Unum
525 hedge funds and large institutions have $6.64B invested in Unum in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 191 reducing their positions, and 63 closing their positions.
125% more call options, than puts
Call options by funds: $94.8M | Put options by funds: $42.2M
3% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 63
1% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 191
0.17% more ownership
Funds ownership: 85.04% → 85.21% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0% less funds holding
Funds holding: 527 → 525 (-2)
5% less capital invested
Capital invested by funds: $7.02B → $6.64B (-$376M)
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$60.1M |
| 2 |
AssetMark Inc
Concord,
California
|
+$48.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$48.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$40.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$35.5M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$287M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$40.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$38.8M |
| 4 |
State Street
Boston,
Massachusetts
|
-$38.3M |
| 5 |
BlackRock
New York
|
-$36.6M |
UNM Hedge Fund Activity: Q1 2023 in Review
525 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2023, worth a combined $6.64B — down 5.4% from $7.02B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new UNM positions and 63 closed out — a net gain of 2 holders — while 192 added to existing stakes and 191 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $60.1M. The largest seller was Fidelity Investments, cutting an estimated $287M.
- 525 institutional investors held Unum (UNM) as of Q1 2023, down from 527 in Q4 2022.
- Funds reported $6.64B of Unum stock for Q1 2023, down 5.4% quarter-over-quarter.
- 65 funds opened new Unum positions in Q1 2023 and 63 closed out, a net change of +2 holders.
- The largest Unum buyer in Q1 2023 was Citadel Advisors, an estimated $60.1M added.
- The largest Unum seller in Q1 2023 was Fidelity Investments, an estimated $287M sold.
Based on aggregated 13F filings for Q1 2023.