Unum
459 hedge funds and large institutions have $4.67B invested in Unum in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 154 increasing their positions, 159 reducing their positions, and 51 closing their positions.
115% more call options, than puts
Call options by funds: $73.9M | Put options by funds: $34.3M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
35% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 51
19% more capital invested
Capital invested by funds: $3.93B → $4.67B (+$732M)
3% more funds holding
Funds holding: 444 → 459 (+15)
3% less repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 159
1.77% less ownership
Funds ownership: 84.16% → 82.39% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$31.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$30.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$29.2M |
| 4 |
State Street
Boston,
Massachusetts
|
+$22.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$60.7M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
-$42.4M |
| 3 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
-$26.6M |
| 4 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$20.8M |
| 5 |
DSC
Donald Smith & Co
New York
|
-$19.5M |
UNM Hedge Fund Activity: Q1 2021 in Review
459 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2021, worth a combined $4.67B — up 19% from $3.93B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new UNM positions and 51 closed out — a net gain of 18 holders — while 154 added to existing stakes and 159 trimmed.
The largest buyer was BlackRock, adding an estimated $31.6M. The largest seller was Prudential plc, cutting an estimated $60.7M.
- 459 institutional investors held Unum (UNM) as of Q1 2021, up from 444 in Q4 2020.
- Funds reported $4.67B of Unum stock for Q1 2021, up 19% quarter-over-quarter.
- 69 funds opened new Unum positions in Q1 2021 and 51 closed out, a net change of +18 holders.
- The largest Unum buyer in Q1 2021 was BlackRock, an estimated $31.6M added.
- The largest Unum seller in Q1 2021 was Prudential plc, an estimated $60.7M sold.
Based on aggregated 13F filings for Q1 2021.