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512 hedge funds and large institutions have $6.61B invested in Unum in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 172 increasing their positions, 194 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $11.3M

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

15% more capital invested

Capital invested by funds: $5.73B → $6.61B (+$880M)

4% more funds holding

Funds holding: 493512 (+19)

0.48% more ownership

Funds ownership: 90.85%91.33% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

11% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 194

Holders
512
Holders Change
+19
Holders Change %
+3.85%
% of All Funds
11.08%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
68
Increased
172
Reduced
194
Closed
45
Calls
$23.5M
Puts
$11.3M
Net Calls
+$12.2M
Net Calls Change
+$8.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$47.7M -$6.47M -185,917 -12%
Charles Schwab
27
Charles Schwab
California
$47.1M +$2.65M +76,144 +6%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$44.6M +$6.93M +199,000 +18%
Two Sigma Investments
29
Two Sigma Investments
New York
$42.4M +$23.9M +686,506 +121%
NIMC
30
NWQ Investment Management Company
California
$40.5M +$2.52M +72,493 +6%
DZ Bank
31
DZ Bank
Germany
$39.3M -$396K -11,387 -1%
AAMU
32
Amundi Asset Management US
Massachusetts
$36.3M -$1.12M -32,118 -3%
Millennium Management
33
Millennium Management
New York
$36.3M -$4.81M -138,259 -11%
Renaissance Technologies
34
Renaissance Technologies
New York
$35.5M +$19M +547,100 +109%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$35.4M -$16.9M -485,367 -32%
PPA
36
Parametric Portfolio Associates
Washington
$33.4M +$1.48M +42,386 +4%
CCMG
37
Clark Capital Management Group
Pennsylvania
$33.2M +$2.3M +65,941 +7%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$32.3M +$2.4M +69,059 +8%
BCM
39
Bridgeway Capital Management
Texas
$30.9M -$996K -28,600 -3%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$30.9M -$836K -24,027 -3%
Man Group
41
Man Group
United Kingdom
$29.7M -$28.9M -829,294 -49%
UBS AM
42
UBS AM
Illinois
$28.5M -$90.5K -2,599 -0.3%
Bank of America
43
Bank of America
North Carolina
$28.1M +$236K +6,769 +0.8%
WCM
44
Wedge Capital Management
North Carolina
$26M -$3.2M -91,980 -11%
Swiss National Bank
45
Swiss National Bank
Switzerland
$24.7M +$829K +23,800 +3%
TCIM
46
TIAA CREF Investment Management
New York
$24.6M +$11M +316,320 +77%
Citigroup
47
Citigroup
New York
$24.5M +$397K +11,412 +2%
Citadel Advisors
48
Citadel Advisors
Florida
$24.3M +$9.77M +280,732 +64%
Bank of Nova Scotia
49
Bank of Nova Scotia
Ontario, Canada
$23.8M +$20.5M +587,440 +493%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$22.4M -$1.96M -56,310 -8%

UNM Hedge Fund Activity: Q1 2019 in Review

512 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2019, worth a combined $6.61B — up 15% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new UNM positions and 45 closed out — a net gain of 23 holders — while 172 added to existing stakes and 194 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $43.5M. The largest seller was Vanguard Group, cutting an estimated $50.5M.

  • 512 institutional investors held Unum (UNM) as of Q1 2019, up from 493 in Q4 2018.
  • Funds reported $6.61B of Unum stock for Q1 2019, up 15% quarter-over-quarter.
  • 68 funds opened new Unum positions in Q1 2019 and 45 closed out, a net change of +23 holders.
  • The largest Unum buyer in Q1 2019 was Deutsche Bank, an estimated $43.5M added.
  • The largest Unum seller in Q1 2019 was Vanguard Group, an estimated $50.5M sold.

Based on aggregated 13F filings for Q1 2019.