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
Franklin Resources
176
Franklin Resources
California
$2.1M -$12K -354 -0.6%
FAF
177
Fjarde Ap-fonden
Sweden
$2.1M +$40.4K +1,195 +2%
HIMCH
178
Hartford Investment Management Co (HIMCO)
Connecticut
$2.08M -$86.3K -2,550 -4%
ASRS
179
Arizona State Retirement System
Arizona
$2.04M -$16.9K -500 -0.9%
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$1.98M -$289K -8,532 -13%
SI
181
Stephens Inc
Arkansas
$1.96M -$17.8K -527 -0.9%
CGH
182
Crossmark Global Holdings
Texas
$1.91M +$1.26M +37,385 New
Skandinaviska Enskilda Banken (SEB)
183
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.9M
PAMG
184
Patton Albertson Miller Group
Tennessee
$1.89M -$196K -5,789 -10%
OC
185
Oppenheimer & Co
New York
$1.87M +$18.6K +550 +1%
SLAM
186
Swiss Life Asset Management
$1.87M +$1.79M +52,958 New
KM
187
Kalos Management
Georgia
$1.86M +$104K +3,070 +6%
CA
188
Commerzbank Aktiengesellschaft
Germany
$1.85M -$659K -19,470 -27%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$1.84M -$88.4K -2,613 -5%
Public Sector Pension Investment Board (PSP Investments)
190
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.84M +$244K +7,200 +16%
OPERF
191
Oregon Public Employees Retirement Fund
Oregon
$1.83M -$113K -3,351 -6%
PG
192
Patten Group
Tennessee
$1.82M -$33.8K -1,000 -2%
AIM
193
Anchor Investment Management
South Carolina
$1.75M
HJA
194
Hugh Johnson Advisors
New York
$1.74M -$11.3K -333 -0.7%
XK
195
Xact Kapitalforvaltning
Sweden
$1.73M +$1.66M +49,054 New
PAM
196
Panagora Asset Management
Massachusetts
$1.68M +$941K +27,825 +142%
CBOA
197
Commonwealth Bank of Australia
Australia
$1.67M -$37.2K -1,100 -2%
Natixis Advisors
198
Natixis Advisors
Massachusetts
$1.65M +$40.1K +1,186 +3%
WMG
199
WESCAP Management Group
California
$1.57M -$7.99K -236 -0.5%
ZIG
200
Zurich Insurance Group
Switzerland
$1.56M +$1.5M +44,257 New

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.