Unum
565 hedge funds and large institutions have $11.3B invested in Unum in 2017 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 165 increasing their positions, 209 reducing their positions, and 22 closing their positions.
425% more call options, than puts
Call options by funds: $4.88M | Put options by funds: $929K
327% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 22
14% more funds holding
Funds holding: 496 → 565 (+69)
6% more capital invested
Capital invested by funds: $10.7B → $11.3B (+$622M)
0.67% less ownership
Funds ownership: 92.35% → 91.68% (-0.67%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
21% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 209
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
+$130M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$35.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$31M |
| 4 |
MWNA
Marshall Wace North America
New York
|
+$29.2M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$173M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$45M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.1M |
| 4 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$41.7M |
| 5 |
DSC
Donald Smith & Co
New York
|
-$39.1M |
UNM Hedge Fund Activity: Q4 2017 in Review
565 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2017, worth a combined $11.3B — up 5.8% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new UNM positions and 22 closed out — a net gain of 72 holders — while 165 added to existing stakes and 209 trimmed.
The largest buyer was Ninety One (UK), adding an estimated $130M. The largest seller was Boston Partners, cutting an estimated $173M.
- 565 institutional investors held Unum (UNM) as of Q4 2017, up from 496 in Q3 2017.
- Funds reported $11.3B of Unum stock for Q4 2017, up 5.8% quarter-over-quarter.
- 94 funds opened new Unum positions in Q4 2017 and 22 closed out, a net change of +72 holders.
- The largest Unum buyer in Q4 2017 was Ninety One (UK), an estimated $130M added.
- The largest Unum seller in Q4 2017 was Boston Partners, an estimated $173M sold.
Based on aggregated 13F filings for Q4 2017.