Unum
422 hedge funds and large institutions have $2.81B invested in Unum in 2020 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 167 increasing their positions, 151 reducing their positions, and 93 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 151
0.47% more ownership
Funds ownership: 91.82% → 92.29% (+0.47%)
10% less funds holding
Funds holding: 467 → 422 (-45)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
43% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 93
49% less capital invested
Capital invested by funds: $5.52B → $2.81B (-$2.71B)
57% less call options, than puts
Call options by funds: $5.5M | Put options by funds: $12.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
+$75.2M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$44.3M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.1M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$21.8M |
| 5 |
State Street
Boston,
Massachusetts
|
+$21.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$54.3M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$40.5M |
| 3 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$28.6M |
| 4 |
JP Morgan Chase
New York
|
-$25.7M |
| 5 |
D.E. Shaw & Co
New York
|
-$25.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
501
Barnett & Company
Chattanooga,
Tennessee
| – | -$4K | -147 | Closed |
|
|
SIM
502
Sonora Investment Management
Tucson,
Arizona
| – | -$4K | -145 | Closed |
|
|
EWM
503
EPG Wealth Management
Atlanta,
Georgia
| – | -$4K | -120 | Closed |
|
|
PA
504
Procyon Advisors
Shelton,
Connecticut
| – | -$2K | -60 | Closed |
|
|
SCA
505
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| – | -$1K | -43 | Closed |
|
|
VCM
506
Versant Capital Management
Phoenix,
Arizona
| – | -$962 | -40 | -87% |
|
|
AP
507
Americana Partners
Houston,
Texas
| – | -$1K | -39 | Closed |
|
508
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| – | +$216 | +9 | New |
|
|
HS
509
Horan Securities
Cincinnati,
United States
| – | +$361 | +15 | New |
|
|
BBHC
510
Brown Brothers Harriman & Co
New York
| – | +$601 | +25 | New |
|
UNM Hedge Fund Activity: Q1 2020 in Review
422 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2020, worth a combined $2.81B — down 49% from $5.52B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of UNM and 53 opened new positions — a net loss of 40 holders — while 151 trimmed existing stakes and 167 added.
The largest buyer was Prudential plc, opening a new position worth an estimated $75.2M. The largest seller was Nuance Investments, exiting entirely with an estimated $54.3M sold.
- 422 institutional investors held Unum (UNM) as of Q1 2020, down from 467 in Q4 2019.
- Funds reported $2.81B of Unum stock for Q1 2020, down 49% quarter-over-quarter.
- 53 funds opened new Unum positions in Q1 2020 and 93 closed out, a net change of -40 holders.
- The largest Unum buyer in Q1 2020 was Prudential plc, an estimated $75.2M added.
- The largest Unum seller in Q1 2020 was Nuance Investments, an estimated $54.3M sold.
Based on aggregated 13F filings for Q1 2020.