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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
PRC
401
Pearl River Capital
Michigan
$113K +$116K +3,359 New
CFGS
402
Concourse Financial Group Securities
Alabama
$102K -$1K -29 -0.9%
CBT
403
Capital Bank & Trust
California
$101K
Group One Trading
404
Group One Trading
Illinois
$98K +$102K +2,931 New
S
405
SignatureFD
Georgia
$88K -$27.7K -800 -23%
CG
406
Cutler Group
California
$88K +$41.2K +1,189 +82%
ACA
407
Atlas Capital Advisors
Wyoming
$82.7K +$75.2K +2,172 +744%
HI
408
Human Investing
Oregon
$75K -$1.8K -52 -2%
FPS
409
Fieldpoint Private Securities
Connecticut
$66K +$68.5K +1,978 New
TAIM
410
TD Ameritrade Investment Management
Nebraska
$65K +$59.6K +1,722 +772%
BFEC
411
Benjamin F. Edwards & Company
Missouri
$63K -$8.04K -232 -11%
CFG
412
Citizens Financial Group
Rhode Island
$62K
OC
413
Oakworth Capital
Alabama
$59K +$52K +1,500 +598%
FIB
414
First Interstate Bank
Montana
$55K
CIA
415
CSat Investment Advisory
Michigan
$54K +$20K +578 +56%
SF
416
Synovus Financial
Georgia
$51K
O
417
Ossiam
France
$48K -$2.49M -72,016 -98%
QCG
418
Quadrant Capital Group
Ohio
$40K -$26.7K -770 -37%
CFA
419
Carroll Financial Associates
North Carolina
$40K
CCM
420
Cribstone Capital Management
Maine
$38K
FMT
421
First Mercantile Trust
Tennessee
$36K -$10K -290 -21%
CWM
422
Cranbrook Wealth Management
Michigan
$36K
SCA
423
Stonebridge Capital Advisors
Minnesota
$35K +$36.5K +1,054 New
First Manhattan
424
First Manhattan
New York
$33K
Carson Wealth (CWM LLC)
425
Carson Wealth (CWM LLC)
Nebraska
$32K

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.