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Unum
UNM

389 hedge funds and large institutions have $8.44B invested in Unum in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 162 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $7.62M | Put options by funds: $2.78M

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

5% more funds holding

Funds holding: 369 → 389 (+20)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.9% less ownership

Funds ownership: 93.16% → 92.26% (-0.9%)

11% less capital invested

Capital invested by funds: $9.52B → $8.44B (-$1.08B)

23% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 162

Holders
389
Holders Change
+20
Holders Change %
+5.42%
% of All Funds
11.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
51
Increased
125
Reduced
162
Closed
29
Calls
$7.62M
Puts
$2.78M
Net Calls
+$4.84M
Net Calls Change
+$93K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$41.1M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$32.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$30.1M
4
CIP
Cornerstone Investment Partners
Georgia
+$26.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$75.9M
2
NIMC
NWQ Investment Management Company
California
-$55.7M
3
JP Morgan Chase
JP Morgan Chase
New York
-$47.6M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$38.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
101
Swiss National Bank
Switzerland
$9.88M -$239K -7,300 -3%
Fisher Asset Management
102
Fisher Asset Management
Washington
$9.76M -$226K -6,900 -2%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$9.7M -$5.1M -155,780 -36%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$9.46M +$1.92M +58,611 +28%
Aviva
105
Aviva
United Kingdom
$9.08M -$6.37M -194,377 -43%
LI
106
LMCG Investments
Massachusetts
$8.87M +$1.33M +40,561 +19%
FCAM
107
F&C Asset Management
United Kingdom
$8.62M -$4.18M -127,605 -34%
BCIM
108
British Columbia Investment Management
British Columbia, Canada
$8.56M +$1.02M +31,029 +15%
U
109
UBS
Switzerland
$8.51M +$2.24M +68,363 +39%
IG
110
ING Group
Netherlands
$8.44M -$868K -26,516 -10%
CBOA
111
Commonwealth Bank of Australia
Australia
$8.28M -$44.8K -1,368 -0.6%
NFA
112
Nationwide Fund Advisors
Ohio
$7.86M -$1.67M -51,026 -19%
Citigroup
113
Citigroup
New York
$7.78M -$3.34M -102,004 -32%
AMI
114
Amica Mutual Insurance
Rhode Island
$7.61M – – –
ARC
115
Absolute Return Capital
Massachusetts
$7.47M +$563K +17,202 +9%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$7.44M -$1.12M -34,262 -14%
AI
117
Analytic Investors
California
$7.18M +$3.08M +94,154 +85%
CPS
118
Counsel Portfolio Services
Ontario, Canada
$6.81M -$263K -8,020 -4%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$6.75M +$192K +5,865 +3%
PI
120
PGGM Investments
Netherlands
$6.63M -$166K -5,060 -3%
STC
121
SEI Trust Company
Pennsylvania
$6.6M -$492K -15,014 -7%
FP
122
Foundry Partners
Minnesota
$6.51M +$6.07M +185,475 New
N
123
Natixis
France
$6.49M +$524K +16,000 +9%
SG Americas Securities
124
SG Americas Securities
New York
$6.28M +$733K +22,393 +14%
LAM
125
Lingohr Asset Management
Germany
$6.08M +$151K +4,600 +3%
3 4
5
6 7

UNM Hedge Fund Activity: Q4 2013 in Review

389 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2013, worth a combined $8.44B — down 11% from $9.52B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UNM positions and 29 closed out — a net gain of 22 holders — while 125 added to existing stakes and 162 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $41.1M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $75.9M.

  • 389 institutional investors held Unum (UNM) as of Q4 2013, up from 369 in Q3 2013.
  • Funds reported $8.44B of Unum stock for Q4 2013, down 11% quarter-over-quarter.
  • 51 funds opened new Unum positions in Q4 2013 and 29 closed out, a net change of +22 holders.
  • The largest Unum buyer in Q4 2013 was Citadel Advisors, an estimated $41.1M added.
  • The largest Unum seller in Q4 2013 was Hotchkis & Wiley Capital Management, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2013.