Unum
369 hedge funds and large institutions have $9.52B invested in Unum in 2013 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 127 increasing their positions, 146 reducing their positions, and 26 closing their positions.
151% more call options, than puts
Call options by funds: $7.89M | Put options by funds: $3.15M
85% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 26
32% more capital invested
Capital invested by funds: $7.22B → $9.52B (+$2.31B)
5% more funds holding
Funds holding: 351 → 369 (+18)
0.17% less ownership
Funds ownership: 93.33% → 93.16% (-0.17%)
13% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 146
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$50.9M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$44.4M |
| 3 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
+$32.1M |
| 4 |
WCM
Winton Capital Management
London,
United Kingdom
|
+$18.2M |
| 5 |
CCMH
Cornerstone Capital Management Holdings
New York
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$94.8M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$51.3M |
| 3 |
Neuberger Berman Group
New York
|
-$47M |
| 4 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$45.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$39.1M |
UNM Hedge Fund Activity: Q3 2013 in Review
369 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2013, worth a combined $9.52B — up 32% from $7.22B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new UNM positions and 26 closed out — a net gain of 22 holders — while 127 added to existing stakes and 146 trimmed.
The largest buyer was AJO LP, adding an estimated $50.9M. The largest seller was NWQ Investment Management Company, cutting an estimated $94.8M.
- 369 institutional investors held Unum (UNM) as of Q3 2013, up from 351 in Q2 2013.
- Funds reported $9.52B of Unum stock for Q3 2013, up 32% quarter-over-quarter.
- 48 funds opened new Unum positions in Q3 2013 and 26 closed out, a net change of +22 holders.
- The largest Unum buyer in Q3 2013 was AJO LP, an estimated $50.9M added.
- The largest Unum seller in Q3 2013 was NWQ Investment Management Company, an estimated $94.8M sold.
Based on aggregated 13F filings for Q3 2013.