Unum
UNM
549 hedge funds and large institutions have $9.79B invested in Unum in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 207 reducing their positions, and 69 closing their positions.
1.32% more ownership
Funds ownership: 91.68% → 93.01% (+1.3%)
3% less funds holding
Funds holding: 565 → 549 (-16)
11% less repeat investments, than reductions
Existing positions increased: 184 | Existing positions reduced: 207
13% less capital invested
Capital invested by funds: $11.3B → $9.79B (-$1.48B)
14% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 69
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
51% less call options, than puts
Call options by funds: $8.61M | Put options by funds: $17.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$74.2M |
| 2 |
Millennium Management
New York
|
+$38.6M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$27.7M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$26.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$25.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$97M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$42.3M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$32.2M |
| 4 |
DSC
Donald Smith & Co
New York
|
-$31.3M |
| 5 |
State Street
Boston,
Massachusetts
|
-$20.1M |
UNM Hedge Fund Activity: Q1 2018 in Review
549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2018, worth a combined $9.79B — down 13% from $11.3B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of UNM and 59 opened new positions — a net loss of 10 holders — while 207 trimmed existing stakes and 184 added.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $74.2M. The largest seller was Boston Partners, cutting an estimated $97M.
- 549 institutional investors held Unum (UNM) as of Q1 2018, down from 565 in Q4 2017.
- Funds reported $9.79B of Unum stock for Q1 2018, down 13% quarter-over-quarter.
- 59 funds opened new Unum positions in Q1 2018 and 69 closed out, a net change of -10 holders.
- The largest Unum buyer in Q1 2018 was Schroder Investment Management Group, an estimated $74.2M added.
- The largest Unum seller in Q1 2018 was Boston Partners, an estimated $97M sold.
Based on aggregated 13F filings for Q1 2018.