We are live on ! Find out more

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
FHA
426
Flagship Harbor Advisors
Massachusetts
$31K +$35 +1 +0.1%
HFM
427
Hartford Financial Management
Connecticut
$30K +$30.6K +884 New
LWCFA
428
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
AP
429
Atwood & Palmer
Missouri
$26K -$4.51M -130,117 -99%
DAM
430
Delta Asset Management
Tennessee
$25K
PFGIA
431
Patriot Financial Group Insurance Agency
Massachusetts
$25K
APA
432
American Portfolios Advisors
New York
$23.2K
NSB
433
Norway Savings Bank
Maine
$23K
GLI
434
Guardian Life Insurance
New York
$21K
GT
435
Glenmede Trust
Pennsylvania
$19.5K -$2.17M -62,595 -10%
BBHC
436
Brown Brothers Harriman & Co
New York
$19K +$15.6K +451 +396%
TSW
437
Thompson Siegel & Walmsley
Virginia
$18K -$305K -8,800 -94%
PA
438
Parallel Advisors
California
$18K -$7.79K -225 -30%
AAP
439
Arax Advisory Partners
Colorado
$17K +$17.3K +500 New
WEC
440
Winslow Evans & Crocker
Massachusetts
$16K
FCA
441
FinTrust Capital Advisors
South Carolina
$15K -$2.63K -76 -15%
NFG
442
Next Financial Group
Texas
$15K +$3.22K +93 +27%
GAM
443
Gemmer Asset Management
California
$14K
PCP
444
Proficio Capital Partners
Massachusetts
$14K +$901 +26 +6%
BCWM
445
Bartlett & Co Wealth Management
Ohio
$13.2K
BWP
446
Baldwin Wealth Partners
Massachusetts
$13K
BC
447
Bartlett & Co
Ohio
$13K
SMFS
448
Squar Milner Financial Services
California
$13K +$2.25K +65 +20%
SQA
449
Simon Quick Advisors
New Jersey
$12.1K -$819K -23,640 -99%
WTC
450
WhitTier Trust Company
Nevada
$11K

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.