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Unum
UNM

459 hedge funds and large institutions have $4.67B invested in Unum in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 154 increasing their positions, 159 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more call options, than puts

Call options by funds: $73.9M | Put options by funds: $34.3M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

35% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 51

19% more capital invested

Capital invested by funds: $3.93B → $4.67B (+$732M)

3% more funds holding

Funds holding: 444 → 459 (+15)

3% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 159

1.77% less ownership

Funds ownership: 84.16% → 82.39% (-1.8%)

Holders
459
Holders Change
+15
Holders Change %
+3.38%
% of All Funds
8.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
69
Increased
154
Reduced
159
Closed
51
Calls
$73.9M
Puts
$34.3M
Net Calls
+$39.6M
Net Calls Change
+$49.5M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$31.6M
2
Invesco
Invesco
Georgia
+$30.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$29.2M
4
State Street
State Street
Massachusetts
+$22.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$20.8M

Top Sellers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
-$60.7M
2
First Trust Advisors
First Trust Advisors
Illinois
-$42.4M
3
WCM
Wedge Capital Management
North Carolina
-$26.6M
4
Canada Life
Canada Life
Manitoba, Canada
-$20.8M
5
DSC
Donald Smith & Co
New York
-$19.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
426
Private Capital Group
Connecticut
$7K – – –
EI
427
Ellevest Inc
New York
$7K +$986 +38 +18%
TAIM
428
TD Ameritrade Investment Management
Nebraska
$6K – – –
SWA
429
Sutton Wealth Advisors
Florida
$5.76K – – –
MCM
430
Manchester Capital Management
Vermont
$5K -$2.21K -85 -33%
MAM
431
McCarthy Asset Management
California
$5K – – –
WCM
432
Wealthcare Capital Management
Virginia
$5K +$4.36K +168 New
CWP
433
Concord Wealth Partners
Virginia
$5K +$4.96K +191 New
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
HIA
435
Harbor Investment Advisory
Maryland
$4K – – –
SLF
436
Sun Life Financial
Ontario, Canada
$3K -$26 -1 -0.8%
EFSCE
437
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
SFSIG
438
San Francisco Sentry Investment Group
California
$3K – – –
WT
439
Washington Trust
Rhode Island
$3K – – –
PCIA
440
Prime Capital Investment Advisors
Kansas
$3K +$26 +1 +1%
ZB
441
Zions Bancorporation
Utah
$3K +$78 +3 +3%
CI
442
CX Institutional
Indiana
$2K -$22.2K -857 -93%
AWA
443
Arkadios Wealth Advisors
Georgia
$2K – – –
BWM
444
BerganKDV Wealth Management
Minnesota
$2K – – –
DA
445
Denali Advisors
California
$2K – – –
EARNEST Partners
446
EARNEST Partners
Georgia
$2K – – –
WT
447
Whittier Trust
California
$2K – – –
SSC
448
Syverson Strege & Co
Iowa
$2K +$26 +1 +1%
TSW
449
Thompson Siegel & Walmsley
Virginia
$2K +$1.64K +63 New
AIG
450
American International Group
New York
$1.75K -$49.9K -1,923 -3%
16 17
18
19 20

UNM Hedge Fund Activity: Q1 2021 in Review

459 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2021, worth a combined $4.67B — up 19% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new UNM positions and 51 closed out — a net gain of 18 holders — while 154 added to existing stakes and 159 trimmed.

The largest buyer was BlackRock, adding an estimated $31.6M. The largest seller was Prudential plc, cutting an estimated $60.7M.

  • 459 institutional investors held Unum (UNM) as of Q1 2021, up from 444 in Q4 2020.
  • Funds reported $4.67B of Unum stock for Q1 2021, up 19% quarter-over-quarter.
  • 69 funds opened new Unum positions in Q1 2021 and 51 closed out, a net change of +18 holders.
  • The largest Unum buyer in Q1 2021 was BlackRock, an estimated $31.6M added.
  • The largest Unum seller in Q1 2021 was Prudential plc, an estimated $60.7M sold.

Based on aggregated 13F filings for Q1 2021.