We are live on ! Find out more

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
SWA
501
Sutton Wealth Advisors
Florida
$10.8K
IWM
502
IHT Wealth Management
Illinois
$10K
ME
503
McIlrath & Eck
Washington
$10K
TWA
504
TCI Wealth Advisors
Arizona
$8K
LWA
505
Lenox Wealth Advisors
New York
$7K
QCG
506
Quadrant Capital Group
Ohio
$7K +$1.1K +21 +11%
PCG
507
Private Capital Group
Connecticut
$7K +$7.11K +136 +1,360%
MCM
508
McKinley Capital Management
Alaska
$6K -$8.31K -159 -55%
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$6K
MWM
510
Mascoma Wealth Management
New Hampshire
$5K
QAM
511
QCI Asset Management
New York
$5K
VFA
512
Valeo Financial Advisors
Indiana
$5K
AIL
513
AGF Investments LLC
Ontario, Canada
$4K -$20.1K -384 -79%
GFP
514
Gryphon Financial Partners
Ohio
$4K -$1.41K -27 -22%
CAC
515
Certified Advisory Corp
Florida
$4K
EARNEST Partners
516
EARNEST Partners
Georgia
$4K
THWM
517
Taylor Hoffman Wealth Management
Virginia
$4K
Carson Wealth (CWM LLC)
518
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.08K +78 New
PO
519
Private Ocean
California
$4K +$4.65K +89 New
WPA
520
West Paces Advisors
Georgia
$3.86K
IP
521
Intellectus Partners
California
$3K
PCP
522
Proficio Capital Partners
Massachusetts
$3K
RCAG
523
Rehmann Capital Advisory Group
Michigan
$3K +$3.29K +63 New
FMA
524
FNY Managed Accounts
New York
$2K -$1.51K -29 -32%
CTC
525
Central Trust Company
Missouri
$2K

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.