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458 hedge funds and large institutions have $7.68B invested in Unum in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 141 increasing their positions, 197 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $8.56M | Put options by funds: $4.01M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

9% more capital invested

Capital invested by funds: $7.03B → $7.68B (+$647M)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.02% less ownership

Funds ownership: 93.07%93.06% (-0.02%)

1% less funds holding

Funds holding: 464458 (-6)

28% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 197

Holders
458
Holders Change
-6
Holders Change %
-1.29%
% of All Funds
12.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
141
Reduced
197
Closed
37
Calls
$8.56M
Puts
$4.01M
Net Calls
+$4.55M
Net Calls Change
-$8.16M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$15.1M -$1.13M -33,352 -7%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$14.7M -$110K -3,240 -0.8%
CEP
78
Chicago Equity Partners
Illinois
$14.2M +$5.37M +158,750 +66%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$13.8M -$85.9K -2,538 -0.6%
Lazard Asset Management
80
Lazard Asset Management
New York
$13.6M +$4.4M +130,021 +51%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$13.1M +$309K +9,144 +3%
JIM
82
Jupiter Investment Management
United Kingdom
$13M -$1.62M -48,003 -12%
APG Asset Management
83
APG Asset Management
Netherlands
$12.1M +$4.69M +138,700 +68%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$12.1M -$474K -14,000 -4%
FP
85
Foundry Partners
Minnesota
$11.4M -$2.45M -72,349 -18%
LS
86
Livforsakringsbolaget Skandia
Sweden
$11.4M +$1.16M +34,231 +36%
RJA
87
Raymond James & Associates
Florida
$11.1M +$1.08M +31,935 +11%
BGIM
88
Brandywine Global Investment Management
Pennsylvania
$11M +$641K +18,935 +6%
BJ
89
BlackRock Japan
Japan
$10.8M +$69.2K +2,045 +0.7%
IGIM
90
I.G. Investment Management
Manitoba, Canada
$9.55M +$28.3K +836 +0.3%
CS
91
Candriam SCA
Luxembourg
$8.32M -$864K -25,523 -10%
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$8.32M +$1.27M +37,471 +19%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.15M -$305K -9,014 -4%
Los Angeles Capital Management
94
Los Angeles Capital Management
California
$7.84M -$24.5K -725 -0.3%
JHIU
95
Janus Henderson Investors US
Colorado
$7.7M +$2.87M +84,783 +64%
Canada Life
96
Canada Life
Manitoba, Canada
$7.45M +$126K +3,733 +2%
AG
97
Aperio Group
California
$7.32M +$319K +9,431 +5%
Fisher Asset Management
98
Fisher Asset Management
Washington
$7.3M -$1.38M -40,809 -16%
ACI
99
AMP Capital Investors
Australia
$7.26M +$1.28M +37,946 +22%
GT
100
Glenmede Trust
Pennsylvania
$7.18M +$4.1M +121,226 +148%

UNM Hedge Fund Activity: Q3 2016 in Review

458 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2016, worth a combined $7.68B — up 9.2% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UNM positions and 37 closed out — a net gain of 1 holder — while 141 added to existing stakes and 197 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $23.2M. The largest seller was American Century Companies, cutting an estimated $39.5M.

  • 458 institutional investors held Unum (UNM) as of Q3 2016, down from 464 in Q2 2016.
  • Funds reported $7.68B of Unum stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 38 funds opened new Unum positions in Q3 2016 and 37 closed out, a net change of +1 holder.
  • The largest Unum buyer in Q3 2016 was AQR Capital Management, an estimated $23.2M added.
  • The largest Unum seller in Q3 2016 was American Century Companies, an estimated $39.5M sold.

Based on aggregated 13F filings for Q3 2016.