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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
Geode Capital Management
26
Geode Capital Management
Massachusetts
$71.3M +$3.29M +97,293 +5%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$71M -$12.7M -375,909 -16%
BA
28
BlackRock Advisors
Delaware
$60.5M -$2.07M -61,070 -3%
Invesco
29
Invesco
Georgia
$50.4M -$12.5M -370,324 -21%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$47.6M +$2.63M +77,616 +6%
Charles Schwab
31
Charles Schwab
California
$46.1M +$8.36M +246,981 +23%
Bank of America
32
Bank of America
North Carolina
$45.1M -$7.26M -214,457 -14%
GC
33
Guggenheim Capital
Illinois
$43.3M +$1.11M +32,811 +3%
Legal & General Group
34
Legal & General Group
United Kingdom
$42.5M +$482K +14,243 +1%
Norges Bank
35
Norges Bank
Norway
$39M -$5.53M -163,578 -12%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$39M -$368K -10,883 -1%
Korea Investment Corp
37
Korea Investment Corp
South Korea
$37.3M +$1.76M +52,000 +5%
PPA
38
Parametric Portfolio Associates
Washington
$34.4M -$171K -5,065 -0.5%
DekaBank Deutsche Girozentrale
39
DekaBank Deutsche Girozentrale
Germany
$32.8M +$3.29M +97,167 +11%
Prudential Financial
40
Prudential Financial
New Jersey
$30M -$2.34M -69,160 -8%
Lord, Abbett & Co
41
Lord, Abbett & Co
New Jersey
$28.9M -$3.31M -97,900 -11%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$28.4M -$1.58M -46,600 -5%
Morgan Stanley
43
Morgan Stanley
New York
$27.9M -$13.6M -403,354 -34%
Wells Fargo
44
Wells Fargo
California
$27.8M +$177K +5,224 +0.7%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$27.7M -$3.71M -109,800 -12%
UBS AM
46
UBS AM
Illinois
$26.2M +$3.39M +100,338 +16%
WCM
47
Wedge Capital Management
North Carolina
$25.9M -$317K -9,356 -1%
BIM
48
BlackRock Investment Management
Delaware
$25.1M +$45.7K +1,350 +0.2%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$24.6M +$233K +6,901 +1%
TA
50
Teachers Advisors
New York
$24.5M +$1.86M +55,015 +9%

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.