We are live on ! Find out more

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
Canada Life
101
Canada Life
Manitoba, Canada
$4.59M +$592K +21,200 +18%
TPSF
102
Texas Permanent School Fund
Texas
$4.57M -$86.7K -3,102 -2%
NC
103
NewSquare Capital
Pennsylvania
$4.55M +$4.03M +144,345 New
AB
104
Amalgamated Bank
New York
$4.46M -$137K -4,902 -3%
AF
105
Amalgamated Financial
New York
$4.46M +$3.96M +141,584 New
MIM
106
MetLife Investment Management
New Jersey
$4.17M +$926K +33,131 +33%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$4.03M -$1.42M -50,662 -28%
AW
108
Apricus Wealth
South Carolina
$3.99M +$147K +5,250 +5%
Mitsubishi UFJ Trust & Banking
109
Mitsubishi UFJ Trust & Banking
Japan
$3.99M -$285K -10,210 -7%
US Bancorp
110
US Bancorp
Minnesota
$3.91M -$14.4K -516 -0.4%
Impax Asset Management Group
111
Impax Asset Management Group
United Kingdom
$3.83M -$17.4K -622 -0.5%
Holocene Advisors
112
Holocene Advisors
New York
$3.79M +$2.86M +102,233 +562%
YCM
113
Yousif Capital Management
Michigan
$3.78M +$92.3K +3,304 +3%
BC
114
Burney Company
Virginia
$3.6M -$85.9K -3,075 -3%
AG
115
Algert Global
California
$3.52M +$1.28M +45,768 +69%
Wealthfront Advisers
116
Wealthfront Advisers
California
$3.49M -$116K -4,136 -4%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$3.44M -$391K -14,008 -11%
Comerica Bank
118
Comerica Bank
Texas
$3.37M +$41.4K +1,480 +2%
HSA
119
Hussman Strategic Advisors
Maryland
$3.28M
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$3.26M -$7.39M -264,318 -72%
EVM
121
Eaton Vance Management
Massachusetts
$3.23M +$2.53M +90,626 +753%
Rafferty Asset Management
122
Rafferty Asset Management
New York
$3.23M -$139K -4,957 -5%
Allianz Asset Management
123
Allianz Asset Management
Germany
$3.18M -$1.01M -36,118 -26%
BDF
124
Balasa Dinverno & Foltz
$2.8M -$35K -1,251 -1%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$2.68M -$216K -7,729 -8%

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.