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458 hedge funds and large institutions have $7.68B invested in Unum in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 141 increasing their positions, 197 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $8.56M | Put options by funds: $4.01M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

9% more capital invested

Capital invested by funds: $7.03B → $7.68B (+$647M)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.02% less ownership

Funds ownership: 93.07%93.06% (-0.02%)

1% less funds holding

Funds holding: 464458 (-6)

28% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 197

Holders
458
Holders Change
-6
Holders Change %
-1.29%
% of All Funds
12.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
141
Reduced
197
Closed
37
Calls
$8.56M
Puts
$4.01M
Net Calls
+$4.55M
Net Calls Change
-$8.16M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$24.4M +$10.6M +312,844 +83%
MLM
52
Mount Lucas Management
Pennsylvania
$24.3M +$10.6M +314,551 +84%
AAMU
53
Amundi Asset Management US
Massachusetts
$23.4M -$4.87M -143,970 -18%
Swiss National Bank
54
Swiss National Bank
Switzerland
$23.3M -$369K -10,900 -2%
Allianz Asset Management
55
Allianz Asset Management
Germany
$22.5M +$3.21M +94,794 +17%
NFA
56
Nationwide Fund Advisors
Ohio
$22.1M +$3.58M +105,777 +20%
GWI
57
Grace & White Inc
New York
$22M -$45.7K -1,350 -0.2%
First Trust Advisors
58
First Trust Advisors
Illinois
$22M -$875K -25,857 -4%
MTB
59
Mizuho Trust & Banking
Japan
$21.9M +$197K +5,823 +0.9%
WG
60
Winton Group
United Kingdom
$21.3M -$10.4M -307,732 -34%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$20M -$16.4M -484,411 -46%
Arrowstreet Capital
62
Arrowstreet Capital
Massachusetts
$19.5M -$16.1M -476,673 -46%
Deutsche Bank
63
Deutsche Bank
Germany
$18.9M +$211K +6,238 +1%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$18.5M +$152K +4,500 +0.9%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$17.9M -$231K -6,820 -1%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$17.5M +$142K +4,196 +0.9%
BlackRock
67
BlackRock
New York
$17.4M -$573K -16,949 -3%
SEI Investments
68
SEI Investments
Pennsylvania
$17.3M +$395K +11,664 +2%
BNP Paribas Asset Management
69
BNP Paribas Asset Management
France
$16.7M +$432K +12,783 +3%
SI
70
Scout Investments
Missouri
$15.9M +$9.42M +278,439 +162%
UBS Group
71
UBS Group
Switzerland
$15.9M -$1.1M -32,374 -7%
JIR
72
James Investment Research
Ohio
$15.9M -$11M -324,847 -42%
CS
73
Credit Suisse
Switzerland
$15.8M -$7.11M -210,118 -32%
SB
74
Suntrust Banks
Georgia
$15.7M +$3.92K +116 +0%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$15.6M +$3.38K +100 +0%

UNM Hedge Fund Activity: Q3 2016 in Review

458 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2016, worth a combined $7.68B — up 9.2% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UNM positions and 37 closed out — a net gain of 1 holder — while 141 added to existing stakes and 197 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $23.2M. The largest seller was American Century Companies, cutting an estimated $39.5M.

  • 458 institutional investors held Unum (UNM) as of Q3 2016, down from 464 in Q2 2016.
  • Funds reported $7.68B of Unum stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 38 funds opened new Unum positions in Q3 2016 and 37 closed out, a net change of +1 holder.
  • The largest Unum buyer in Q3 2016 was AQR Capital Management, an estimated $23.2M added.
  • The largest Unum seller in Q3 2016 was American Century Companies, an estimated $39.5M sold.

Based on aggregated 13F filings for Q3 2016.