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Unum
UNM

391 hedge funds and large institutions have $2.98B invested in Unum in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

3% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $17.9M

4% less capital invested

Capital invested by funds: $3.12B → $2.98B (-$136M)

5% less funds holding

Funds holding: 411 → 391 (-20)

5.44% less ownership

Funds ownership: 92.39% → 86.95% (-5.4%)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

28% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 58

Holders
391
Holders Change
-20
Holders Change %
-4.87%
% of All Funds
7.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
42
Increased
139
Reduced
157
Closed
58
Calls
$18.4M
Puts
$17.9M
Net Calls
+$478K
Net Calls Change
+$18.7M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$12.2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$11.6M
3
ZP
Zimmer Partners
New York
+$9.16M
4
PP
Prudential plc
United Kingdom
+$6.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$5.36M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$46.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$21.2M
3
Goldman Sachs
Goldman Sachs
New York
-$21M
4
Millennium Management
Millennium Management
New York
-$14.3M
5
BlackRock
BlackRock
New York
-$13.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
76
Gateway Investment Advisers
Ohio
$4.24M +$1.49M +83,679 +50%
Barclays
77
Barclays
United Kingdom
$4.23M -$2.03M -114,369 -31%
BC
78
Burney Company
Virginia
$4.21M +$343K +19,281 +8%
CS
79
Credit Suisse
Switzerland
$3.97M -$232K -13,035 -5%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$3.92M +$35.8K +2,011 +0.9%
ANI
81
American National Insurance
Texas
$3.89M – – –
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$3.84M +$460K +25,891 +13%
RJA
83
Raymond James & Associates
Florida
$3.78M +$206K +11,591 +5%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.51M -$638K -35,871 -15%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$3.49M +$418K +23,478 +13%
GHAM
86
Gilman Hill Asset Management
Connecticut
$3.3M +$268K +15,055 +8%
SFI
87
Susquehanna Fundamental Investments
Pennsylvania
$3.13M +$3.31M +186,269 New
AG
88
Algert Global
California
$3.13M +$3.3M +185,775 New
Osaic Holdings
89
Osaic Holdings
Arizona
$2.81M +$510K +28,701 +21%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$2.71M -$61.5K -3,458 -2%
QI
91
QS Investors
New York
$2.67M +$183K +10,285 +7%
FHA
92
First Horizon Advisors
Tennessee
$2.67M +$101K +5,671 +4%
CIC
93
Cornercap Investment Counsel
Georgia
$2.64M -$152K -8,524 -5%
American Century Companies
94
American Century Companies
Missouri
$2.61M +$1.22M +68,649 +79%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$2.56M -$259K -14,540 -9%
Renaissance Technologies
96
Renaissance Technologies
New York
$2.54M -$455K -25,600 -14%
Franklin Resources
97
Franklin Resources
California
$2.49M +$464K +26,066 +21%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$2.47M -$226K -12,690 -8%
BF
99
BOK Financial
Oklahoma
$2.46M +$313K +17,596 +14%
Mitsubishi UFJ Trust & Banking
100
Mitsubishi UFJ Trust & Banking
Japan
$2.46M +$242K +13,600 +10%
2 3
4
5 6

UNM Hedge Fund Activity: Q3 2020 in Review

391 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2020, worth a combined $2.98B — down 4.4% from $3.12B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UNM and 42 opened new positions — a net loss of 16 holders — while 157 trimmed existing stakes and 139 added.

The largest buyer was Charles Schwab, adding an estimated $12.2M. The largest seller was Prudential Financial, cutting an estimated $46.6M.

  • 391 institutional investors held Unum (UNM) as of Q3 2020, down from 411 in Q2 2020.
  • Funds reported $2.98B of Unum stock for Q3 2020, down 4.4% quarter-over-quarter.
  • 42 funds opened new Unum positions in Q3 2020 and 58 closed out, a net change of -16 holders.
  • The largest Unum buyer in Q3 2020 was Charles Schwab, an estimated $12.2M added.
  • The largest Unum seller in Q3 2020 was Prudential Financial, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2020.