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466 hedge funds and large institutions have $5.34B invested in Unum in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 148 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $120M | Put options by funds: $69.1M

55% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 49

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more capital invested

Capital invested by funds: $4.06B → $5.34B (+$1.28B)

5% more funds holding

Funds holding: 444466 (+22)

2.51% more ownership

Funds ownership: 81.49%84% (+2.5%)

3% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 152

Holders
466
Holders Change
+22
Holders Change %
+4.95%
% of All Funds
7.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
148
Reduced
152
Closed
49
Calls
$120M
Puts
$69.1M
Net Calls
+$50.8M
Net Calls Change
+$80.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
151
Arizona State Retirement System
Arizona
$1.74M +$7.13K +255 +0.5%
DZ Bank
152
DZ Bank
Germany
$1.74M +$251K +8,998 +20%
CIBC World Market
153
CIBC World Market
Ontario, Canada
$1.73M -$561K -20,061 -27%
AIP
154
Ameritas Investment Partners
Nebraska
$1.71M
MSE
155
MUFG Securities EMEA
United Kingdom
$1.67M
SOMRS
156
State of Michigan Retirement System
Michigan
$1.64M +$2.79K +100 +0.2%
SWM
157
Sculati Wealth Management
Michigan
$1.62M +$107K +3,835 +8%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$1.6M -$131K -4,690 -8%
SO
159
STRS Ohio
Ohio
$1.56M +$45.9K +1,643 +3%
AIM
160
Anchor Investment Management
South Carolina
$1.56M
ACP
161
Aviance Capital Partners
Florida
$1.46M -$45.9K -1,641 -3%
CM
162
Crestline Management
Texas
$1.43M +$1.27M +45,339 New
Creative Planning
163
Creative Planning
Kansas
$1.41M +$123K +4,386 +11%
AP
164
Advisor Partners
California
$1.39M -$35.3K -1,264 -3%
SPC
165
Sigma Planning Corp
Michigan
$1.38M +$45.8K +1,640 +4%
NGA
166
Naples Global Advisors
Florida
$1.38M +$33.5K +1,200 +3%
CG
167
Cutler Group
California
$1.38M +$1.22M +43,660 New
Federated Hermes
168
Federated Hermes
Pennsylvania
$1.35M -$63.9K -2,286 -5%
NMERB
169
New Mexico Educational Retirement Board
New Mexico
$1.33M
IWC
170
Integrated Wealth Concepts
Massachusetts
$1.32M -$22.5K -807 -2%
QCM
171
Quantinno Capital Management
New York
$1.32M +$12.1K +433 +1%
Janus Henderson Group
172
Janus Henderson Group
United Kingdom
$1.32M +$16.7K +597 +1%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$1.31M +$54.9K +1,965 +5%
MCM
174
Mork Capital Management
California
$1.31M -$86.3K -3,090 -7%
IMRF
175
Illinois Municipal Retirement Fund
Illinois
$1.31M

UNM Hedge Fund Activity: Q1 2022 in Review

466 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2022, worth a combined $5.34B — up 31% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new UNM positions and 49 closed out — a net gain of 27 holders — while 148 added to existing stakes and 152 trimmed.

The largest buyer was Norges Bank, adding an estimated $177M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $121M sold.

  • 466 institutional investors held Unum (UNM) as of Q1 2022, up from 444 in Q4 2021.
  • Funds reported $5.34B of Unum stock for Q1 2022, up 31% quarter-over-quarter.
  • 76 funds opened new Unum positions in Q1 2022 and 49 closed out, a net change of +27 holders.
  • The largest Unum buyer in Q1 2022 was Norges Bank, an estimated $177M added.
  • The largest Unum seller in Q1 2022 was Arrowstreet Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2022.