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579 hedge funds and large institutions have $8.14B invested in Unum in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 193 increasing their positions, 234 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $79.3M | Put options by funds: $46.8M

68% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 40

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 556579 (+23)

2% more capital invested

Capital invested by funds: $7.97B → $8.14B (+$175M)

0.51% less ownership

Funds ownership: 84.81%84.31% (-0.51%)

18% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 234

Holders
579
Holders Change
+23
Holders Change %
+4.14%
% of All Funds
9.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
67
Increased
193
Reduced
234
Closed
40
Calls
$79.3M
Puts
$46.8M
Net Calls
+$32.5M
Net Calls Change
-$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$45.1M -$1.77M -36,268 -4%
N
27
Nuveen
North Carolina
$44.8M -$8.22M -168,113 -16%
BCM
28
Boone Capital Management
Georgia
$42.7M +$489K +10,000 +1%
Prudential Financial
29
Prudential Financial
New Jersey
$40.9M +$3.33M +68,030 +9%
WCM
30
Wedge Capital Management
North Carolina
$36.6M -$1.8M -36,723 -5%
Millennium Management
31
Millennium Management
New York
$36.3M -$8.36M -170,977 -19%
First Trust Advisors
32
First Trust Advisors
Illinois
$33.5M -$3.11M -63,613 -9%
Principal Financial Group
33
Principal Financial Group
Iowa
$33.4M -$836K -17,095 -2%
VRS
34
Virginia Retirement Systems
Virginia
$31.9M -$142K -2,900 -0.4%
LP
35
LMR Partners
United Kingdom
$30.7M -$1.32M -27,102 -4%
Man Group
36
Man Group
United Kingdom
$30.5M -$32.3M -661,468 Closed
CCMG
37
Clark Capital Management Group
Pennsylvania
$29.1M +$28.9M +591,538 New
JP Morgan Chase
38
JP Morgan Chase
New York
$29M -$1.1M -22,563 -4%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$29M -$216K -4,412 -0.7%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$28.8M -$34.2M -700,015 -54%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$28.6M -$1.26M -25,854 -4%
UBS Group
42
UBS Group
Switzerland
$27.7M +$10.4M +212,824 +61%
Legal & General Group
43
Legal & General Group
United Kingdom
$26.6M -$463K -9,479 -2%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$26.6M +$25.4M +518,830 +2,441%
Skandinaviska Enskilda Banken (SEB)
45
Skandinaviska Enskilda Banken (SEB)
Sweden
$26.6M -$12.1M -247,180 -31%
GWI
46
Grace & White Inc
New York
$25.9M -$1.67M -34,217 -6%
Bank of America
47
Bank of America
North Carolina
$25.8M -$940K -19,228 -4%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.8M +$1.41M +28,938 +7%
Swiss National Bank
49
Swiss National Bank
Switzerland
$21.3M +$152K +3,100 +0.7%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$21.3M -$1M -20,521 -5%

UNM Hedge Fund Activity: Q3 2023 in Review

579 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2023, worth a combined $8.14B — up 2.2% from $7.97B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new UNM positions and 40 closed out — a net gain of 27 holders — while 193 added to existing stakes and 234 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $42.8M. The largest seller was Acadian Asset Management, cutting an estimated $34.2M.

  • 579 institutional investors held Unum (UNM) as of Q3 2023, up from 556 in Q2 2023.
  • Funds reported $8.14B of Unum stock for Q3 2023, up 2.2% quarter-over-quarter.
  • 67 funds opened new Unum positions in Q3 2023 and 40 closed out, a net change of +27 holders.
  • The largest Unum buyer in Q3 2023 was Adage Capital Partners, an estimated $42.8M added.
  • The largest Unum seller in Q3 2023 was Acadian Asset Management, an estimated $34.2M sold.

Based on aggregated 13F filings for Q3 2023.