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410 hedge funds and large institutions have $7.81B invested in Unum in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more call options, than puts

Call options by funds: $8.57M | Put options by funds: $1.87M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

0.71% less ownership

Funds ownership: 92.9%92.19% (-0.71%)

1% less funds holding

Funds holding: 414410 (-4)

25% less capital invested

Capital invested by funds: $10.4B → $7.81B (-$2.63B)

26% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 174

Holders
410
Holders Change
-4
Holders Change %
-0.97%
% of All Funds
10.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
43
Increased
129
Reduced
174
Closed
39
Calls
$8.57M
Puts
$1.87M
Net Calls
+$6.7M
Net Calls Change
+$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
AII
26
AGF Investments Inc
Ontario, Canada
$68M +$2.36M +71,055 +4%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$67.1M +$1.27M +38,400 +2%
BG
28
BlackRock Group
United Kingdom
$64.2M -$1.92M -57,743 -3%
Invesco
29
Invesco
Georgia
$63.7M -$13.8M -415,690 -18%
Prudential Financial
30
Prudential Financial
New Jersey
$61.9M -$29.7M -894,200 -33%
CRM
31
Cramer Rosenthal McGlynn
Connecticut
$52.7M +$9.37M +282,410 +22%
GC
32
Guggenheim Capital
Illinois
$51.2M +$815K +24,563 +2%
Victory Capital Management
33
Victory Capital Management
Texas
$49.7M +$48.9M +1,474,300 New
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$45.5M +$15.1M +456,673 +51%
UBS Group
35
UBS Group
Switzerland
$44.3M -$5.69M -171,432 -12%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$43.4M +$13.4M +403,680 +46%
Legal & General Group
37
Legal & General Group
United Kingdom
$39M -$130K -3,916 -0.3%
WCM
38
Wedge Capital Management
North Carolina
$36.4M +$3.22M +97,145 +10%
Morgan Stanley
39
Morgan Stanley
New York
$35M +$12.2M +368,534 +55%
O
40
OppenheimerFunds
New York
$34.5M +$11.4M +342,730 +50%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$34M -$81.7K -2,463 -0.2%
PPA
42
Parametric Portfolio Associates
Washington
$32.7M +$780K +23,526 +2%
MAA
43
Managed Account Advisors
New Jersey
$30.2M -$201K -6,056 -0.7%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$30M
UBS AM
45
UBS AM
Illinois
$29.4M -$2.05M -61,707 -7%
Deutsche Bank
46
Deutsche Bank
Germany
$27.4M +$4.21M +127,046 +19%
APG Asset Management
47
APG Asset Management
Netherlands
$26.5M +$13.5M +407,654 +108%
Norges Bank
48
Norges Bank
Norway
$26M
Renaissance Technologies
49
Renaissance Technologies
New York
$25.9M +$19M +574,000 +298%
Allianz Asset Management
50
Allianz Asset Management
Germany
$25.6M -$1.95M -58,718 -7%

UNM Hedge Fund Activity: Q1 2015 in Review

410 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2015, worth a combined $7.81B — down 25% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UNM positions and 39 closed out — a net gain of 4 holders — while 129 added to existing stakes and 174 trimmed.

The largest buyer was Millennium Management, adding an estimated $66.5M. The largest seller was Cornerstone Investment Partners, cutting an estimated $150M.

  • 410 institutional investors held Unum (UNM) as of Q1 2015, down from 414 in Q4 2014.
  • Funds reported $7.81B of Unum stock for Q1 2015, down 25% quarter-over-quarter.
  • 43 funds opened new Unum positions in Q1 2015 and 39 closed out, a net change of +4 holders.
  • The largest Unum buyer in Q1 2015 was Millennium Management, an estimated $66.5M added.
  • The largest Unum seller in Q1 2015 was Cornerstone Investment Partners, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2015.