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391 hedge funds and large institutions have $2.98B invested in Unum in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $17.9M

4% less capital invested

Capital invested by funds: $3.12B → $2.98B (-$136M)

5% less funds holding

Funds holding: 411391 (-20)

5.44% less ownership

Funds ownership: 92.39%86.95% (-5.4%)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

28% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 58

Holders
391
Holders Change
-20
Holders Change %
-4.87%
% of All Funds
7.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
42
Increased
139
Reduced
157
Closed
58
Calls
$18.4M
Puts
$17.9M
Net Calls
+$478K
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$16.8M -$1.26M -71,055 -7%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$16.7M +$1.06M +59,718 +7%
ZP
28
Zimmer Partners
New York
$15M +$9.16M +515,000 +137%
Two Sigma Investments
29
Two Sigma Investments
New York
$14.8M -$12.1M -677,919 -44%
Axa
30
Axa
France
$14.2M +$3.24M +182,100 +28%
Man Group
31
Man Group
United Kingdom
$14M -$985K -55,370 -6%
Bank of America
32
Bank of America
North Carolina
$13.9M -$1.56M -87,453 -10%
Canada Life
33
Canada Life
Manitoba, Canada
$13.2M +$102K +5,738 +0.7%
JP Morgan Chase
34
JP Morgan Chase
New York
$12.8M +$11.6M +651,629 +579%
Deutsche Bank
35
Deutsche Bank
Germany
$12.4M -$6.42M -361,249 -33%
Ameriprise
36
Ameriprise
Minnesota
$12.3M -$235K -13,207 -2%
N
37
Nuveen
North Carolina
$11.7M -$1.03M -58,023 -8%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$11.3M -$6.45M -362,702 -35%
GWI
39
Grace & White Inc
New York
$11.2M -$45.3K -2,546 -0.4%
FP
40
Foundry Partners
Minnesota
$11.2M -$8.77M -493,150 -43%
VRS
41
Virginia Retirement Systems
Virginia
$11.1M +$517K +29,100 +5%
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
$11.1M +$4.82M +271,235 +70%
MSL
43
Mackay Shields LLC
New York
$9.68M +$942K +52,950 +10%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$9.43M -$6.11M -343,733 -38%
Legal & General Group
45
Legal & General Group
United Kingdom
$8.73M -$8.03M -451,685 -47%
AllianceBernstein
46
AllianceBernstein
Tennessee
$8.73M +$42.7K +2,400 +0.5%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$8.26M +$313K +17,605 +4%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$8.22M +$3.35M +188,660 +63%
Principal Financial Group
49
Principal Financial Group
Iowa
$8.14M +$552K +31,013 +7%
UBS Group
50
UBS Group
Switzerland
$8.13M +$2.28M +127,972 +36%

UNM Hedge Fund Activity: Q3 2020 in Review

391 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2020, worth a combined $2.98B — down 4.4% from $3.12B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UNM and 42 opened new positions — a net loss of 16 holders — while 157 trimmed existing stakes and 139 added.

The largest buyer was Charles Schwab, adding an estimated $12.2M. The largest seller was Prudential Financial, cutting an estimated $46.6M.

  • 391 institutional investors held Unum (UNM) as of Q3 2020, down from 411 in Q2 2020.
  • Funds reported $2.98B of Unum stock for Q3 2020, down 4.4% quarter-over-quarter.
  • 42 funds opened new Unum positions in Q3 2020 and 58 closed out, a net change of -16 holders.
  • The largest Unum buyer in Q3 2020 was Charles Schwab, an estimated $12.2M added.
  • The largest Unum seller in Q3 2020 was Prudential Financial, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2020.