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Unum
UNM

464 hedge funds and large institutions have $7.03B invested in Unum in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 158 increasing their positions, 172 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $3.96M

162% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 26

9% more funds holding

Funds holding: 427 → 464 (+37)

2% more capital invested

Capital invested by funds: $6.88B → $7.03B (+$154M)

8% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 172

1.78% less ownership

Funds ownership: 94.85% → 93.07% (-1.8%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
464
Holders Change
+37
Holders Change %
+8.67%
% of All Funds
12.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
68
Increased
158
Reduced
172
Closed
26
Calls
$16.7M
Puts
$3.96M
Net Calls
+$12.7M
Net Calls Change
+$3.76M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$52.7M
2
American Century Companies
American Century Companies
Missouri
+$49.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$29.6M
4
Norges Bank
Norges Bank
Norway
+$20.4M
5
First Trust Advisors
First Trust Advisors
Illinois
+$20.4M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$84.6M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$60.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$47M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$41.9M
5
Axa
Axa
France
-$32.5M
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
$13.4M +$2.61M +77,331 +23%
JIM
77
Jupiter Investment Management
United Kingdom
$13.2M +$7.87M +232,733 +127%
Barclays
78
Barclays
United Kingdom
$12.8M +$3.86M +114,122 +40%
FP
79
Foundry Partners
Minnesota
$12.6M +$492K +14,545 +4%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$12.5M -$6.23M -184,228 -32%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$12.5M +$4.6M +135,977 +53%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$12M +$2.25M +66,568 +21%
MLM
83
Mount Lucas Management
Pennsylvania
$11.9M -$124K -3,659 -1%
RhumbLine Advisers
84
RhumbLine Advisers
Massachusetts
$11.5M +$744K +22,012 +6%
O
85
OppenheimerFunds
New York
$11.4M -$19.2M -568,542 -61%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$11.3M -$223K -6,600 -2%
Millennium Management
87
Millennium Management
New York
$10.7M +$11.4M +336,563 New
BJ
88
BlackRock Japan
Japan
$9.64M +$10K +296 +0.1%
BGIM
89
Brandywine Global Investment Management
Pennsylvania
$9.33M +$753K +22,260 +8%
RJA
90
Raymond James & Associates
Florida
$9.02M +$24.4K +722 +0.3%
CIM
91
Calvert Investment Management
Maryland
$8.65M +$8.56M +253,015 +1,329%
IGIM
92
I.G. Investment Management
Manitoba, Canada
$8.57M +$156K +4,615 +2%
CS
93
Candriam SCA
Luxembourg
$8.31M +$2.24M +66,208 +34%
Lazard Asset Management
94
Lazard Asset Management
New York
$8.09M +$4.32M +127,619 +101%
Fisher Asset Management
95
Fisher Asset Management
Washington
$7.75M -$552K -16,316 -6%
CEP
96
Chicago Equity Partners
Illinois
$7.69M +$8.18M +242,010 New
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.62M +$89.7K +2,654 +1%
Los Angeles Capital Management
98
Los Angeles Capital Management
California
$7.08M +$3.46M +102,207 +85%
Axa
99
Axa
France
$6.7M -$32.5M -962,080 -82%
VRS
100
Virginia Retirement Systems
Virginia
$6.62M +$7.04M +208,100 New
2 3
4
5 6

UNM Hedge Fund Activity: Q2 2016 in Review

464 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2016, worth a combined $7.03B — up 2.2% from $6.88B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new UNM positions and 26 closed out — a net gain of 42 holders — while 158 added to existing stakes and 172 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $52.7M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $84.6M.

  • 464 institutional investors held Unum (UNM) as of Q2 2016, up from 427 in Q1 2016.
  • Funds reported $7.03B of Unum stock for Q2 2016, up 2.2% quarter-over-quarter.
  • 68 funds opened new Unum positions in Q2 2016 and 26 closed out, a net change of +42 holders.
  • The largest Unum buyer in Q2 2016 was Bank of Montreal, an estimated $52.7M added.
  • The largest Unum seller in Q2 2016 was Hotchkis & Wiley Capital Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q2 2016.