We are live on ! Find out more
UNM icon

Unum
UNM

466 hedge funds and large institutions have $5.34B invested in Unum in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 148 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $120M | Put options by funds: $69.1M

55% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 49

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

31% more capital invested

Capital invested by funds: $4.06B → $5.34B (+$1.28B)

5% more funds holding

Funds holding: 444 → 466 (+22)

2.51% more ownership

Funds ownership: 81.49% → 84% (+2.5%)

3% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 152

Holders
466
Holders Change
+22
Holders Change %
+4.95%
% of All Funds
7.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
148
Reduced
152
Closed
49
Calls
$120M
Puts
$69.1M
Net Calls
+$50.8M
Net Calls Change
+$80.9M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$177M
2
Deutsche Bank
Deutsche Bank
Germany
+$51.8M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$31.8M
4
BlackRock
BlackRock
New York
+$23.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.1M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$121M
2
Millennium Management
Millennium Management
New York
-$32.6M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$30.4M
4
Two Sigma Investments
Two Sigma Investments
New York
-$17.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
501
Aquatic Capital Management
Illinois
– -$61K -2,500 Closed
SWM
502
Spire Wealth Management
Virginia
– -$12K -478 Closed
CWS
503
Confluence Wealth Services
Pennsylvania
– -$10K -410 Closed
WFS
504
Widmann Financial Services
Maryland
– -$6K -283 Closed
PMFA
505
Plante Moran Financial Advisors
Michigan
– -$5K -186 Closed
ZIG
506
Zullo Investment Group
Pennsylvania
– -$3K -114 Closed
SFM
507
Signet Financial Management
New Jersey
– -$3K -107 Closed
CCA
508
Column Capital Advisors
Indiana
– -$1K -50 Closed
LWA
509
Lenox Wealth Advisors
New York
– -$1K -47 Closed
AWA
510
Amplius Wealth Advisors
Pennsylvania
– -$1K -41 Closed
PWMG
511
Prestige Wealth Management Group
New Jersey
– -$84 -3 -19%
LPWM
512
Lake Point Wealth Management
Texas
– +$28 +1 +17%
DFCM
513
Dark Forest Capital Management
Puerto Rico
– +$56 +2 New
SIC
514
SJS Investment Consulting
Ohio
– +$251 +9 New
GA
515
GoalVest Advisory
New York
– +$279 +10 New
17 18 19 20
21

UNM Hedge Fund Activity: Q1 2022 in Review

466 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2022, worth a combined $5.34B — up 31% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new UNM positions and 49 closed out — a net gain of 27 holders — while 148 added to existing stakes and 152 trimmed.

The largest buyer was Norges Bank, adding an estimated $177M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $121M sold.

  • 466 institutional investors held Unum (UNM) as of Q1 2022, up from 444 in Q4 2021.
  • Funds reported $5.34B of Unum stock for Q1 2022, up 31% quarter-over-quarter.
  • 76 funds opened new Unum positions in Q1 2022 and 49 closed out, a net change of +27 holders.
  • The largest Unum buyer in Q1 2022 was Norges Bank, an estimated $177M added.
  • The largest Unum seller in Q1 2022 was Arrowstreet Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2022.