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Unum
UNM

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
571
Holders Change
-8
Holders Change %
-1.38%
% of All Funds
8.32%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
73
Increased
195
Reduced
222
Closed
73
Calls
$51.1M
Puts
$30.2M
Net Calls
+$21M
Net Calls Change
-$11.5M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$207M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$97.7M
3
Norges Bank
Norges Bank
Norway
+$76.4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$54M
5
Millennium Management
Millennium Management
New York
+$49.2M

Top Sellers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
-$235M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$33M
3
LP
LMR Partners
United Kingdom
-$30.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
-$29.1M
5
Victory Capital Management
Victory Capital Management
Texas
-$23.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
576
Gillson Capital
Illinois
– -$15.4M -312,905 Closed
PFMOSF
577
Philadelphia Financial Management of San Francisco
California
– -$9.53M -193,756 Closed
BBL
578
Beck Bode LLC
Massachusetts
– -$7.9M -160,541 Closed
Hudson Bay Capital Management
579
Hudson Bay Capital Management
Connecticut
– -$7.38M -150,000 Closed
EAM
580
Eagle Asset Management
Florida
– -$7.24M -147,196 Closed
BCM
581
Barometer Capital Management
Ontario, Canada
– -$7M -143,300 Closed
HF
582
HRT Financial
New York
– -$5.84M -118,789 Closed
BHWA
583
Beacon Harbor Wealth Advisors
Virginia
– -$5.1M -103,709 Closed
EFH
584
Eaton Financial Holdings
Florida
– -$4.42M -89,836 Closed
OAM
585
Oberweis Asset Management
Illinois
– -$3.77M -76,700 Closed
Walleye Capital
586
Walleye Capital
New York
– -$2.81M -61,763 Closed
SC
587
Shay Capital
New York
– -$1.48M -30,000 Closed
OTL
588
Oak Thistle LLC
New York
– -$1.41M -28,620 Closed
Marshall Wace
589
Marshall Wace
United Kingdom
– -$1.28M -25,978 Closed
AIM
590
Aquila Investment Management
New York
– -$1.03M -21,000 Closed
PCM
591
Penserra Capital Management
California
– -$831K -16,912 Closed
Los Angeles Capital Management
592
Los Angeles Capital Management
California
– -$782K -15,903 Closed
CIM
593
Cambria Investment Management
California
– -$724K -14,720 Closed
CC
594
Centiva Capital
New York
– -$718K -14,606 Closed
YIH
595
Y-Intercept (HK)
Hong Kong
– -$696K -14,148 Closed
GCM
596
Genus Capital Management
British Columbia, Canada
– -$621K -13,641 Closed
ESCM
597
Echo Street Capital Management
New York
– -$642K -13,045 Closed
PRC
598
Pearl River Capital
Michigan
– -$589K -11,967 Closed
IFU
599
iSAM Funds (UK)
United Kingdom
– -$583K -11,849 Closed
SP
600
Symmetry Partners
Connecticut
– -$557K -11,318 Closed
22 23
24
25 26

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.