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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: 23 (+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: 411391 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
101
Evergreen Capital Management
Washington
$2.26M +$161K +9,069 +7%
US Bancorp
102
US Bancorp
Minnesota
$2.22M +$2.54K +143 +0.1%
CPO
103
Cerity Partners OCIO
New York
$2.12M +$83.4K +4,689 +4%
SCM
104
Snow Capital Management
Pennsylvania
$2.08M +$711K +40,000 +48%
APF
105
Alaska Permanent Fund
Alaska
$2.07M +$1.57M +88,060 +251%
Holocene Advisors
106
Holocene Advisors
New York
$2.06M -$1.3M -73,237 -37%
Wealthfront Advisers
107
Wealthfront Advisers
California
$2.02M +$474K +26,677 +28%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$2.01M -$206K -11,591 -9%
Aberdeen Group
109
Aberdeen Group
United Kingdom
$2.01M -$397K -22,302 -16%
BDF
110
Balasa Dinverno & Foltz
$1.85M +$404K +22,731 +26%
GC
111
Guggenheim Capital
Illinois
$1.81M -$355K -19,985 -16%
PI
112
PEAK6 Investments
Illinois
$1.74M +$1.06M +59,798 +138%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.7M -$323K -18,175 -15%
Los Angeles Capital Management
114
Los Angeles Capital Management
California
$1.66M -$217K -12,220 -11%
DZ Bank
115
DZ Bank
Germany
$1.63M +$715K +40,214 +71%
AIM
116
Aigen Investment Management
New York
$1.62M -$2.16M -121,477 -56%
HI
117
Human Investing
Oregon
$1.56M -$231K -13,001 -12%
CGH
118
Crossmark Global Holdings
Texas
$1.52M +$16.8K +944 +1%
Envestnet Asset Management
119
Envestnet Asset Management
Illinois
$1.5M +$484K +27,240 +44%
BC
120
Barnett & Company
Tennessee
$1.49M +$545K +30,650 +53%
Macquarie Group
121
Macquarie Group
Australia
$1.48M +$480 +27 +0%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$1.38M -$87.8K -4,939 -6%
GT
123
Glenmede Trust
Pennsylvania
$1.33M +$1.22M +68,541 +661%
ProShare Advisors
124
ProShare Advisors
Maryland
$1.32M -$14.7K -826 -1%
ACI
125
AMP Capital Investors
Australia
$1.31M +$108K +6,076 +8%

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.