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Unum
UNM

525 hedge funds and large institutions have $6.64B invested in Unum in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 191 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $94.8M | Put options by funds: $42.2M

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 191

0.17% more ownership

Funds ownership: 85.04% → 85.21% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0% less funds holding

Funds holding: 527 → 525 (-2)

5% less capital invested

Capital invested by funds: $7.02B → $6.64B (-$376M)

Holders
525
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.37%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
65
Increased
192
Reduced
191
Closed
63
Calls
$94.8M
Puts
$42.2M
Net Calls
+$52.6M
Net Calls Change
+$18.2M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$60.1M
2
AssetMark Inc
AssetMark Inc
California
+$48.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$48.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$35.5M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$287M
2
Invesco
Invesco
Georgia
-$40.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$38.8M
4
State Street
State Street
Massachusetts
-$38.3M
5
BlackRock
BlackRock
New York
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
501
Whittier Trust
California
$2.93K – – –
MCM
502
Manchester Capital Management
Vermont
$2.77K – – –
BHWM
503
Beaird Harris Wealth Management
Texas
$2.37K – – –
NIC
504
Northwest Investment Counselors
Oregon
$2.19K +$2.27K +55 New
HNB
505
Huntington National Bank
Ohio
$2.18K – – –
Commonwealth Equity Services
506
Commonwealth Equity Services
Massachusetts
$2.06K +$331K +8,018 +18%
DI
507
Disciplined Investments
Oklahoma
$2.06K -$206 -5 -9%
CAL
508
Capital Advisors Ltd
Ohio
$2K -$1.07K -26 -40%
GM
509
GeoWealth Management
Illinois
$2K +$2.06K +50 New
CTA
510
Colonial Trust Advisors
South Carolina
$1.58K -$619 -15 -27%
MRCM
511
M&R Capital Management
New Jersey
$1.51K +$41 +1 +3%
BWM
512
BerganKDV Wealth Management
Minnesota
$1.32K – – –
WT
513
Washington Trust
Rhode Island
$1.15K – – –
ADL
514
Asset Dedication LLC
California
$1K – – –
FMP
515
Financial Management Professionals
Texas
$1K – – –
RFG
516
RFP Financial Group
Georgia
$949 – – –
FWM
517
Focused Wealth Management
New York
$919 – – –
2L
518
25 LLC
Missouri
$583 +$537 +13 New
TWP
519
TFO Wealth Partners
Ohio
$554 -$991 -24 -63%
EBA
520
Eagle Bay Advisors
New York
$514 – – –
HI
521
Horizon Investments
North Carolina
$510 +$537 +13 New
PWMG
522
Prestige Wealth Management Group
New Jersey
$436 – – –
FGAM
523
Financial Gravity Asset Management
Texas
$275 -$41 -1 -2%
TFM
524
TFC Financial Management
Massachusetts
$198 +$206 +5 New
TCOV
525
Trust Company of Vermont
Vermont
$79 – – –
19 20
21
22 23

UNM Hedge Fund Activity: Q1 2023 in Review

525 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2023, worth a combined $6.64B — down 5.4% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UNM positions and 63 closed out — a net gain of 2 holders — while 192 added to existing stakes and 191 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $60.1M. The largest seller was Fidelity Investments, cutting an estimated $287M.

  • 525 institutional investors held Unum (UNM) as of Q1 2023, down from 527 in Q4 2022.
  • Funds reported $6.64B of Unum stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 65 funds opened new Unum positions in Q1 2023 and 63 closed out, a net change of +2 holders.
  • The largest Unum buyer in Q1 2023 was Citadel Advisors, an estimated $60.1M added.
  • The largest Unum seller in Q1 2023 was Fidelity Investments, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2023.