We are live on ! Find out more

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
WPIC
151
White Pine Investment Company
Michigan
$2.76M -$93.9K -2,775 -3%
USAA
152
United Services Automobile Association
Texas
$2.72M +$106K +3,141 +4%
GIBU
153
Gulf International Bank (UK)
United Kingdom
$2.7M
BCM
154
Bridgeway Capital Management
Texas
$2.67M
B
155
Barings
North Carolina
$2.66M
NC
156
Northpointe Capital
Michigan
$2.62M +$2.51M +74,326 New
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$2.62M -$109K -3,218 -4%
VIA
158
Vident Investment Advisory
Georgia
$2.6M +$160K +4,726 +7%
Caisse de Depot et Placement du Quebec (CDPQ)
159
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.58M +$1.86M +55,000 +303%
TPSF
160
Texas Permanent School Fund
Texas
$2.55M -$165K -4,877 -6%
AIA
161
AGF Investments America
Ontario, Canada
$2.54M +$8.66K +256 +0.4%
WCM
162
Washington Capital Management
Washington
$2.53M -$33.8K -1,000 -1%
EVM
163
Eaton Vance Management
Massachusetts
$2.5M
CBB
164
Citizens Business Bank
California
$2.48M -$142K -4,205 -6%
EAM
165
Eagle Asset Management
Florida
$2.44M +$4.43K +131 +0.2%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$2.42M -$4.07M -120,305 -64%
LAM
167
Lebenthal Asset Management
New York
$2.37M +$14K +415 +0.6%
Barclays
168
Barclays
United Kingdom
$2.26M -$11.4M -337,766 -84%
Comerica Bank
169
Comerica Bank
Texas
$2.2M +$880 +26 +0%
PI
170
Putnam Investments
Massachusetts
$2.15M +$2.06M +60,809 New
KBC Group
171
KBC Group
Belgium
$2.15M -$229K -6,772 -10%
TCM
172
Twin Capital Management
Pennsylvania
$2.15M +$1.26M +37,149 +157%
First Eagle Investment Management
173
First Eagle Investment Management
New York
$2.12M
EIM
174
ExxonMobil Investment Management
Texas
$2.12M -$55.2K -1,631 -3%
Canada Pension Plan Investment Board
175
Canada Pension Plan Investment Board
Ontario, Canada
$2.1M

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.