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458 hedge funds and large institutions have $7.68B invested in Unum in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 141 increasing their positions, 197 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $8.56M | Put options by funds: $4.01M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

9% more capital invested

Capital invested by funds: $7.03B → $7.68B (+$647M)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.02% less ownership

Funds ownership: 93.07%93.06% (-0.02%)

1% less funds holding

Funds holding: 464458 (-6)

28% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 197

Holders
458
Holders Change
-6
Holders Change %
-1.29%
% of All Funds
12.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
141
Reduced
197
Closed
37
Calls
$8.56M
Puts
$4.01M
Net Calls
+$4.55M
Net Calls Change
-$8.16M
Name Holding Trade Value Shares
Change
Change in
Stake
DSI
401
Daiwa SB Investments
Japan
$50K -$8.12K -240 -14%
Fuller & Thaler Asset Management
402
Fuller & Thaler Asset Management
California
$46K -$67.7K -2,000 -61%
S
403
SignatureFD
Georgia
$46K +$19.2K +567 +78%
JFA
404
JNBA Financial Advisors
Minnesota
$46K +$43.8K +1,295 New
DADC
405
D.A. Davidson & Co
Montana
$42K +$9.78K +289 +31%
Parallax Volatility Advisers
406
Parallax Volatility Advisers
California
$39K +$37.3K +1,102 New
CWM
407
Cranbrook Wealth Management
Michigan
$38K
JG
408
Jefferies Group
New York
$35K -$1.91M -56,361 -98%
KF
409
Krilogy Financial
Missouri
$35K
FANJ
410
Financial Architects (New Jersey)
New Jersey
$33K
GLI
411
Guardian Life Insurance
New York
$31K
FPFS
412
First Personal Financial Services
North Carolina
$30K
National Pension Service
413
National Pension Service
South Korea
$30K +$13.7K +404 +88%
Simplex Trading
414
Simplex Trading
Illinois
$30K +$29K +857 New
NSIM
415
North Star Investment Management
Illinois
$27K
WEC
416
Winslow Evans & Crocker
Massachusetts
$26.7K
TSW
417
Thompson Siegel & Walmsley
Virginia
$26K
LNB
418
Ledyard National Bank
$25K
SAMC
419
Shinko Asset Management Company
Japan
$25K
KT
420
Kanaly Trust
Texas
$24K -$2.77K -82 -11%
TCIM
421
TIAA CREF Investment Management
New York
$22K +$2.38M +70,230 +13%
GAM
422
Gemmer Asset Management
California
$20K
MFS
423
MSI Financial Services
Massachusetts
$19K -$14.7K -433 -44%
NFG
424
Next Financial Group
Texas
$19K -$7.51K -222 -29%
AIM
425
Acrospire Investment Management
Illinois
$18K -$13.5K -400 -44%

UNM Hedge Fund Activity: Q3 2016 in Review

458 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2016, worth a combined $7.68B — up 9.2% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UNM positions and 37 closed out — a net gain of 1 holder — while 141 added to existing stakes and 197 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $23.2M. The largest seller was American Century Companies, cutting an estimated $39.5M.

  • 458 institutional investors held Unum (UNM) as of Q3 2016, down from 464 in Q2 2016.
  • Funds reported $7.68B of Unum stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 38 funds opened new Unum positions in Q3 2016 and 37 closed out, a net change of +1 holder.
  • The largest Unum buyer in Q3 2016 was AQR Capital Management, an estimated $23.2M added.
  • The largest Unum seller in Q3 2016 was American Century Companies, an estimated $39.5M sold.

Based on aggregated 13F filings for Q3 2016.