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458 hedge funds and large institutions have $7.68B invested in Unum in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 141 increasing their positions, 197 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $8.56M | Put options by funds: $4.01M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

9% more capital invested

Capital invested by funds: $7.03B → $7.68B (+$647M)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.02% less ownership

Funds ownership: 93.07%93.06% (-0.02%)

1% less funds holding

Funds holding: 464458 (-6)

28% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 197

Holders
458
Holders Change
-6
Holders Change %
-1.29%
% of All Funds
12.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
141
Reduced
197
Closed
37
Calls
$8.56M
Puts
$4.01M
Net Calls
+$4.55M
Net Calls Change
-$8.16M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
126
Riverhead Capital Management
Delaware
$4.18M +$3.89M +114,908 +3,224%
MPM
127
Meritage Portfolio Management
Kansas
$4.07M +$3.9M +115,251 New
HW
128
Hancock Whitney
Mississippi
$4.03M +$998K +29,506 +35%
AIA
129
Affinity Investment Advisors
California
$4M -$1.52M -45,036 -28%
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$3.93M +$2.9M +85,774 +336%
BC
131
Burney Company
Virginia
$3.84M +$205K +6,051 +6%
ST
132
Sentinel Trust
Texas
$3.76M -$3.18M -93,947 -47%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.76M +$371K +10,953 +11%
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$3.71M -$146K -4,309 -4%
AAF
135
Andra AP-fonden
Sweden
$3.53M +$325K +9,600 +11%
AB
136
AT Bancorp
Iowa
$3.37M -$1.17M -34,572 -27%
Millennium Management
137
Millennium Management
New York
$3.26M -$8.26M -244,231 -73%
Macquarie Group
138
Macquarie Group
Australia
$3.19M -$3.06M -90,400 -50%
AL
139
Airain Ltd
Guernsey
$3.19M +$3.06M +90,389 New
OSNBOA
140
Old Second National Bank of Aurora
Illinois
$3.15M -$46.4K -1,372 -2%
AAM
141
Aberdeen Asset Management
United Kingdom
$3.13M -$38.1K -1,126 -1%
AIG
142
American International Group
New York
$3.04M -$55.2K -1,632 -2%
Victory Capital Management
143
Victory Capital Management
Texas
$3.02M -$30.6K -905 -1%
N
144
Nuveen
North Carolina
$2.98M -$289K -8,540 -9%
AAM
145
Auxier Asset Management
Oregon
$2.95M -$309K -9,144 -10%
OTPPB
146
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.93M -$1.3M -38,541 -32%
ProShare Advisors
147
ProShare Advisors
Maryland
$2.91M -$208K -6,140 -7%
GH
148
GAM Holding
Switzerland
$2.91M -$1.89M -55,813 -40%
SOMRS
149
State of Michigan Retirement System
Michigan
$2.89M -$23.7K -700 -0.8%
Fiera Capital (Canada)
150
Fiera Capital (Canada)
Quebec, Canada
$2.87M -$112K -3,300 -4%

UNM Hedge Fund Activity: Q3 2016 in Review

458 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2016, worth a combined $7.68B — up 9.2% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UNM positions and 37 closed out — a net gain of 1 holder — while 141 added to existing stakes and 197 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $23.2M. The largest seller was American Century Companies, cutting an estimated $39.5M.

  • 458 institutional investors held Unum (UNM) as of Q3 2016, down from 464 in Q2 2016.
  • Funds reported $7.68B of Unum stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 38 funds opened new Unum positions in Q3 2016 and 37 closed out, a net change of +1 holder.
  • The largest Unum buyer in Q3 2016 was AQR Capital Management, an estimated $23.2M added.
  • The largest Unum seller in Q3 2016 was American Century Companies, an estimated $39.5M sold.

Based on aggregated 13F filings for Q3 2016.