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549 hedge funds and large institutions have $9.79B invested in Unum in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 207 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.32% more ownership

Funds ownership: 91.68%93.01% (+1.3%)

3% less funds holding

Funds holding: 565549 (-16)

11% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 207

13% less capital invested

Capital invested by funds: $11.3B → $9.79B (-$1.48B)

14% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 69

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

51% less call options, than puts

Call options by funds: $8.61M | Put options by funds: $17.7M

Holders
549
Holders Change
-16
Holders Change %
-2.83%
% of All Funds
12.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
59
Increased
184
Reduced
207
Closed
69
Calls
$8.61M
Puts
$17.7M
Net Calls
-$9.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$67.6M +$74.2M +1,420,499 New
Boston Partners
27
Boston Partners
Massachusetts
$66.6M -$97M -1,856,397 -57%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$66.3M +$12.4M +236,663 +20%
GC
29
Guggenheim Capital
Illinois
$64.3M +$5.72M +109,423 +9%
Morgan Stanley
30
Morgan Stanley
New York
$61.7M +$22.5M +429,913 +50%
AII
31
AGF Investments Inc
Ontario, Canada
$60.6M +$1M +19,206 +2%
Legal & General Group
32
Legal & General Group
United Kingdom
$57.5M -$1.97M -37,774 -3%
Citadel Advisors
33
Citadel Advisors
Florida
$55.3M +$25.8M +494,167 +74%
AAMU
34
Amundi Asset Management US
Massachusetts
$54.8M +$6.45M +123,358 +12%
Charles Schwab
35
Charles Schwab
California
$54.2M +$2.29M +43,904 +4%
Allianz Asset Management
36
Allianz Asset Management
Germany
$51.6M -$6.54M -125,229 -10%
GT
37
Glenmede Trust
Pennsylvania
$48.4M
PPA
38
Parametric Portfolio Associates
Washington
$46.8M -$816K -15,621 -2%
Deutsche Bank
39
Deutsche Bank
Germany
$46.8M +$12.4M +238,038 +32%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$45.4M +$26.9M +514,129 +117%
Bank of America
41
Bank of America
North Carolina
$44.8M -$2.13M -40,825 -4%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$44.3M +$12.3M +235,631 +34%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$43.6M -$2.73M -52,215 -5%
DekaBank Deutsche Girozentrale
44
DekaBank Deutsche Girozentrale
Germany
$43M +$1.71M +32,689 +4%
APG Asset Management
45
APG Asset Management
Netherlands
$41M -$14.9M -285,600 -21%
UBS AM
46
UBS AM
Illinois
$39.6M +$5.59M +106,936 +15%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$36.3M +$17.2M +329,196 +76%
Invesco
48
Invesco
Georgia
$36M -$534K -10,228 -1%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$35.6M -$2.21M -42,390 -5%
TA
50
Teachers Advisors
New York
$35.1M -$77.8K -1,489 -0.2%

UNM Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2018, worth a combined $9.79B — down 13% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of UNM and 59 opened new positions — a net loss of 10 holders — while 207 trimmed existing stakes and 184 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $74.2M. The largest seller was Boston Partners, cutting an estimated $97M.

  • 549 institutional investors held Unum (UNM) as of Q1 2018, down from 565 in Q4 2017.
  • Funds reported $9.79B of Unum stock for Q1 2018, down 13% quarter-over-quarter.
  • 59 funds opened new Unum positions in Q1 2018 and 69 closed out, a net change of -10 holders.
  • The largest Unum buyer in Q1 2018 was Schroder Investment Management Group, an estimated $74.2M added.
  • The largest Unum seller in Q1 2018 was Boston Partners, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2018.