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Unum
UNM

493 hedge funds and large institutions have $5.73B invested in Unum in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 167 increasing their positions, 182 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $12.6M

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 182

1.11% less ownership

Funds ownership: 91.96% → 90.85% (-1.1%)

4% less funds holding

Funds holding: 513 → 493 (-20)

20% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 87

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

27% less capital invested

Capital invested by funds: $7.85B → $5.73B (-$2.12B)

Holders
493
Holders Change
-20
Holders Change %
-3.9%
% of All Funds
10.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
70
Increased
167
Reduced
182
Closed
87
Calls
$16.6M
Puts
$12.6M
Net Calls
+$4.03M
Net Calls Change
+$34.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$123M
2
Prudential Financial
Prudential Financial
New Jersey
+$62.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$41.2M
4
Man Group
Man Group
United Kingdom
+$39M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$31.3M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$75.8M
2
Deutsche Bank
Deutsche Bank
Germany
-$63M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$40.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$33.2M
5
Victory Capital Management
Victory Capital Management
Texas
-$33M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
426
Arax Advisory Partners
Colorado
$15K – – –
HCM
427
Highlander Capital Management
New Jersey
$15K – – –
HWM
428
Holloway Wealth Management
Florida
$15K – – –
OIA
429
OneDigital Investment Advisors
Kansas
$15K +$17.5K +500 New
WEC
430
Winslow Evans & Crocker
Massachusetts
$14K – – –
FANJ
431
Financial Architects (New Jersey)
New Jersey
$13K -$3.99K -114 -20%
NFG
432
Next Financial Group
Texas
$13K +$1.19K +34 +8%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$13K +$13.3K +380 +655%
Parallax Volatility Advisers
434
Parallax Volatility Advisers
California
$13K +$15.8K +451 +5,638%
BWP
435
Baldwin Wealth Partners
Massachusetts
$12K – – –
BC
436
Bartlett & Co
Ohio
$12K – – –
BBHC
437
Brown Brothers Harriman & Co
New York
$12K – – –
PCG
438
Private Capital Group
Connecticut
$12K +$7.04K +201 +104%
BCWM
439
Bartlett & Co Wealth Management
Ohio
$11.5K – – –
BTNA
440
Bremer Trust National Association
Minnesota
$11K +$13.1K +373 New
WTC
441
WhitTier Trust Company
Nevada
$10K +$11.9K +340 New
PCP
442
Proficio Capital Partners
Massachusetts
$10K +$12.3K +351 New
Rockefeller Capital Management
443
Rockefeller Capital Management
New York
$9K – – –
AWM
444
Arbor Wealth Management
Florida
$9K +$10.5K +300 New
PAMU
445
Pictet Asset Management (UK)
United Kingdom
$8.12K +$195K +5,583 +2%
CTC
446
Central Trust Company
Missouri
$8K – – –
FBT
447
First Bank & Trust
South Dakota
$8K – – –
MFBTD
448
MB Financial Bank - Trust Department
Illinois
$8K – – –
CAM
449
Cresset Asset Management
Illinois
$8K +$8.99K +257 New
W
450
WealthOne
New York
$8K +$9.94K +284 New
16 17
18
19 20

UNM Hedge Fund Activity: Q4 2018 in Review

493 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2018, worth a combined $5.73B — down 27% from $7.85B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of UNM and 70 opened new positions — a net loss of 17 holders — while 182 trimmed existing stakes and 167 added.

The largest buyer was BlackRock, adding an estimated $123M. The largest seller was JP Morgan Chase, cutting an estimated $75.8M.

  • 493 institutional investors held Unum (UNM) as of Q4 2018, down from 513 in Q3 2018.
  • Funds reported $5.73B of Unum stock for Q4 2018, down 27% quarter-over-quarter.
  • 70 funds opened new Unum positions in Q4 2018 and 87 closed out, a net change of -17 holders.
  • The largest Unum buyer in Q4 2018 was BlackRock, an estimated $123M added.
  • The largest Unum seller in Q4 2018 was JP Morgan Chase, an estimated $75.8M sold.

Based on aggregated 13F filings for Q4 2018.