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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
PMAM
551
Penn Mutual Asset Management
Pennsylvania
– -$372K -9,595 Closed
FHA
552
Flagship Harbor Advisors
Massachusetts
– -$353K -9,098 Closed
GCP
553
GSA Capital Partners
United Kingdom
– -$351K -9,036 Closed
TI
554
Tidal Investments
Wisconsin
– -$234K -6,026 Closed
AWS
555
Atria Wealth Solutions
New York
– -$227K -5,862 Closed
TIA
556
Trust Investment Advisors
Indiana
– -$223K -5,750 Closed
SW
557
SVB Wealth
Massachusetts
– -$217K -5,579 Closed
DC
558
Diametric Capital
Massachusetts
– -$215K -5,551 Closed
BLC
559
Brown, Lisle/Cummings
Rhode Island
– -$210K -5,400 Closed
DBG
560
De Burlo Group
Massachusetts
– -$23.3K -600 Closed
SOS
561
Silver Oak Securities
Tennessee
– -$24.6K -500 Closed
ACM
562
Absolute Capital Management
Pennsylvania
– -$7.88K -203 Closed
HFM
563
Hartford Financial Management
Connecticut
– -$7K -176 Closed
EW
564
Evoke Wealth
California
– -$6K -147 Closed
CA
565
Crewe Advisors
Utah
– -$3K -77 Closed
19 20 21 22
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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.