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410 hedge funds and large institutions have $7.81B invested in Unum in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more call options, than puts

Call options by funds: $8.57M | Put options by funds: $1.87M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

0.71% less ownership

Funds ownership: 92.9%92.19% (-0.71%)

1% less funds holding

Funds holding: 414410 (-4)

25% less capital invested

Capital invested by funds: $10.4B → $7.81B (-$2.63B)

26% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 174

Holders
410
Holders Change
-4
Holders Change %
-0.97%
% of All Funds
10.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
43
Increased
129
Reduced
174
Closed
39
Calls
$8.57M
Puts
$1.87M
Net Calls
+$6.7M
Net Calls Change
+$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$25.4M -$21.1M -635,530 -46%
BlackRock
52
BlackRock
New York
$23.6M +$671K +20,227 +3%
Wells Fargo
53
Wells Fargo
California
$23M +$323K +9,742 +1%
DekaBank Deutsche Girozentrale
54
DekaBank Deutsche Girozentrale
Germany
$22.9M +$8.3M +250,223 +58%
Nordea Investment Management
55
Nordea Investment Management
Sweden
$22.6M +$17.4K +523 +0.1%
Charles Schwab
56
Charles Schwab
California
$22.5M +$1.39M +41,819 +7%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$21.6M +$138K +4,169 +0.7%
First Trust Advisors
58
First Trust Advisors
Illinois
$21.2M -$1.98M -59,807 -9%
TA
59
Teachers Advisors
New York
$21.1M +$88.9K +2,680 +0.4%
Point72 Asset Management
60
Point72 Asset Management
Connecticut
$20.7M +$20.3M +612,600 New
GWI
61
Grace & White Inc
New York
$20.1M +$262K +7,900 +1%
N
62
Nuveen
North Carolina
$19.8M -$5.01M -151,092 -20%
Two Sigma Investments
63
Two Sigma Investments
New York
$19.2M -$5.7M -171,870 -23%
MTB
64
Mizuho Trust & Banking
Japan
$18.9M +$2.17M +65,271 +13%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$18.9M -$19.4M -585,305 -51%
AllianceBernstein
66
AllianceBernstein
Tennessee
$18.3M -$1.73M -52,091 -9%
New York State Teachers Retirement System (NYSTRS)
67
New York State Teachers Retirement System (NYSTRS)
New York
$17.6M -$274K -8,253 -2%
JIR
68
James Investment Research
Ohio
$17.5M +$1.17M +35,325 +7%
BIM
69
BlackRock Investment Management
Delaware
$17.3M -$1.58M -47,705 -8%
EAM
70
EverPoint Asset Management
Connecticut
$17.2M +$16.9M +510,000 New
SB
71
Suntrust Banks
Georgia
$16.8M +$21K +633 +0.1%
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$16.8M +$478K +14,402 +3%
LI
73
LMCG Investments
Massachusetts
$16.7M +$920K +27,730 +6%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$16.4M -$264K -7,948 -2%
AAMU
75
Amundi Asset Management US
Massachusetts
$16.3M +$16.1M +484,452 New

UNM Hedge Fund Activity: Q1 2015 in Review

410 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2015, worth a combined $7.81B — down 25% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UNM positions and 39 closed out — a net gain of 4 holders — while 129 added to existing stakes and 174 trimmed.

The largest buyer was Millennium Management, adding an estimated $66.5M. The largest seller was Cornerstone Investment Partners, cutting an estimated $150M.

  • 410 institutional investors held Unum (UNM) as of Q1 2015, down from 414 in Q4 2014.
  • Funds reported $7.81B of Unum stock for Q1 2015, down 25% quarter-over-quarter.
  • 43 funds opened new Unum positions in Q1 2015 and 39 closed out, a net change of +4 holders.
  • The largest Unum buyer in Q1 2015 was Millennium Management, an estimated $66.5M added.
  • The largest Unum seller in Q1 2015 was Cornerstone Investment Partners, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2015.