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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
AWM
451
Arbor Wealth Management
Florida
$10K
SSB
452
Sandy Spring Bank
Maryland
$10K +$10.1K +293 New
FBT
453
First Bank & Trust
South Dakota
$9K
GRP
454
Global Retirement Partners
California
$9K
CCM
455
Covington Capital Management
California
$9K +$69 +2 +0.8%
BCA
456
Berman Capital Advisors
Georgia
$9K +$5.02K +145 +97%
CTC
457
Central Trust Company
Missouri
$8K
EI
458
Ellevest Inc
New York
$8K +$8.38K +242 New
SWA
459
Sutton Wealth Advisors
Florida
$7.11K
PCG
460
Private Capital Group
Connecticut
$7K -$34.1K -984 -85%
ME
461
McIlrath & Eck
Washington
$7K
TFS
462
TrustCore Financial Services
Tennessee
$7K
ZB
463
Zions Bancorporation
Utah
$7K
SLF
464
Sun Life Financial
Ontario, Canada
$6K -$6.68K -193 -53%
TWA
465
TCI Wealth Advisors
Arizona
$6K -$277 -8 -5%
GSWM
466
Golden State Wealth Management
California
$6K
JFGIW
467
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6K
SBL
468
Sargent Bickham Lagudis
Colorado
$6K
SIM
469
Sonora Investment Management
Arizona
$5K
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$5K +$139 +4 +3%
TFO
471
Tarbox Family Office
California
$4K -$4.16K -120 -51%
VCM
472
Versant Capital Management
Arizona
$4K -$2.11K -61 -30%
RCAG
473
Rehmann Capital Advisory Group
Michigan
$3.69K -$1.21K -35 -24%
CAW
474
Cornerstone Advisors (Washington)
Washington
$3K
EARNEST Partners
475
EARNEST Partners
Georgia
$3K

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.