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490 hedge funds and large institutions have $6.65B invested in Unum in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $60.9M | Put options by funds: $29.5M

15% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 171

4% more ownership

Funds ownership: 91.33%95.33% (+4%)

1% more capital invested

Capital invested by funds: $6.61B → $6.65B (+$36.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less funds holding

Funds holding: 512490 (-22)

25% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 53

Holders
490
Holders Change
-22
Holders Change %
-4.3%
% of All Funds
10.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
40
Increased
196
Reduced
171
Closed
53
Calls
$60.9M
Puts
$29.5M
Net Calls
+$31.4M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
476
Parkside Financial Bank & Trust
Missouri
$3K
QAM
477
QCI Asset Management
New York
$3K
GWS
478
Glassman Wealth Services
Virginia
$3K +$3.05K +88 New
WPA
479
West Paces Advisors
Georgia
$2.72K
GWM
480
Geneos Wealth Management
Colorado
$2K
OSAM
481
O'Shaughnessy Asset Management
Connecticut
$2K
EWA
482
Evolution Wealth Advisors
Florida
$2K +$1.56K +45 New
M
483
MOTCO
Texas
$2K +$1.77K +51 New
AC
484
Avestar Capital
New York
$1K
BWM
485
Baystate Wealth Management
Massachusetts
$1K
NCM
486
Nelson Capital Management
California
$1K
SCA
487
Stuart Chaussee & Associates
California
$1K
TL
488
TrueWealth LLC
Georgia
$1K +$35 +1 +4%
NDSI
489
Newman Dignan & Sheerar Inc
Rhode Island
$229 -$69.6K -2,009 -23%
CCMG
490
Clark Capital Management Group
Pennsylvania
-$33.2M -982,514 Closed
BIM
491
Bogle Investment Management
Massachusetts
-$13.5M -399,021 Closed
Calamos Advisors
492
Calamos Advisors
Illinois
-$9.39M -277,500 Closed
Los Angeles Capital Management
493
Los Angeles Capital Management
California
-$9.25M -273,353 Closed
ECM
494
Element Capital Management
New York
-$7.54M -222,838 Closed
AIM
495
Assured Investment Management
New York
-$2.8M -82,785 Closed
VIA
496
Vident Investment Advisory
Georgia
-$2.44M -72,174 Closed
LTI
497
Laffer Tengler Investments
Tennessee
-$1.37M -40,512 Closed
SSA
498
Schonfeld Strategic Advisors
New York
-$1.23M -36,317 Closed
Jane Street
499
Jane Street
New York
-$1.06M -31,354 Closed
LAM
500
Lingohr Asset Management
Germany
-$912K -27,400 Closed

UNM Hedge Fund Activity: Q2 2019 in Review

490 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2019, worth a combined $6.65B — up 0.55% from $6.61B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of UNM and 40 opened new positions — a net loss of 13 holders — while 171 trimmed existing stakes and 196 added.

The largest buyer was Bank of Nova Scotia, adding an estimated $92.2M. The largest seller was Balyasny Asset Management, cutting an estimated $34.4M.

  • 490 institutional investors held Unum (UNM) as of Q2 2019, down from 512 in Q1 2019.
  • Funds reported $6.65B of Unum stock for Q2 2019, up 0.55% quarter-over-quarter.
  • 40 funds opened new Unum positions in Q2 2019 and 53 closed out, a net change of -13 holders.
  • The largest Unum buyer in Q2 2019 was Bank of Nova Scotia, an estimated $92.2M added.
  • The largest Unum seller in Q2 2019 was Balyasny Asset Management, an estimated $34.4M sold.

Based on aggregated 13F filings for Q2 2019.