Unum
UNM
411 hedge funds and large institutions have $3.12B invested in Unum in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 148 increasing their positions, 155 reducing their positions, and 75 closing their positions.
11% more capital invested
Capital invested by funds: $2.81B → $3.12B (+$302M)
0.1% more ownership
Funds ownership: 92.29% → 92.39% (+0.1%)
5% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 155
3% less funds holding
Funds holding: 422 → 411 (-11)
12% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 75
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
61% less call options, than puts
Call options by funds: $11.9M | Put options by funds: $30.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$46.6M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$33.7M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$31.5M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$22.8M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$57.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$53.1M |
| 3 |
State Street
Boston,
Massachusetts
|
-$26.7M |
| 4 |
Retirement Systems of Alabama
Montgomery,
Alabama
|
-$21M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$18.8M |
UNM Hedge Fund Activity: Q2 2020 in Review
411 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2020, worth a combined $3.12B — up 11% from $2.81B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of UNM and 66 opened new positions — a net loss of 9 holders — while 155 trimmed existing stakes and 148 added.
The largest buyer was Invesco, adding an estimated $46.6M. The largest seller was Wellington Management Group, cutting an estimated $57.9M.
- 411 institutional investors held Unum (UNM) as of Q2 2020, down from 422 in Q1 2020.
- Funds reported $3.12B of Unum stock for Q2 2020, up 11% quarter-over-quarter.
- 66 funds opened new Unum positions in Q2 2020 and 75 closed out, a net change of -9 holders.
- The largest Unum buyer in Q2 2020 was Invesco, an estimated $46.6M added.
- The largest Unum seller in Q2 2020 was Wellington Management Group, an estimated $57.9M sold.
Based on aggregated 13F filings for Q2 2020.