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466 hedge funds and large institutions have $5.34B invested in Unum in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 148 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $120M | Put options by funds: $69.1M

55% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 49

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more capital invested

Capital invested by funds: $4.06B → $5.34B (+$1.28B)

5% more funds holding

Funds holding: 444466 (+22)

2.51% more ownership

Funds ownership: 81.49%84% (+2.5%)

3% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 152

Holders
466
Holders Change
+22
Holders Change %
+4.95%
% of All Funds
7.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
148
Reduced
152
Closed
49
Calls
$120M
Puts
$69.1M
Net Calls
+$50.8M
Net Calls Change
+$80.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
76
Freemont Management
Switzerland
$7.06M -$2.75M -98,300 -30%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$6.98M +$2.39M +85,451 +63%
MGAM
78
McGowan Group Asset Management
Texas
$6.75M -$125K -4,473 -2%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$6.69M
Franklin Resources
80
Franklin Resources
California
$6.65M +$318K +11,394 +6%
SAM
81
Storebrand Asset Management
Norway
$6.56M +$1.87M +67,078 +48%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$6.55M -$14.3M -510,498 -71%
WI
83
WBI Investments
New Jersey
$6.45M +$3.73M +133,411 +184%
FP
84
Foundry Partners
Minnesota
$6.33M -$11.8M -420,748 -68%
BFM
85
Boston Financial Management
Massachusetts
$6.3M
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.26M -$182K -6,517 -3%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$6.14M +$21.8K +782 +0.4%
RJA
88
Raymond James & Associates
Florida
$6.02M -$2.23M -79,706 -29%
MOACM
89
Mutual of America Capital Management
New York
$5.88M +$99.8K +3,573 +2%
Robeco Institutional Asset Management
90
Robeco Institutional Asset Management
Netherlands
$5.73M
LPL Financial
91
LPL Financial
California
$5.7M +$630K +22,539 +14%
BC
92
Barnett & Company
Tennessee
$5.46M +$244K +8,750 +5%
Group One Trading
93
Group One Trading
Illinois
$5.26M +$4.66M +166,890 New
PI
94
Putnam Investments
Massachusetts
$5.25M -$751K -26,896 -14%
Canada Pension Plan Investment Board
95
Canada Pension Plan Investment Board
Ontario, Canada
$5.06M +$293K +10,500 +7%
FC
96
Full18 Capital
Connecticut
$4.95M +$4.63M +165,841 New
Voloridge Investment Management
97
Voloridge Investment Management
Florida
$4.83M -$3.69M -132,179 -46%
MHI
98
Miller Howard Investments
New York
$4.73M -$4.19M -150,000 -50%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$4.72M +$112K +4,012 +3%
CIM
100
Cambria Investment Management
California
$4.62M +$1.36M +48,816 +50%

UNM Hedge Fund Activity: Q1 2022 in Review

466 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2022, worth a combined $5.34B — up 31% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new UNM positions and 49 closed out — a net gain of 27 holders — while 148 added to existing stakes and 152 trimmed.

The largest buyer was Norges Bank, adding an estimated $177M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $121M sold.

  • 466 institutional investors held Unum (UNM) as of Q1 2022, up from 444 in Q4 2021.
  • Funds reported $5.34B of Unum stock for Q1 2022, up 31% quarter-over-quarter.
  • 76 funds opened new Unum positions in Q1 2022 and 49 closed out, a net change of +27 holders.
  • The largest Unum buyer in Q1 2022 was Norges Bank, an estimated $177M added.
  • The largest Unum seller in Q1 2022 was Arrowstreet Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2022.