Unum
571 hedge funds and large institutions have $7.7B invested in Unum in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 195 increasing their positions, 222 reducing their positions, and 73 closing their positions.
69% more call options, than puts
Call options by funds: $51.1M | Put options by funds: $30.2M
2.96% more ownership
Funds ownership: 84.31% → 87.26% (+3%)
0% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 73
1% less funds holding
Funds holding: 579 → 571 (-8)
5% less capital invested
Capital invested by funds: $8.14B → $7.7B (-$448M)
12% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 222
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$207M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$97.7M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$76.4M |
| 4 |
Two Sigma Investments
New York
|
+$54M |
| 5 |
Millennium Management
New York
|
+$49.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$235M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$33M |
| 3 |
LP
LMR Partners
London,
United Kingdom
|
-$30.7M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$29.1M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$23.5M |
UNM Hedge Fund Activity: Q4 2023 in Review
571 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2023, worth a combined $7.7B — down 5.5% from $8.14B a quarter earlier.
Fund positioning in UNM was balanced in Q4 2023: 73 funds opened new positions, 73 closed out, 195 added to existing stakes and 222 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $207M. The largest seller was Viking Global Investors, exiting entirely with an estimated $235M sold.
- 571 institutional investors held Unum (UNM) as of Q4 2023, down from 579 in Q3 2023.
- Funds reported $7.7B of Unum stock for Q4 2023, down 5.5% quarter-over-quarter.
- 73 funds opened new Unum positions in Q4 2023 and 73 closed out, a net change of 0 holders.
- The largest Unum buyer in Q4 2023 was Morgan Stanley, an estimated $207M added.
- The largest Unum seller in Q4 2023 was Viking Global Investors, an estimated $235M sold.
Based on aggregated 13F filings for Q4 2023.