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Unum
UNM

389 hedge funds and large institutions have $8.44B invested in Unum in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 162 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $7.62M | Put options by funds: $2.78M

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

5% more funds holding

Funds holding: 369 → 389 (+20)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.9% less ownership

Funds ownership: 93.16% → 92.26% (-0.9%)

11% less capital invested

Capital invested by funds: $9.52B → $8.44B (-$1.08B)

23% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 162

Holders
389
Holders Change
+20
Holders Change %
+5.42%
% of All Funds
11.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
51
Increased
125
Reduced
162
Closed
29
Calls
$7.62M
Puts
$2.78M
Net Calls
+$4.84M
Net Calls Change
+$93K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$41.1M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$32.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$30.1M
4
CIP
Cornerstone Investment Partners
Georgia
+$26.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$75.9M
2
NIMC
NWQ Investment Management Company
California
-$55.7M
3
JP Morgan Chase
JP Morgan Chase
New York
-$47.6M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$38.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$17M -$119K -3,645 -0.7%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$17M +$111K +3,400 +0.7%
Millennium Management
78
Millennium Management
New York
$16.7M +$14.6M +445,251 +1,443%
NI
79
Numeric Investors
Massachusetts
$16.6M -$851K -26,000 -5%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$16.3M +$1.63M +49,807 +12%
MLM
81
Mount Lucas Management
Pennsylvania
$16M -$414K -12,646 -3%
ACI
82
AMP Capital Investors
Australia
$14M +$1.99M +60,704 +18%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$14M – – –
Deutsche Bank
84
Deutsche Bank
Germany
$13.8M -$6.52M -199,216 -34%
BA
85
BlackRock Advisors
Delaware
$13.6M -$21.3K -651 -0.2%
US Bancorp
86
US Bancorp
Minnesota
$13.1M +$1.32M +40,343 +12%
RhumbLine Advisers
87
RhumbLine Advisers
Massachusetts
$13M -$910K -27,786 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
88
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$13M -$616K -18,805 -5%
First Trust Advisors
89
First Trust Advisors
Illinois
$12.9M +$2.39M +72,892 +25%
MTB
90
Mizuho Trust & Banking
Japan
$12.8M +$133K +4,048 +1%
RFC
91
Russell Frank Company
Washington
$12M -$2.35M -71,708 -16%
Principal Financial Group
92
Principal Financial Group
Iowa
$11.8M -$117K -3,562 -1%
Barclays
93
Barclays
United Kingdom
$11.8M +$395K +12,049 +4%
APG Asset Management
94
APG Asset Management
Netherlands
$11.3M -$163K -4,983 -2%
Massachusetts Financial Services
95
Massachusetts Financial Services
Massachusetts
$11.3M -$232K -7,100 -2%
Norges Bank
96
Norges Bank
Norway
$11.2M -$8.56M -261,267 -45%
BJ
97
BlackRock Japan
Japan
$11.2M -$491K -15,003 -4%
DCM
98
Decade Capital Management
New York
$10.8M +$10.1M +308,900 New
Korea Investment Corp
99
Korea Investment Corp
South Korea
$10.3M -$596K -18,200 -6%
Canada Pension Plan Investment Board
100
Canada Pension Plan Investment Board
Ontario, Canada
$9.91M -$1.94M -59,328 -17%
2 3
4
5 6

UNM Hedge Fund Activity: Q4 2013 in Review

389 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2013, worth a combined $8.44B — down 11% from $9.52B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UNM positions and 29 closed out — a net gain of 22 holders — while 125 added to existing stakes and 162 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $41.1M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $75.9M.

  • 389 institutional investors held Unum (UNM) as of Q4 2013, up from 369 in Q3 2013.
  • Funds reported $8.44B of Unum stock for Q4 2013, down 11% quarter-over-quarter.
  • 51 funds opened new Unum positions in Q4 2013 and 29 closed out, a net change of +22 holders.
  • The largest Unum buyer in Q4 2013 was Citadel Advisors, an estimated $41.1M added.
  • The largest Unum seller in Q4 2013 was Hotchkis & Wiley Capital Management, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2013.