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486 hedge funds and large institutions have $5.76B invested in Unum in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $45.7M

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

8% more capital invested

Capital invested by funds: $5.34B → $5.76B (+$417M)

4% more funds holding

Funds holding: 466486 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.07% less ownership

Funds ownership: 84%83.93% (-0.07%)

4% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 165

Holders
486
Holders Change
+20
Holders Change %
+4.29%
% of All Funds
8.19%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
79
Increased
159
Reduced
165
Closed
51
Calls
$87.5M
Puts
$45.7M
Net Calls
+$41.8M
Net Calls Change
-$9.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$14.1M +$1.53M +45,089 +12%
American Century Companies
52
American Century Companies
Missouri
$13.9M +$2.91M +85,964 +27%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$12.7M -$601K -17,767 -5%
BCAM
54
Boston Common Asset Management
Massachusetts
$12.3M -$1.99M -58,794 -14%
OSAM
55
O'Shaughnessy Asset Management
Connecticut
$12.2M +$2.19M +64,765 +22%
Wells Fargo
56
Wells Fargo
California
$12.2M -$4.31M -127,458 -26%
GIA
57
Gateway Investment Advisers
Ohio
$11.6M +$23.8K +703 +0.2%
AIG
58
American International Group
New York
$11.3M -$477K -14,105 -4%
Franklin Resources
59
Franklin Resources
California
$10.8M +$3.62M +106,888 +51%
AllianceBernstein
60
AllianceBernstein
Tennessee
$10.5M -$9.4M -277,817 -47%
CS
61
Credit Suisse
Switzerland
$10.5M -$786K -23,212 -7%
IP
62
Interval Partners
New York
$9.82M +$9.77M +288,629 New
BC
63
Brookfield Corp
Ontario, Canada
$9.4M +$1.58M +46,698 +20%
Two Sigma Investments
64
Two Sigma Investments
New York
$9.21M -$18M -531,288 -66%
HF
65
HRT Financial
New York
$9.21M +$9.16M +270,577 New
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$8.97M -$58.1K -1,716 -0.6%
Barclays
67
Barclays
United Kingdom
$8.89M -$530K -15,668 -6%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$8.68M +$1.14M +33,790 +15%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$8.46M -$5.92M -174,873 -41%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$8.18M -$404K -11,932 -5%
Osaic Holdings
71
Osaic Holdings
Arizona
$8.14M +$201K +5,949 +3%
GHAM
72
Gilman Hill Asset Management
Connecticut
$7.95M +$147K +4,342 +2%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$7.85M +$626K +18,482 +9%
Assenagon Asset Management
74
Assenagon Asset Management
Luxembourg
$7.38M +$7.34M +216,862 New
FM
75
Freemont Management
Switzerland
$7.27M -$352K -10,400 -5%

UNM Hedge Fund Activity: Q2 2022 in Review

486 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2022, worth a combined $5.76B — up 7.8% from $5.34B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new UNM positions and 51 closed out — a net gain of 28 holders — while 159 added to existing stakes and 165 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $107M. The largest seller was Deutsche Bank, cutting an estimated $62.5M.

  • 486 institutional investors held Unum (UNM) as of Q2 2022, up from 466 in Q1 2022.
  • Funds reported $5.76B of Unum stock for Q2 2022, up 7.8% quarter-over-quarter.
  • 79 funds opened new Unum positions in Q2 2022 and 51 closed out, a net change of +28 holders.
  • The largest Unum buyer in Q2 2022 was Viking Global Investors, an estimated $107M added.
  • The largest Unum seller in Q2 2022 was Deutsche Bank, an estimated $62.5M sold.

Based on aggregated 13F filings for Q2 2022.