Unum
UNM
467 hedge funds and large institutions have $5.52B invested in Unum in 2019 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 161 increasing their positions, 178 reducing their positions, and 38 closing their positions.
61% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 38
2% more funds holding
Funds holding: 456 → 467 (+11)
5% less capital invested
Capital invested by funds: $5.78B → $5.52B (-$262M)
10% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 178
1.36% less ownership
Funds ownership: 93.19% → 91.82% (-1.4%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
88% less call options, than puts
Call options by funds: $7.05M | Put options by funds: $56.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$44.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.1M |
| 3 |
N
Natixis
Paris,
France
|
+$24.8M |
| 4 |
Bank of New York Mellon
New York
|
+$19.2M |
| 5 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
-$107M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$72.5M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$32.8M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$28.2M |
| 5 |
Renaissance Technologies
New York
|
-$27.5M |
UNM Hedge Fund Activity: Q4 2019 in Review
467 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2019, worth a combined $5.52B — down 4.5% from $5.78B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new UNM positions and 38 closed out — a net gain of 23 holders — while 161 added to existing stakes and 178 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $44.8M. The largest seller was Ninety One (UK), exiting entirely with an estimated $107M sold.
- 467 institutional investors held Unum (UNM) as of Q4 2019, up from 456 in Q3 2019.
- Funds reported $5.52B of Unum stock for Q4 2019, down 4.5% quarter-over-quarter.
- 61 funds opened new Unum positions in Q4 2019 and 38 closed out, a net change of +23 holders.
- The largest Unum buyer in Q4 2019 was Wellington Management Group, an estimated $44.8M added.
- The largest Unum seller in Q4 2019 was Ninety One (UK), an estimated $107M sold.
Based on aggregated 13F filings for Q4 2019.