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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
APA
401
American Portfolios Advisors
New York
$23.9K
TPCW
402
TD Private Client Wealth
New York
$23.4K -$11.7K -420 -36%
TCWA
403
Ten Capital Wealth Advisors
Washington
$21K
TWM
404
Tradition Wealth Management
Minnesota
$20K
Macquarie Group
405
Macquarie Group
Australia
$19.8K
DBG
406
De Burlo Group
Massachusetts
$18.9K +$16.8K +600 New
BWA
407
BDO Wealth Advisors
Florida
$18K
BBPWM
408
Blue Bell Private Wealth Management
Pennsylvania
$18K
BBHC
409
Brown Brothers Harriman & Co
New York
$17K
EWA
410
EverSource Wealth Advisors
Alabama
$14K -$196 -7 -2%
FCA
411
FinTrust Capital Advisors
South Carolina
$14K
AWM
412
Accel Wealth Management
Iowa
$13K
BWP
413
Baldwin Wealth Partners
Massachusetts
$13K
RA
414
Rise Advisors
New York
$13K +$112 +4 +1%
BCWM
415
Bartlett & Co Wealth Management
Ohio
$12.4K +$11K +392 New
BC
416
Bartlett & Co
Ohio
$12K +$11K +392 New
T
417
TCWP
Ohio
$11K +$10.6K +380 New
HWA
418
Heritage Wealth Advisors
Virginia
$10K
WTA
419
Washington Trust Advisors
Massachusetts
$10K
MCC
420
Money Concepts Capital
Florida
$10K +$8.72K +312 New
Loomis, Sayles & Company
421
Loomis, Sayles & Company
Massachusetts
$10K +$9.28K +332 New
GLLW
422
Graves Light Lenhart Wealth
Virginia
$8K
NOI
423
Newton One Investments
Delaware
$8K
OC
424
Oakworth Capital
Alabama
$8K
PCG
425
Private Capital Group
Connecticut
$8K

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.