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494 hedge funds and large institutions have $9.84B invested in Unum in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

696% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $1.95M

5% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 41

1% less funds holding

Funds holding: 497494 (-3)

0.63% less ownership

Funds ownership: 93.12%92.49% (-0.63%)

2% less capital invested

Capital invested by funds: $10B → $9.84B (-$166M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 202

Holders
494
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
12.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
43
Increased
162
Reduced
202
Closed
41
Calls
$15.6M
Puts
$1.95M
Net Calls
+$13.6M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Mascoma Wealth Management
New Hampshire
$5K
MCM
477
MV Capital Management
Maryland
$5K
FMII
478
Farmers & Merchants Investments Inc
Nebraska
$4K
QAM
479
QCI Asset Management
New York
$4K
QCG
480
Quadrant Capital Group
Ohio
$4K
IP
481
Intellectus Partners
California
$3K
PCP
482
Proficio Capital Partners
Massachusetts
$3K
NR
483
Newfound Research
Massachusetts
$3K +$46 +1 +2%
CAW
484
Cornerstone Advisors (Washington)
Washington
$2K
PFBT
485
Parkside Financial Bank & Trust
Missouri
$2K
TFO
486
Tarbox Family Office
California
$2K
ZB
487
Zions Bancorporation
Utah
$2K
BWM
488
Baystate Wealth Management
Massachusetts
$1K
FWM
489
Focused Wealth Management
New York
$1K
GWS
490
Glassman Wealth Services
Virginia
$1K
FC
491
Ferris Capital
Massachusetts
$1K +$1.01K +22 New
IWM
492
IHT Wealth Management
Illinois
$78 +$10.1K +220 New
Walleye Trading
493
Walleye Trading
New York
$19 -$601K -13,069 -97%
Loomis, Sayles & Company
494
Loomis, Sayles & Company
Massachusetts
-$43.2M -920,905 Closed
BCM
495
Barometer Capital Management
Ontario, Canada
-$22.1M -471,200 Closed
GC
496
Gillson Capital
Illinois
-$18.6M -397,630 Closed
CEP
497
Chicago Equity Partners
Illinois
-$5.82M -124,175 Closed
WPIC
498
White Pine Investment Company
Michigan
-$3.41M -72,633 Closed
Parallax Volatility Advisers
499
Parallax Volatility Advisers
California
-$1.88M -40,979 Closed
SQA
500
Simon Quick Advisors
New Jersey
-$1.48M -31,634 Closed

UNM Hedge Fund Activity: Q2 2017 in Review

494 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2017, worth a combined $9.84B — down 1.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UNM positions and 41 closed out — a net gain of 2 holders — while 162 added to existing stakes and 202 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $93.7M. The largest seller was AQR Capital Management, cutting an estimated $59.4M.

  • 494 institutional investors held Unum (UNM) as of Q2 2017, down from 497 in Q1 2017.
  • Funds reported $9.84B of Unum stock for Q2 2017, down 1.7% quarter-over-quarter.
  • 43 funds opened new Unum positions in Q2 2017 and 41 closed out, a net change of +2 holders.
  • The largest Unum buyer in Q2 2017 was Janus Henderson Group, an estimated $93.7M added.
  • The largest Unum seller in Q2 2017 was AQR Capital Management, an estimated $59.4M sold.

Based on aggregated 13F filings for Q2 2017.