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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
BFM
176
Boston Financial Management
Massachusetts
$1.98M -$4.96M -120,039 -71%
LSERS
177
Louisiana State Employees Retirement System
Louisiana
$1.96M -$20.6K -500 -1%
AIM
178
Anchor Investment Management
South Carolina
$1.95M – – –
CC
179
Centiva Capital
New York
$1.9M +$1.91M +46,241 +2,544%
BOSSRA
180
B.O.S.S. Retirement Advisors
Utah
$1.89M +$1.98M +47,884 New
AIP
181
Ameritas Investment Partners
Nebraska
$1.88M -$30.6K -741 -2%
SOMRS
182
State of Michigan Retirement System
Michigan
$1.87M -$16.5K -400 -0.8%
KWM
183
Kingsview Wealth Management
Oregon
$1.77M +$575K +13,913 +45%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$1.76M +$187K +4,520 +11%
IWC
185
Integrated Wealth Concepts
Massachusetts
$1.73M +$619K +14,998 +52%
SA
186
Shilanski & Associates
Alaska
$1.7M +$26.6K +644 +2%
Sumitomo Mitsui Trust Group
187
Sumitomo Mitsui Trust Group
Japan
$1.7M +$76.7K +1,858 +5%
NMIMC
188
Northwestern Mutual Investment Management Company
Wisconsin
$1.64M +$999K +24,181 +140%
D.E. Shaw & Co
189
D.E. Shaw & Co
New York
$1.61M +$1.4M +33,936 +503%
GDP
190
Great Diamond Partners
Maine
$1.6M -$66.7K -1,616 -4%
Federated Hermes
191
Federated Hermes
Pennsylvania
$1.59M +$558K +13,510 +50%
SPC
192
Sigma Planning Corp
Michigan
$1.59M +$164K +3,979 +11%
PFS
193
Prospera Financial Services
Texas
$1.54M +$1.61M +38,996 New
RWM
194
Ritholtz Wealth Management
New York
$1.54M +$608K +14,731 +61%
ACP
195
Aviance Capital Partners
Florida
$1.5M +$22.3K +539 +1%
BCM
196
Bayesian Capital Management
New York
$1.5M +$590K +14,285 +60%
CWM
197
Cordatus Wealth Management
Pennsylvania
$1.49M -$94.1K -2,279 -6%
NGA
198
Naples Global Advisors
Florida
$1.48M -$45.4K -1,100 -3%
WG
199
Winton Group
United Kingdom
$1.47M +$146K +3,527 +10%
VPIM
200
Vanguard Personalized Indexing Management
California
$1.45M +$253K +6,131 +20%
6 7
8
9 10

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.