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Unum
UNM

527 hedge funds and large institutions have $7.02B invested in Unum in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 190 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 39

99% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $34.7M

7% more funds holding

Funds holding: 492 → 527 (+35)

7% more capital invested

Capital invested by funds: $6.58B → $7.02B (+$439M)

0.14% more ownership

Funds ownership: 84.9% → 85.04% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

9% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 190

Holders
527
Holders Change
+35
Holders Change %
+7.11%
% of All Funds
8.47%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
83
Increased
173
Reduced
190
Closed
39
Calls
$69.1M
Puts
$34.7M
Net Calls
+$34.4M
Net Calls Change
-$16.8M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$73.7M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$44.8M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$40.8M
4
GC
Gillson Capital
Illinois
+$19.7M
5
Two Sigma Investments
Two Sigma Investments
New York
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
-$68.9M
2
MCM
Moore Capital Management
New York
-$64.3M
3
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$36.5M
4
DSC
Donald Smith & Co
New York
-$22.8M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$15.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
501
Steward Financial Group
Texas
$3K +$4.02K +96 New
EE
502
EWG Elevate
California
$3K +$3.06K +73 New
MCM
503
Manchester Capital Management
Vermont
$2.87K – – –
ETC
504
Exchange Traded Concepts
Oklahoma
$2.83K -$257K -6,125 -99%
SIC
505
SJS Investment Consulting
Ohio
$2.79K +$712 +17 +33%
BHWM
506
Beaird Harris Wealth Management
Texas
$2.46K – – –
CWP
507
Concord Wealth Partners
Virginia
$2.38K +$2.43K +58 New
DI
508
Disciplined Investments
Oklahoma
$2.34K -$126 -3 -5%
HNB
509
Huntington National Bank
Ohio
$2.26K – – –
CTA
510
Colonial Trust Advisors
South Carolina
$2.26K +$2.3K +55 New
HFM
511
Harvest Fund Management
China
$2K -$490K -11,685 -100%
MRCM
512
M&R Capital Management
New Jersey
$1.55K +$1.55K +37 New
BWM
513
BerganKDV Wealth Management
Minnesota
$1.37K – – –
MPCL
514
My Personal CFO LLC
Washington
$1.27K +$1.3K +31 New
TWP
515
TFO Wealth Partners
Ohio
$1.21K +$1.59K +38 New
WT
516
Washington Trust
Rhode Island
$1.19K -$3.73K -89 -75%
FMP
517
Financial Management Professionals
Texas
$1K -$22.1K -528 -95%
SWM
518
Spire Wealth Management
Virginia
$1K +$670 +16 New
ADL
519
Asset Dedication LLC
California
$1K +$1.38K +33 New
RFG
520
RFP Financial Group
Georgia
$985 +$1.01K +24 New
FWM
521
Focused Wealth Management
New York
$946 – – –
VCM
522
Versant Capital Management
Arizona
$739 – – –
EBA
523
Eagle Bay Advisors
New York
$533 – – –
ZB
524
Zions Bancorporation
Utah
$492 -$335 -8 -40%
PWMG
525
Prestige Wealth Management Group
New Jersey
$451 – – –
19 20
21
22 23

UNM Hedge Fund Activity: Q4 2022 in Review

527 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2022, worth a combined $7.02B — up 6.7% from $6.58B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new UNM positions and 39 closed out — a net gain of 44 holders — while 173 added to existing stakes and 190 trimmed.

The largest buyer was BlackRock, adding an estimated $73.7M. The largest seller was Viking Global Investors, cutting an estimated $68.9M.

  • 527 institutional investors held Unum (UNM) as of Q4 2022, up from 492 in Q3 2022.
  • Funds reported $7.02B of Unum stock for Q4 2022, up 6.7% quarter-over-quarter.
  • 83 funds opened new Unum positions in Q4 2022 and 39 closed out, a net change of +44 holders.
  • The largest Unum buyer in Q4 2022 was BlackRock, an estimated $73.7M added.
  • The largest Unum seller in Q4 2022 was Viking Global Investors, an estimated $68.9M sold.

Based on aggregated 13F filings for Q4 2022.