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549 hedge funds and large institutions have $9.79B invested in Unum in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 207 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.32% more ownership

Funds ownership: 91.68%93.01% (+1.3%)

3% less funds holding

Funds holding: 565549 (-16)

11% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 207

13% less capital invested

Capital invested by funds: $11.3B → $9.79B (-$1.48B)

14% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 69

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

51% less call options, than puts

Call options by funds: $8.61M | Put options by funds: $17.7M

Holders
549
Holders Change
-16
Holders Change %
-2.83%
% of All Funds
12.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
59
Increased
184
Reduced
207
Closed
69
Calls
$8.61M
Puts
$17.7M
Net Calls
-$9.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
476
Covington Capital Management
California
$27K +$52 +1 +0.2%
GLI
477
Guardian Life Insurance
New York
$25K -$11.1K -212 -29%
SF
478
Synovus Financial
Georgia
$24K +$26.9K +514 New
CCA
479
Clearwater Capital Advisors
Illinois
$23K +$25.6K +490 New
WEC
480
Winslow Evans & Crocker
Massachusetts
$21.8K
GRP
481
Global Retirement Partners
California
$21K +$12.7K +243 +122%
CHP
482
Cable Hill Partners
Oregon
$20K
BWP
483
Baldwin Wealth Partners
Massachusetts
$19K
BC
484
Bartlett & Co
Ohio
$19K
BCWM
485
Bartlett & Co Wealth Management
Ohio
$18.7K +$20.5K +392 New
MAM
486
Meeder Asset Management
Ohio
$18K -$8.15K -156 -29%
CA
487
Crewe Advisors
Utah
$18K +$19.9K +380 New
CIP
488
Convergence Investment Partners
Florida
$17K -$1.95M -37,404 -99%
OC
489
Oakworth Capital
Alabama
$17K -$1.83K -35 -9%
MGIA
490
Moneta Group Investment Advisors
Missouri
$16K +$848K +16,236 New
AW
491
Alpha Windward
Massachusetts
$15K
VCM
492
Versant Capital Management
Arizona
$15K
WC
493
Whitnell & Co
Illinois
$15K +$15.9K +305 New
FBT
494
First Bank & Trust
South Dakota
$14K
MFBTD
495
MB Financial Bank - Trust Department
Illinois
$14K
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K +$3.66K +70 +36%
ML
497
McAdam LLC
Pennsylvania
$13K +$14.6K +280 New
ZB
498
Zions Bancorporation
Utah
$12K
KA
499
Kaizen Advisory
Illinois
$11K -$1.12M -21,407 -99%
SWP
500
Strategic Wealth Partners
Ohio
$11K

UNM Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2018, worth a combined $9.79B — down 13% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of UNM and 59 opened new positions — a net loss of 10 holders — while 207 trimmed existing stakes and 184 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $74.2M. The largest seller was Boston Partners, cutting an estimated $97M.

  • 549 institutional investors held Unum (UNM) as of Q1 2018, down from 565 in Q4 2017.
  • Funds reported $9.79B of Unum stock for Q1 2018, down 13% quarter-over-quarter.
  • 59 funds opened new Unum positions in Q1 2018 and 69 closed out, a net change of -10 holders.
  • The largest Unum buyer in Q1 2018 was Schroder Investment Management Group, an estimated $74.2M added.
  • The largest Unum seller in Q1 2018 was Boston Partners, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2018.