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391 hedge funds and large institutions have $2.98B invested in Unum in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $17.9M

4% less capital invested

Capital invested by funds: $3.12B → $2.98B (-$136M)

5% less funds holding

Funds holding: 411391 (-20)

5.44% less ownership

Funds ownership: 92.39%86.95% (-5.4%)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

28% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 58

Holders
391
Holders Change
-20
Holders Change %
-4.87%
% of All Funds
7.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
42
Increased
139
Reduced
157
Closed
58
Calls
$18.4M
Puts
$17.9M
Net Calls
+$478K
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
426
Cetera Advisor Networks
California
-$142K -8,551 Closed
PWP
427
Principle Wealth Partners
Connecticut
-$110K -6,620 Closed
NIT
428
NumerixS Investment Technologies
British Columbia, Canada
-$103K -6,222 Closed
PAG
429
Private Advisor Group
New Jersey
-$90K -5,424 Closed
SF
430
Synovus Financial
Georgia
-$76K -4,590 Closed
HIM
431
Hillsdale Investment Management
Ontario, Canada
-$61K -3,650 Closed
C
432
Cerebellum
California
-$125K -2,278 Closed
PIMG
433
Patriot Investment Management Group
Tennessee
-$33.2K -2,000 Closed
RIM
434
Rampart Investment Management
Connecticut
-$26K -1,588 Closed
CFG
435
Citizens Financial Group
Rhode Island
-$21K -1,251 Closed
SCA
436
Stonebridge Capital Advisors
Minnesota
-$17K -1,054 Closed
RG
437
Retirement Group
California
-$25K -1,000 Closed
OPS
438
Orion Portfolio Solutions
Nebraska
-$16K -962 Closed
Skandinaviska Enskilda Banken (SEB)
439
Skandinaviska Enskilda Banken (SEB)
Sweden
-$10K -600 Closed
AssetMark Inc
440
AssetMark Inc
California
-$9K -543 Closed
YAL
441
Your Advocates Ltd
Texas
-$5K -305 Closed
FWM
442
Filbrandt Wealth Management
Wisconsin
-$4K -250 Closed
BL
443
Balentine LLC
Georgia
-$2K -144 Closed
ST
444
Sageworth Trust
Pennsylvania
-$1K -34 Closed
BWM
445
Baystate Wealth Management
Massachusetts
+$18 +1 +10%

UNM Hedge Fund Activity: Q3 2020 in Review

391 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2020, worth a combined $2.98B — down 4.4% from $3.12B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UNM and 42 opened new positions — a net loss of 16 holders — while 157 trimmed existing stakes and 139 added.

The largest buyer was Charles Schwab, adding an estimated $12.2M. The largest seller was Prudential Financial, cutting an estimated $46.6M.

  • 391 institutional investors held Unum (UNM) as of Q3 2020, down from 411 in Q2 2020.
  • Funds reported $2.98B of Unum stock for Q3 2020, down 4.4% quarter-over-quarter.
  • 42 funds opened new Unum positions in Q3 2020 and 58 closed out, a net change of -16 holders.
  • The largest Unum buyer in Q3 2020 was Charles Schwab, an estimated $12.2M added.
  • The largest Unum seller in Q3 2020 was Prudential Financial, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2020.