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Unum
UNM

464 hedge funds and large institutions have $7.03B invested in Unum in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 158 increasing their positions, 172 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $3.96M

162% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 26

9% more funds holding

Funds holding: 427 → 464 (+37)

2% more capital invested

Capital invested by funds: $6.88B → $7.03B (+$154M)

8% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 172

1.78% less ownership

Funds ownership: 94.85% → 93.07% (-1.8%)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
464
Holders Change
+37
Holders Change %
+8.67%
% of All Funds
12.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
68
Increased
158
Reduced
172
Closed
26
Calls
$16.7M
Puts
$3.96M
Net Calls
+$12.7M
Net Calls Change
+$3.76M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$52.7M
2
American Century Companies
American Century Companies
Missouri
+$49.2M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$29.6M
4
Norges Bank
Norges Bank
Norway
+$20.4M
5
First Trust Advisors
First Trust Advisors
Illinois
+$20.4M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$84.6M
2
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$60.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$47M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$41.9M
5
Axa
Axa
France
-$32.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
126
South Dakota Investment Council
South Dakota
$4.26M – – –
JHIU
127
Janus Henderson Investors US
Colorado
$4.24M -$22.9M -676,258 -84%
FHA
128
First Horizon Advisors
Tennessee
$4.2M -$638K -18,872 -12%
AB
129
AT Bancorp
Iowa
$4.13M +$2.54K +75 +0.1%
FCBT
130
First Citizens Bank & Trust
North Carolina
$4.08M -$278K -8,223 -6%
TD Asset Management
131
TD Asset Management
Ontario, Canada
$4.02M +$689K +20,390 +19%
CSS
132
Cubist Systematic Strategies
Connecticut
$4M +$2.61M +77,068 +158%
HIM
133
Hanlon Investment Management
New Jersey
$3.96M +$4.21M +124,505 New
DBT
134
Dubuque Bank & Trust
Iowa
$3.95M -$65.1K -1,926 -2%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$3.94M -$72.5K -2,144 -2%
OTPPB
136
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.86M -$1.23M -36,396 -23%
TI
137
Trexquant Investment
Connecticut
$3.61M +$49.7K +1,469 +1%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$3.48M -$4.06M -119,988 -52%
BC
139
Burney Company
Virginia
$3.27M +$177K +5,247 +5%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.03M -$34K -1,005 -1%
LS
141
Livforsakringsbolaget Skandia
Sweden
$3.01M – – –
N
142
Nuveen
North Carolina
$2.96M +$747K +22,079 +31%
AAM
143
Auxier Asset Management
Oregon
$2.95M -$4.67K -138 -0.1%
Marshall Wace
144
Marshall Wace
United Kingdom
$2.89M -$1.44M -42,508 -32%
OSNBOA
145
Old Second National Bank of Aurora
Illinois
$2.88M +$18.2K +538 +0.6%
PP
146
Paloma Partners
Connecticut
$2.88M +$73.4K +2,172 +2%
AAF
147
Andra AP-fonden
Sweden
$2.87M +$612K +18,100 +25%
QIM
148
Quantitative Investment Management
Virginia
$2.86M +$3.04M +90,000 New
AAM
149
Aberdeen Asset Management
United Kingdom
$2.86M -$31.2K -923 -1%
QT
150
Quantbot Technologies
New York
$2.85M +$2.48M +73,462 +458%
4 5
6
7 8

UNM Hedge Fund Activity: Q2 2016 in Review

464 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2016, worth a combined $7.03B — up 2.2% from $6.88B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new UNM positions and 26 closed out — a net gain of 42 holders — while 158 added to existing stakes and 172 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $52.7M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $84.6M.

  • 464 institutional investors held Unum (UNM) as of Q2 2016, up from 427 in Q1 2016.
  • Funds reported $7.03B of Unum stock for Q2 2016, up 2.2% quarter-over-quarter.
  • 68 funds opened new Unum positions in Q2 2016 and 26 closed out, a net change of +42 holders.
  • The largest Unum buyer in Q2 2016 was Bank of Montreal, an estimated $52.7M added.
  • The largest Unum seller in Q2 2016 was Hotchkis & Wiley Capital Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q2 2016.