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Unum
UNM

525 hedge funds and large institutions have $6.64B invested in Unum in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 191 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $94.8M | Put options by funds: $42.2M

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 191

0.17% more ownership

Funds ownership: 85.04% → 85.21% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0% less funds holding

Funds holding: 527 → 525 (-2)

5% less capital invested

Capital invested by funds: $7.02B → $6.64B (-$376M)

Holders
525
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.37%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
65
Increased
192
Reduced
191
Closed
63
Calls
$94.8M
Puts
$42.2M
Net Calls
+$52.6M
Net Calls Change
+$18.2M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$60.1M
2
AssetMark Inc
AssetMark Inc
California
+$48.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$48.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$35.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$287M
2
Invesco
Invesco
Georgia
-$40.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$38.8M
4
State Street
State Street
Massachusetts
-$38.3M
5
BlackRock
BlackRock
New York
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Macquarie Group
51
Macquarie Group
Australia
$18.3M -$6.57M -159,060 -26%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.3M -$6.02M -145,863 -24%
Ameriprise
53
Ameriprise
Minnesota
$17.8M -$112K -2,708 -0.6%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$17.3M -$2.55M -61,811 -12%
Swiss National Bank
55
Swiss National Bank
Switzerland
$17M -$2.21M -53,500 -11%
MGAM
56
McGowan Group Asset Management
Texas
$16.8M -$131K -3,170 -0.7%
VRS
57
Virginia Retirement Systems
Virginia
$16.7M -$463K -11,200 -3%
GC
58
Guggenheim Capital
Illinois
$16.6M -$324K -7,838 -2%
Truist Financial
59
Truist Financial
North Carolina
$16.5M -$95.9K -2,322 -0.6%
AllianceBernstein
60
AllianceBernstein
Tennessee
$16.5M +$5.13M +124,119 +43%
SAM
61
Storebrand Asset Management
Norway
$16.1M +$2.73M +66,000 +19%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$16M -$377K -9,134 -2%
AWM
63
AE Wealth Management
Kansas
$15.7M +$16.2M +391,134 +5,690%
Axa
64
Axa
France
$15.6M -$11.4M -277,002 -41%
UBS AM
65
UBS AM
Illinois
$15.1M -$2.45M -59,299 -13%
AU
66
Algebris (UK)
United Kingdom
$14.9M +$15.5M +374,835 New
Franklin Resources
67
Franklin Resources
California
$14.6M -$2.66M -64,520 -15%
Arrowstreet Capital
68
Arrowstreet Capital
Massachusetts
$14M +$5.22M +126,338 +56%
Man Group
69
Man Group
United Kingdom
$13.7M -$18.8M -454,778 Closed
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$13.5M +$183K +4,429 +1%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$12.9M -$1.05M -25,507 -7%
BCAM
72
Boston Common Asset Management
Massachusetts
$12.7M -$2.94M -71,279 -18%
SEI Investments
73
SEI Investments
Pennsylvania
$12.5M +$1.53M +37,088 +13%
Verition Fund Management
74
Verition Fund Management
Connecticut
$12M +$12.1M +292,406 +2,607%
Hudson Bay Capital Management
75
Hudson Bay Capital Management
Connecticut
$11.9M +$12.4M +300,000 New
1 2
3
4 5

UNM Hedge Fund Activity: Q1 2023 in Review

525 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2023, worth a combined $6.64B — down 5.4% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UNM positions and 63 closed out — a net gain of 2 holders — while 192 added to existing stakes and 191 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $60.1M. The largest seller was Fidelity Investments, cutting an estimated $287M.

  • 525 institutional investors held Unum (UNM) as of Q1 2023, down from 527 in Q4 2022.
  • Funds reported $6.64B of Unum stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 65 funds opened new Unum positions in Q1 2023 and 63 closed out, a net change of +2 holders.
  • The largest Unum buyer in Q1 2023 was Citadel Advisors, an estimated $60.1M added.
  • The largest Unum seller in Q1 2023 was Fidelity Investments, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2023.