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549 hedge funds and large institutions have $9.79B invested in Unum in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 207 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.32% more ownership

Funds ownership: 91.68%93.01% (+1.3%)

3% less funds holding

Funds holding: 565549 (-16)

11% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 207

13% less capital invested

Capital invested by funds: $11.3B → $9.79B (-$1.48B)

14% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 69

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

51% less call options, than puts

Call options by funds: $8.61M | Put options by funds: $17.7M

Holders
549
Holders Change
-16
Holders Change %
-2.83%
% of All Funds
12.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
59
Increased
184
Reduced
207
Closed
69
Calls
$8.61M
Puts
$17.7M
Net Calls
-$9.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
WPP
426
Whalerock Point Partners
Rhode Island
$212K +$20.9K +400 +10%
NFA
427
Nuveen Fund Advisors
Illinois
$211K -$21.8K -418 -9%
CT
428
Coastline Trust
Rhode Island
$204K
Calamos Advisors
429
Calamos Advisors
Illinois
$203K
LNWWM
430
Laird Norton Wetherby Wealth Management
California
$201K +$2.3K +44 +1%
CFG
431
Citizens Financial Group
Rhode Island
$197K -$125K -2,400 -37%
SWP
432
Stratos Wealth Partners
Ohio
$192K -$24.7K -472 -10%
EOJOAM
433
E. Ohman J:or Asset Management
Sweden
$190K -$104K -2,000 -33%
SC
434
SRB Corp
Massachusetts
$190K +$22.3K +427 +12%
ACA
435
Atlas Capital Advisors
Wyoming
$176K +$193K +3,690 New
QI
436
QS Investors
New York
$175K
LNB
437
Ledyard National Bank
$170K -$14.1K -270 -7%
OMCS
438
Old Mutual Customised Solutions
South Africa
$165K
HNB
439
Huntington National Bank
Ohio
$163K
WTB
440
Washington Trust Bank
Washington
$162K -$42.2K -807 -19%
CBT
441
Capital Bank & Trust
California
$153K
WAM
442
Wealthspire Advisors (Maryland)
Maryland
$106K -$1.57K -30 -1%
NSIM
443
North Star Investment Management
Illinois
$102K +$38.7K +740 +52%
WT
444
Whittier Trust
California
$95K -$52 -1 -0.1%
Fuller & Thaler Asset Management
445
Fuller & Thaler Asset Management
California
$95K +$20.9K +400 +25%
BAM
446
Bruderman Asset Management
New York
$84K +$92.1K +1,762 New
JA
447
JOYN Advisors
Georgia
$82K +$90.3K +1,729 New
FIB
448
First Interstate Bank
Montana
$81K
S
449
SignatureFD
Georgia
$81K +$88.7K +1,698 New
SCM
450
Silvant Capital Management
Georgia
$76K +$83.2K +1,593 New

UNM Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2018, worth a combined $9.79B — down 13% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of UNM and 59 opened new positions — a net loss of 10 holders — while 207 trimmed existing stakes and 184 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $74.2M. The largest seller was Boston Partners, cutting an estimated $97M.

  • 549 institutional investors held Unum (UNM) as of Q1 2018, down from 565 in Q4 2017.
  • Funds reported $9.79B of Unum stock for Q1 2018, down 13% quarter-over-quarter.
  • 59 funds opened new Unum positions in Q1 2018 and 69 closed out, a net change of -10 holders.
  • The largest Unum buyer in Q1 2018 was Schroder Investment Management Group, an estimated $74.2M added.
  • The largest Unum seller in Q1 2018 was Boston Partners, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2018.