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Unum
UNM

525 hedge funds and large institutions have $6.64B invested in Unum in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 191 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $94.8M | Put options by funds: $42.2M

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 191

0.17% more ownership

Funds ownership: 85.04% → 85.21% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0% less funds holding

Funds holding: 527 → 525 (-2)

5% less capital invested

Capital invested by funds: $7.02B → $6.64B (-$376M)

Holders
525
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.37%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
65
Increased
192
Reduced
191
Closed
63
Calls
$94.8M
Puts
$42.2M
Net Calls
+$52.6M
Net Calls Change
+$18.2M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$60.1M
2
AssetMark Inc
AssetMark Inc
California
+$48.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$48.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$35.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$287M
2
Invesco
Invesco
Georgia
-$40.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$38.8M
4
State Street
State Street
Massachusetts
-$38.3M
5
BlackRock
BlackRock
New York
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
151
Bridgewater Associates
Connecticut
$2.88M -$1.44M -34,794 -32%
Connor, Clark & Lunn Investment Management (CC&L)
152
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.81M +$2.93M +71,038 New
Citigroup
153
Citigroup
New York
$2.77M +$526K +12,730 +22%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$2.67M -$1.89M -45,868 -40%
DTL
155
Dynamic Technology Lab
Singapore
$2.66M +$2.77M +67,150 New
SC
156
Shay Capital
New York
$2.61M +$2.73M +66,000 New
IMRF
157
Illinois Municipal Retirement Fund
Illinois
$2.6M – – –
ECM
158
ExodusPoint Capital Management
New York
$2.57M -$246K -5,968 -8%
Walleye Trading
159
Walleye Trading
New York
$2.53M -$805K -19,484 -23%
IA
160
IFG Advisory
Georgia
$2.47M +$398K +9,645 +18%
LS
161
Livforsakringsbolaget Skandia
Sweden
$2.47M – – –
AAM
162
Auxier Asset Management
Oregon
$2.45M -$48.9K -1,185 -2%
ASN
163
Advisory Services Network
Georgia
$2.45M -$210K -5,094 -8%
Canada Pension Plan Investment Board
164
Canada Pension Plan Investment Board
Ontario, Canada
$2.43M -$3.16M -76,400 -55%
PI
165
PEAK6 Investments
Illinois
$2.41M +$2.51M +60,893 New
QCM
166
Quantinno Capital Management
New York
$2.33M -$221K -5,340 -8%
ASRS
167
Arizona State Retirement System
Arizona
$2.28M +$49.9K +1,209 +2%
PI
168
PineBridge Investments
New York
$2.18M -$39.3K -952 -2%
OPERF
169
Oregon Public Employees Retirement Fund
Oregon
$2.16M -$13.9K -337 -0.6%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$2.15M -$3.05M -73,938 -58%
BF
171
BOK Financial
Oklahoma
$2.13M -$296K -7,178 -12%
SO
172
STRS Ohio
Ohio
$2.12M +$6.28K +152 +0.3%
OAM
173
Oberweis Asset Management
Illinois
$2.02M +$909K +22,000 +76%
HighTower Advisors
174
HighTower Advisors
Illinois
$1.98M -$112K -2,703 -5%
Deutsche Bank
175
Deutsche Bank
Germany
$1.98M -$923K -22,347 -31%
5 6
7
8 9

UNM Hedge Fund Activity: Q1 2023 in Review

525 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2023, worth a combined $6.64B — down 5.4% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UNM positions and 63 closed out — a net gain of 2 holders — while 192 added to existing stakes and 191 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $60.1M. The largest seller was Fidelity Investments, cutting an estimated $287M.

  • 525 institutional investors held Unum (UNM) as of Q1 2023, down from 527 in Q4 2022.
  • Funds reported $6.64B of Unum stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 65 funds opened new Unum positions in Q1 2023 and 63 closed out, a net change of +2 holders.
  • The largest Unum buyer in Q1 2023 was Citadel Advisors, an estimated $60.1M added.
  • The largest Unum seller in Q1 2023 was Fidelity Investments, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2023.