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494 hedge funds and large institutions have $9.84B invested in Unum in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

696% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $1.95M

5% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 41

1% less funds holding

Funds holding: 497494 (-3)

0.63% less ownership

Funds ownership: 93.12%92.49% (-0.63%)

2% less capital invested

Capital invested by funds: $10B → $9.84B (-$166M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 202

Holders
494
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
12.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
43
Increased
162
Reduced
202
Closed
41
Calls
$15.6M
Puts
$1.95M
Net Calls
+$13.6M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
WPP
401
Whalerock Point Partners
Rhode Island
$211K +$208K +4,525 New
GRQ
402
Gardner Russo & Quinn
Pennsylvania
$210K
GAM
403
Gotham Asset Management
New York
$209K +$1.61K +35 +0.8%
KI
404
Koch Industries
Kansas
$209K +$206K +4,482 New
JFGIW
405
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K
CT
406
Coastline Trust
Rhode Island
$200K
WTB
407
Washington Trust Bank
Washington
$196K
SC
408
SRB Corp
Massachusetts
$186K +$13.6K +295 +8%
Federated Hermes
409
Federated Hermes
Pennsylvania
$180K -$16.9K -367 -9%
QI
410
QS Investors
New York
$171K -$428K -9,300 -72%
NIMI
411
Natixis Investment Managers International
France
$163K -$1.15M -24,971 -88%
OMCS
412
Old Mutual Customised Solutions
South Africa
$161K
HNB
413
Huntington National Bank
Ohio
$160K +$32.2K +700 +26%
JCM
414
Jacobi Capital Management
Pennsylvania
$159K +$153K +3,331 New
CBT
415
Capital Bank & Trust
California
$150K +$148K +3,216 New
RIM
416
Rampart Investment Management
Connecticut
$123K +$91.6K +1,992 +311%
CCM
417
Cribstone Capital Management
Maine
$118K
WAM
418
Wealthspire Advisors (Maryland)
Maryland
$105K -$8.74K -190 -8%
BTIS
419
BB&T Investment Services
North Carolina
$100K +$42.3K +919 +80%
PSUF
420
People's United Financial
Connecticut
$98K
NEI
421
Northwest & Ethical Investments
Ontario, Canada
$97.9K -$2.83M -61,544 -97%
WT
422
Whittier Trust
California
$93K
QT
423
Quantbot Technologies
New York
$92K -$908K -19,740 -91%
First Manhattan
424
First Manhattan
New York
$86K -$115K -2,500 -57%
FIB
425
First Interstate Bank
Montana
$82K

UNM Hedge Fund Activity: Q2 2017 in Review

494 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2017, worth a combined $9.84B — down 1.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UNM positions and 41 closed out — a net gain of 2 holders — while 162 added to existing stakes and 202 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $93.7M. The largest seller was AQR Capital Management, cutting an estimated $59.4M.

  • 494 institutional investors held Unum (UNM) as of Q2 2017, down from 497 in Q1 2017.
  • Funds reported $9.84B of Unum stock for Q2 2017, down 1.7% quarter-over-quarter.
  • 43 funds opened new Unum positions in Q2 2017 and 41 closed out, a net change of +2 holders.
  • The largest Unum buyer in Q2 2017 was Janus Henderson Group, an estimated $93.7M added.
  • The largest Unum seller in Q2 2017 was AQR Capital Management, an estimated $59.4M sold.

Based on aggregated 13F filings for Q2 2017.