Unum
579 hedge funds and large institutions have $8.87B invested in Unum in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 187 increasing their positions, 224 reducing their positions, and 65 closing their positions.
34% more call options, than puts
Call options by funds: $56.3M | Put options by funds: $42M
23% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 65
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
15% more capital invested
Capital invested by funds: $7.7B → $8.87B (+$1.17B)
1% more funds holding
Funds holding: 571 → 579 (+8)
0.87% less ownership
Funds ownership: 87.26% → 86.39% (-0.87%)
17% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 224
Top Buyers
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$72.8M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$62.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.9M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$49.2M |
| 5 |
Amundi
Paris,
France
|
+$34.5M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$188M |
| 2 |
BlackRock
New York
|
-$186M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$40.7M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$34.5M |
| 5 |
Millennium Management
New York
|
-$29.3M |
UNM Hedge Fund Activity: Q1 2024 in Review
579 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2024, worth a combined $8.87B — up 15% from $7.7B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new UNM positions and 65 closed out — a net gain of 15 holders — while 187 added to existing stakes and 224 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $72.8M. The largest seller was Morgan Stanley, cutting an estimated $188M.
- 579 institutional investors held Unum (UNM) as of Q1 2024, up from 571 in Q4 2023.
- Funds reported $8.87B of Unum stock for Q1 2024, up 15% quarter-over-quarter.
- 80 funds opened new Unum positions in Q1 2024 and 65 closed out, a net change of +15 holders.
- The largest Unum buyer in Q1 2024 was Arrowstreet Capital, an estimated $72.8M added.
- The largest Unum seller in Q1 2024 was Morgan Stanley, an estimated $188M sold.
Based on aggregated 13F filings for Q1 2024.