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458 hedge funds and large institutions have $7.68B invested in Unum in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 141 increasing their positions, 197 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $8.56M | Put options by funds: $4.01M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

9% more capital invested

Capital invested by funds: $7.03B → $7.68B (+$647M)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.02% less ownership

Funds ownership: 93.07%93.06% (-0.02%)

1% less funds holding

Funds holding: 464458 (-6)

28% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 197

Holders
458
Holders Change
-6
Holders Change %
-1.29%
% of All Funds
12.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
141
Reduced
197
Closed
37
Calls
$8.56M
Puts
$4.01M
Net Calls
+$4.55M
Net Calls Change
-$8.16M
Name Holding Trade Value Shares
Change
Change in
Stake
NR
451
Newfound Research
Massachusetts
$2K +$34 +1 +2%
Federated Hermes
452
Federated Hermes
Pennsylvania
$1K -$158K -4,683 -100%
FWM
453
Focused Wealth Management
New York
$1K
HCM
454
Herndon Capital Management
Georgia
$1K
TFO
455
Tarbox Family Office
California
$1K
GWS
456
Glassman Wealth Services
Virginia
$1K +$947 +28 New
MCM
457
MV Capital Management
Maryland
$1K +$1.01K +30 New
FPTW
458
Franklin, Parlapiano, Turner & Welch
Texas
$1K +$1.15K +34 New
VSI
459
Verde Servicos Internacionais
Brazil
-$30.1M -946,456 Closed
HIM
460
Hanlon Investment Management
New Jersey
-$3.96M -124,505 Closed
TI
461
Trexquant Investment
Connecticut
-$3.61M -113,569 Closed
Marshall Wace
462
Marshall Wace
United Kingdom
-$2.89M -90,958 Closed
SM
463
Sciencast Management
New Jersey
-$2.04M -64,100 Closed
PMAM
464
Picton Mahoney Asset Management
Ontario, Canada
-$1.92M -60,500 Closed
BA
465
Bridgewater Associates
Connecticut
-$1.66M -52,300 Closed
CG
466
Clinton Group
New York
-$1.17M -36,853 Closed
HighTower Advisors
467
HighTower Advisors
Illinois
-$1.13M -35,552 Closed
SSA
468
Schonfeld Strategic Advisors
New York
-$851K -26,765 Closed
LOAMS
469
Lombard Odier Asset Management (Switzerland)
Switzerland
-$712K -22,393 Closed
Verition Fund Management
470
Verition Fund Management
Connecticut
-$568K -17,862 Closed
FRM
471
Fox Run Management
Connecticut
-$426K -13,400 Closed
ZDA
472
Zweig-DiMenna Associates
New York
-$353K -11,100 Closed
HI
473
HBK Investments
Texas
-$350K -11,000 Closed
Two Sigma Investments
474
Two Sigma Investments
New York
-$333K -9,840 Closed
Calamos Advisors
475
Calamos Advisors
Illinois
-$311K -9,790 Closed

UNM Hedge Fund Activity: Q3 2016 in Review

458 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2016, worth a combined $7.68B — up 9.2% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UNM positions and 37 closed out — a net gain of 1 holder — while 141 added to existing stakes and 197 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $23.2M. The largest seller was American Century Companies, cutting an estimated $39.5M.

  • 458 institutional investors held Unum (UNM) as of Q3 2016, down from 464 in Q2 2016.
  • Funds reported $7.68B of Unum stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 38 funds opened new Unum positions in Q3 2016 and 37 closed out, a net change of +1 holder.
  • The largest Unum buyer in Q3 2016 was AQR Capital Management, an estimated $23.2M added.
  • The largest Unum seller in Q3 2016 was American Century Companies, an estimated $39.5M sold.

Based on aggregated 13F filings for Q3 2016.