Unum
444 hedge funds and large institutions have $3.93B invested in Unum in 2020 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 122 increasing their positions, 178 reducing their positions, and 41 closing their positions.
129% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 41
32% more capital invested
Capital invested by funds: $2.98B → $3.93B (+$954M)
14% more funds holding
Funds holding: 391 → 444 (+53)
2.78% less ownership
Funds ownership: 86.95% → 84.16% (-2.8%)
31% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 178
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
34% less call options, than puts
Call options by funds: $19.2M | Put options by funds: $29.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.6M |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
+$18.3M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$15M |
| 4 |
Millennium Management
New York
|
+$8.38M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$8.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$37.7M |
| 2 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
-$34.9M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$31.9M |
| 4 |
Goldman Sachs
New York
|
-$22.6M |
| 5 |
BlackRock
New York
|
-$16.2M |
UNM Hedge Fund Activity: Q4 2020 in Review
444 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2020, worth a combined $3.93B — up 32% from $2.98B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new UNM positions and 41 closed out — a net gain of 53 holders — while 122 added to existing stakes and 178 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.6M. The largest seller was Prudential plc, cutting an estimated $37.7M.
- 444 institutional investors held Unum (UNM) as of Q4 2020, up from 391 in Q3 2020.
- Funds reported $3.93B of Unum stock for Q4 2020, up 32% quarter-over-quarter.
- 94 funds opened new Unum positions in Q4 2020 and 41 closed out, a net change of +53 holders.
- The largest Unum buyer in Q4 2020 was Morgan Stanley, an estimated $21.6M added.
- The largest Unum seller in Q4 2020 was Prudential plc, an estimated $37.7M sold.
Based on aggregated 13F filings for Q4 2020.