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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
BAM
426
Bruderman Asset Management
New York
$82K +$81K +1,762 New
LNB
427
Ledyard National Bank
$78K
SLF
428
Sun Life Financial
Ontario, Canada
$78K +$77.1K +1,676 +27,933%
VFA
429
Virtus Fund Advisers
Connecticut
$76K
AIM
430
Acrospire Investment Management
Illinois
$75K +$23K +500 +45%
NSIM
431
North Star Investment Management
Illinois
$66K
FDCDDQ
432
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.3K -$1.55M -33,727 -96%
PG
433
PEAK6 Group
Illinois
$60K +$59.4K +1,291 New
CFA
434
Carroll Financial Associates
North Carolina
$55K
DSI
435
Daiwa SB Investments
Japan
$50K -$7.82K -170 -14%
CWM
436
Cranbrook Wealth Management
Michigan
$50K
Lazard Asset Management
437
Lazard Asset Management
New York
$45K -$21.2M -460,652 -100%
KF
438
Krilogy Financial
Missouri
$40K -$6.39K -139 -14%
FPFS
439
First Personal Financial Services
North Carolina
$39K
IA
440
IFP Advisors
Florida
$36K -$56.5K -1,229 -61%
WEC
441
Winslow Evans & Crocker
Massachusetts
$35.3K -$46 -1 -0.1%
NSB
442
Norway Savings Bank
Maine
$35K
TSW
443
Thompson Siegel & Walmsley
Virginia
$34K -$3.34M -72,522 -99%
MLFP
444
MPS Loria Financial Planners
Illinois
$34K +$31.1K +676 New
NFG
445
Next Financial Group
Texas
$33K +$7.63K +166 +31%
FANJ
446
Financial Architects (New Jersey)
New Jersey
$32K +$3.54K +77 +12%
IUHSA
447
Itau Unibanco Holding S.A.
Brazil
$30K +$920 +20 +3%
PA
448
Parallel Advisors
California
$29K
Simplex Trading
449
Simplex Trading
Illinois
$27K -$256K -5,575 -90%
GAM
450
Gemmer Asset Management
California
$26K

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.