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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

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

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
FM
526
Freemont Management
Switzerland
– -$13.4M -327,500 Closed
GHAM
527
Gilman Hill Asset Management
Connecticut
– -$6.95M -169,460 Closed
SFI
528
Susquehanna Fundamental Investments
Pennsylvania
– -$6.38M -155,440 Closed
MHI
529
Miller Howard Investments
New York
– -$4.51M -110,000 Closed
JAM
530
Jupiter Asset Management
United Kingdom
– -$4.2M -102,273 Closed
FP
531
Foundry Partners
Minnesota
– -$3.33M -81,138 Closed
Pacer Advisors
532
Pacer Advisors
Pennsylvania
– -$1.84M -44,755 Closed
MCM
533
Mork Capital Management
California
– -$1.7M -41,510 Closed
EGI
534
EAM Global Investors
California
– -$1.47M -35,806 Closed
Qube Research & Technologies (QRT)
535
Qube Research & Technologies (QRT)
United Kingdom
– -$1.24M -30,265 Closed
HIMCH
536
Hartford Investment Management Co (HIMCO)
Connecticut
– -$1.21M -29,474 Closed
QC
537
Quantedge Capital
Singapore
– -$1.18M -28,724 Closed
ACM
538
Aquatic Capital Management
Illinois
– -$1.14M -27,800 Closed
LAI
539
Legal Advantage Investments
California
– -$908K -22,121 Closed
EF
540
Empowered Funds
Pennsylvania
– -$864K -21,046 Closed
N
541
Natixis
France
– -$780K -19,000 Closed
RWA
542
Redhawk Wealth Advisors
Minnesota
– -$761K -18,543 Closed
PAG
543
Private Advisory Group
Washington
– -$726K -17,704 Closed
O
544
Ossiam
France
– -$664K -16,173 Closed
TPWM
545
Twelve Points Wealth Management
Massachusetts
– -$573K -13,972 Closed
PP
546
Prudential plc
United Kingdom
– -$484K -11,802 Closed
HF
547
HRT Financial
New York
– -$402K -9,804 Closed
PWP
548
Principle Wealth Partners
Connecticut
– -$354K -8,640 Closed
VAS
549
Vestmark Advisory Solutions
Massachusetts
– -$354K -8,625 Closed
MC
550
Maverick Capital
Texas
– -$301K -7,343 Closed
20 21
22
23 24

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.