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Unum
UNM

497 hedge funds and large institutions have $10B invested in Unum in 2017 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 152 increasing their positions, 208 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $7.24M

8% more capital invested

Capital invested by funds: $9.28B → $10B (+$725M)

2.02% more ownership

Funds ownership: 91.11% → 93.12% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

3% less funds holding

Funds holding: 511 → 497 (-14)

27% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 208

Holders
497
Holders Change
-14
Holders Change %
-2.74%
% of All Funds
12.37%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
47
Increased
152
Reduced
208
Closed
51
Calls
$13.7M
Puts
$7.24M
Net Calls
+$6.45M
Net Calls Change
-$4.79M

Top Buyers

1
BlackRock
BlackRock
New York
+$758M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$65.3M
3
Boston Partners
Boston Partners
Massachusetts
+$63.6M
4
Prudential Financial
Prudential Financial
New Jersey
+$48.1M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$45.6M

Top Sellers

1
DSC
Donald Smith & Co
New York
-$102M
2
Millennium Management
Millennium Management
New York
-$43.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$43M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$28.9M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$24.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Toronto Dominion Bank
176
Toronto Dominion Bank
Ontario, Canada
$2.9M +$1.02M +21,870 +55%
MVM
177
McClain Value Management
Connecticut
$2.87M -$173K -3,688 -6%
First Eagle Investment Management
178
First Eagle Investment Management
New York
$2.81M – – –
EAM
179
Eagle Asset Management
Florida
$2.79M -$290K -6,187 -9%
Canada Pension Plan Investment Board
180
Canada Pension Plan Investment Board
Ontario, Canada
$2.79M – – –
HIMCH
181
Hartford Investment Management Co (HIMCO)
Connecticut
$2.79M +$31.1K +663 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
182
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.78M +$2.77M +59,248 New
HW
183
Hancock Whitney
Mississippi
$2.77M -$2.47M -52,768 -47%
Comerica Bank
184
Comerica Bank
Texas
$2.77M -$49.5K -1,057 -2%
ASRS
185
Arizona State Retirement System
Arizona
$2.66M -$32.8K -700 -1%
KM
186
Kalos Management
Georgia
$2.63M +$166K +3,555 +7%
Franklin Resources
187
Franklin Resources
California
$2.61M – – –
CBOA
188
Commonwealth Bank of Australia
Australia
$2.53M +$1.31K +28 +0.1%
XK
189
Xact Kapitalforvaltning
Sweden
$2.52M +$51.5K +1,100 +2%
Public Sector Pension Investment Board (PSP Investments)
190
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.47M +$51.5K +1,100 +2%
VIA
191
Vident Investment Advisory
Georgia
$2.46M -$1.03M -22,028 -30%
Bank of Nova Scotia
192
Bank of Nova Scotia
Ontario, Canada
$2.46M +$2.22M +47,312 +912%
EIM
193
ExxonMobil Investment Management
Texas
$2.39M -$132K -2,824 -5%
HJA
194
Hugh Johnson Advisors
New York
$2.36M +$5.95K +127 +0.3%
FAF
195
Fjarde Ap-fonden
Sweden
$2.34M -$130K -2,772 -5%
Natixis Advisors
196
Natixis Advisors
Massachusetts
$2.32M +$53.1K +1,134 +2%
OPERF
197
Oregon Public Employees Retirement Fund
Oregon
$2.29M – – –
AIM
198
Anchor Investment Management
South Carolina
$2.26M -$45.3K -968 -2%
DIA
199
Denver Investment Advisors
Colorado
$2.26M -$120K -2,565 -5%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$2.25M -$13K -278 -0.6%
6 7
8
9 10

UNM Hedge Fund Activity: Q1 2017 in Review

497 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2017, worth a combined $10B — up 7.8% from $9.28B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of UNM and 47 opened new positions — a net loss of 4 holders — while 208 trimmed existing stakes and 152 added.

The largest buyer was BlackRock, adding an estimated $758M. The largest seller was Donald Smith & Co, cutting an estimated $102M.

  • 497 institutional investors held Unum (UNM) as of Q1 2017, down from 511 in Q4 2016.
  • Funds reported $10B of Unum stock for Q1 2017, up 7.8% quarter-over-quarter.
  • 47 funds opened new Unum positions in Q1 2017 and 51 closed out, a net change of -4 holders.
  • The largest Unum buyer in Q1 2017 was BlackRock, an estimated $758M added.
  • The largest Unum seller in Q1 2017 was Donald Smith & Co, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2017.