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494 hedge funds and large institutions have $9.84B invested in Unum in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

696% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $1.95M

5% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 41

1% less funds holding

Funds holding: 497494 (-3)

0.63% less ownership

Funds ownership: 93.12%92.49% (-0.63%)

2% less capital invested

Capital invested by funds: $10B → $9.84B (-$166M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 202

Holders
494
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
12.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
43
Increased
162
Reduced
202
Closed
41
Calls
$15.6M
Puts
$1.95M
Net Calls
+$13.6M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Ninety One (UK)
26
Ninety One (UK)
United Kingdom
$88.7M -$491K -10,673 -0.6%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$80.4M -$1.83M -39,886 -2%
GC
28
Guggenheim Capital
Illinois
$70.3M -$486K -10,577 -0.7%
SFM
29
Systematic Financial Management
New Jersey
$62.6M -$948K -20,612 -2%
Legal & General Group
30
Legal & General Group
United Kingdom
$58.2M +$1.41M +30,617 +3%
AII
31
AGF Investments Inc
Ontario, Canada
$55.7M +$1.01M +21,902 +2%
Bank of America
32
Bank of America
North Carolina
$53.7M -$8M -173,916 -13%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$49.8M -$1.95M -42,409 -4%
Charles Schwab
34
Charles Schwab
California
$49.4M +$724K +15,747 +2%
HAI
35
Hennessy Advisors Inc
California
$43.4M -$1.75M -38,100 -4%
Morgan Stanley
36
Morgan Stanley
New York
$42.9M -$14.5M -314,391 -25%
DekaBank Deutsche Girozentrale
37
DekaBank Deutsche Girozentrale
Germany
$41.2M +$1.06M +23,072 +3%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$40.8M +$31.7M +688,176 +370%
PPA
39
Parametric Portfolio Associates
Washington
$40M +$16.2M +352,190 +70%
GT
40
Glenmede Trust
Pennsylvania
$39.8M
Swiss National Bank
41
Swiss National Bank
Switzerland
$38.9M +$584K +12,700 +2%
Invesco
42
Invesco
Georgia
$38.4M -$2.86M -62,290 -7%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$35.8M +$5.9M +128,323 +20%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$35.3M -$230K -5,000 -0.7%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$35.1M -$4.2M -91,244 -11%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$34.8M +$1.75M +38,078 +5%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$34.2M -$2.34M -50,921 -6%
AAMU
48
Amundi Asset Management US
Massachusetts
$33.5M -$872K -18,963 -3%
UBS AM
49
UBS AM
Illinois
$33.1M +$2.07M +44,916 +7%
Wells Fargo
50
Wells Fargo
California
$32.8M -$1.84M -40,014 -5%

UNM Hedge Fund Activity: Q2 2017 in Review

494 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2017, worth a combined $9.84B — down 1.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UNM positions and 41 closed out — a net gain of 2 holders — while 162 added to existing stakes and 202 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $93.7M. The largest seller was AQR Capital Management, cutting an estimated $59.4M.

  • 494 institutional investors held Unum (UNM) as of Q2 2017, down from 497 in Q1 2017.
  • Funds reported $9.84B of Unum stock for Q2 2017, down 1.7% quarter-over-quarter.
  • 43 funds opened new Unum positions in Q2 2017 and 41 closed out, a net change of +2 holders.
  • The largest Unum buyer in Q2 2017 was Janus Henderson Group, an estimated $93.7M added.
  • The largest Unum seller in Q2 2017 was AQR Capital Management, an estimated $59.4M sold.

Based on aggregated 13F filings for Q2 2017.