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391 hedge funds and large institutions have $2.98B invested in Unum in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $17.9M

4% less capital invested

Capital invested by funds: $3.12B → $2.98B (-$136M)

5% less funds holding

Funds holding: 411391 (-20)

5.44% less ownership

Funds ownership: 92.39%86.95% (-5.4%)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

28% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 58

Holders
391
Holders Change
-20
Holders Change %
-4.87%
% of All Funds
7.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
42
Increased
139
Reduced
157
Closed
58
Calls
$18.4M
Puts
$17.9M
Net Calls
+$478K
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Storebrand Asset Management
Norway
$8.04M -$171K -9,595 -2%
Prudential Financial
52
Prudential Financial
New Jersey
$8.01M -$46.6M -2,623,242 -85%
PAM
53
Panagora Asset Management
Massachusetts
$7.82M -$119K -6,679 -1%
Swiss National Bank
54
Swiss National Bank
Switzerland
$7.76M +$51.4K +2,892 +0.6%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$7.29M +$1.86M +104,689 +35%
Mackenzie Financial
56
Mackenzie Financial
Ontario, Canada
$7.02M -$2.81M -157,850 -27%
Truist Financial
57
Truist Financial
North Carolina
$6.93M +$55.7K +3,134 +0.8%
UBS AM
58
UBS AM
Illinois
$6.71M -$931K -52,373 -12%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$6.49M -$226K -12,706 -3%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$6.39M -$42.5K -2,391 -0.6%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$6.13M +$125K +7,011 +2%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$5.99M -$259K -14,567 -4%
MSE
63
MUFG Securities EMEA
United Kingdom
$5.87M +$3.75M +211,100 +153%
MLM
64
Mount Lucas Management
Pennsylvania
$5.51M -$339K -19,088 -6%
CSS
65
Cubist Systematic Strategies
Connecticut
$5.24M -$2.96M -166,510 -35%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$5.23M -$640K -36,000 -10%
Squarepoint
67
Squarepoint
New York
$5.17M -$4.76M -267,605 -47%
Citadel Advisors
68
Citadel Advisors
Florida
$5.07M +$5.36M +301,190 New
Allianz Asset Management
69
Allianz Asset Management
Germany
$5.01M +$1.77M +99,491 +50%
PI
70
Putnam Investments
Massachusetts
$4.94M +$5.22M +293,347 New
Acadian Asset Management
71
Acadian Asset Management
Massachusetts
$4.86M -$5.38M -302,804 -51%
Citigroup
72
Citigroup
New York
$4.78M +$1.64M +92,391 +48%
Wells Fargo
73
Wells Fargo
California
$4.68M +$1.98M +111,129 +66%
DA
74
Duality Advisers
Florida
$4.63M -$761K -42,814 -13%
CI Investments Inc
75
CI Investments Inc
Ontario, Canada
$4.33M -$178K -10,017 -4%

UNM Hedge Fund Activity: Q3 2020 in Review

391 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2020, worth a combined $2.98B — down 4.4% from $3.12B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UNM and 42 opened new positions — a net loss of 16 holders — while 157 trimmed existing stakes and 139 added.

The largest buyer was Charles Schwab, adding an estimated $12.2M. The largest seller was Prudential Financial, cutting an estimated $46.6M.

  • 391 institutional investors held Unum (UNM) as of Q3 2020, down from 411 in Q2 2020.
  • Funds reported $2.98B of Unum stock for Q3 2020, down 4.4% quarter-over-quarter.
  • 42 funds opened new Unum positions in Q3 2020 and 58 closed out, a net change of -16 holders.
  • The largest Unum buyer in Q3 2020 was Charles Schwab, an estimated $12.2M added.
  • The largest Unum seller in Q3 2020 was Prudential Financial, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2020.