60.1M. The largest seller was Fidelity Investments, cutting an estimated $287M.

  • 525 institutional investors held Unum (UNM) as of Q1 2023, down from 527 in Q4 2022.
  • Funds reported $6.64B of Unum stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 65 funds opened new Unum positions in Q1 2023 and 63 closed out, a net change of +2 holders.
  • The largest Unum buyer in Q1 2023 was Citadel Advisors, an estimated $60.1M added.
  • The largest Unum seller in Q1 2023 was Fidelity Investments, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2023.