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Unum
UNM

493 hedge funds and large institutions have $5.73B invested in Unum in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 167 increasing their positions, 182 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $12.6M

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 182

1.11% less ownership

Funds ownership: 91.96% → 90.85% (-1.1%)

4% less funds holding

Funds holding: 513 → 493 (-20)

20% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 87

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

27% less capital invested

Capital invested by funds: $7.85B → $5.73B (-$2.12B)

Holders
493
Holders Change
-20
Holders Change %
-3.9%
% of All Funds
10.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
70
Increased
167
Reduced
182
Closed
87
Calls
$16.6M
Puts
$12.6M
Net Calls
+$4.03M
Net Calls Change
+$34.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$123M
2
Prudential Financial
Prudential Financial
New Jersey
+$62.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$41.2M
4
Man Group
Man Group
United Kingdom
+$39M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$31.3M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$75.8M
2
Deutsche Bank
Deutsche Bank
Germany
-$63M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$40.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$33.2M
5
Victory Capital Management
Victory Capital Management
Texas
-$33M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCI
476
Brinker Capital Investments
Pennsylvania
$2K – – –
EARNEST Partners
477
EARNEST Partners
Georgia
$2K – – –
MSA
478
Marino Stram & Associates
Massachusetts
$2K +$2.31K +66 New
QT
479
Quantbot Technologies
New York
$1K -$525K -14,989 -100%
FC
480
Ferris Capital
Massachusetts
$1K -$4.27K -122 -85%
BWM
481
Baystate Wealth Management
Massachusetts
$1K – – –
GWS
482
Glassman Wealth Services
Virginia
$1K – – –
IAS
483
IMA Advisory Services
Colorado
$1K – – –
SCA
484
Stuart Chaussee & Associates
California
$1K – – –
TL
485
TrueWealth LLC
Georgia
$1K – – –
AC
486
Avestar Capital
New York
$1K +$420 +12 +44%
OSAM
487
O'Shaughnessy Asset Management
Connecticut
$1K +$875 +25 New
CFA
488
Clarfeld Financial Advisors
New York
$1K +$910 +26 New
FTI
489
Fiduciary Trust International
Massachusetts
$1K +$1.4K +40 New
JCM
490
Julex Capital Management
Massachusetts
$1K +$1.4K +40 New
AIA
491
Alera Investment Advisors
Illinois
$1K +$1.72K +49 New
BCA
492
Berman Capital Advisors
Georgia
$1K +$2.42K +69 New
NDSI
493
Newman Dignan & Sheerar Inc
Rhode Island
$244 -$297K -8,475 -50%
H
494
Hexavest
Quebec, Canada
– -$32.7M -838,093 Closed
AII
495
AGF Investments Inc
Ontario, Canada
– -$28M -715,756 Closed
GCM
496
Gruss Capital Management
New York
– -$20.5M -525,000 Closed
Voloridge Investment Management
497
Voloridge Investment Management
Florida
– -$8.05M -206,030 Closed
Nomura Holdings
498
Nomura Holdings
Japan
– -$4.29M -109,348 Closed
NO
499
Ninety One
South Africa
– -$3.85M -98,795 Closed
EP
500
Edgestream Partners
New Jersey
– -$3.59M -91,955 Closed
18 19
20
21 22

UNM Hedge Fund Activity: Q4 2018 in Review

493 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2018, worth a combined $5.73B — down 27% from $7.85B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of UNM and 70 opened new positions — a net loss of 17 holders — while 182 trimmed existing stakes and 167 added.

The largest buyer was BlackRock, adding an estimated $123M. The largest seller was JP Morgan Chase, cutting an estimated $75.8M.

  • 493 institutional investors held Unum (UNM) as of Q4 2018, down from 513 in Q3 2018.
  • Funds reported $5.73B of Unum stock for Q4 2018, down 27% quarter-over-quarter.
  • 70 funds opened new Unum positions in Q4 2018 and 87 closed out, a net change of -17 holders.
  • The largest Unum buyer in Q4 2018 was BlackRock, an estimated $123M added.
  • The largest Unum seller in Q4 2018 was JP Morgan Chase, an estimated $75.8M sold.

Based on aggregated 13F filings for Q4 2018.