Unum
414 hedge funds and large institutions have $10.4B invested in Unum in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 142 increasing their positions, 168 reducing their positions, and 47 closing their positions.
29% more call options, than puts
Call options by funds: $5.47M | Put options by funds: $4.24M
27% more capital invested
Capital invested by funds: $8.22B → $10.4B (+$2.21B)
1.21% more ownership
Funds ownership: 91.69% → 92.9% (+1.2%)
4% less funds holding
Funds holding: 431 → 414 (-17)
15% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 168
23% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 47
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$89.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$89.4M |
| 3 |
DSC
Donald Smith & Co
New York
|
+$44.4M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$40.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$205M |
| 2 |
Neuberger Berman Group
New York
|
-$76.3M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$57.6M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$55.5M |
| 5 |
Bank of New York Mellon
New York
|
-$35.4M |
UNM Hedge Fund Activity: Q4 2014 in Review
414 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2014, worth a combined $10.4B — up 27% from $8.22B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of UNM and 36 opened new positions — a net loss of 11 holders — while 168 trimmed existing stakes and 142 added.
The largest buyer was Fidelity Investments, adding an estimated $89.9M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $205M sold.
- 414 institutional investors held Unum (UNM) as of Q4 2014, down from 431 in Q3 2014.
- Funds reported $10.4B of Unum stock for Q4 2014, up 27% quarter-over-quarter.
- 36 funds opened new Unum positions in Q4 2014 and 47 closed out, a net change of -11 holders.
- The largest Unum buyer in Q4 2014 was Fidelity Investments, an estimated $89.9M added.
- The largest Unum seller in Q4 2014 was Americafirst Capital Management, an estimated $205M sold.
Based on aggregated 13F filings for Q4 2014.