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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
DCM
201
Dupont Capital Management
Delaware
$2.23M +$2.23M +47,529 New
PAM
202
Panagora Asset Management
Massachusetts
$2.23M -$221K -4,721 -9%
PG
203
Patten Group
Tennessee
$2.2M -$114K -2,436 -5%
GH
204
GAM Holding
Switzerland
$2.19M -$430K -9,177 -16%
NMIMC
205
Northwestern Mutual Investment Management Company
Wisconsin
$2.17M +$922K +19,682 +74%
OC
206
Oppenheimer & Co
New York
$2.15M -$337K -7,200 -14%
OTPPB
207
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.12M -$595K -12,702 -22%
NB
208
Norinchukin Bank
Japan
$2.12M +$1.77M +37,891 +526%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$2.1M +$14.5K +310 +0.7%
LAM
210
Lebenthal Asset Management
New York
$2.08M -$509K -10,864 -20%
OAM
211
Oxford Asset Management
United Kingdom
$2.08M +$2.08M +44,375 New
Millennium Management
212
Millennium Management
New York
$2.07M -$43.5M -928,144 -95%
PAMG
213
Patton Albertson Miller Group
Tennessee
$2.05M -$363K -7,742 -15%
URS
214
Utah Retirement Systems
Utah
$2.04M +$4.68K +100 +0.2%
Rafferty Asset Management
215
Rafferty Asset Management
New York
$2.02M +$1.46M +31,198 +261%
MAM
216
Meeder Asset Management
Ohio
$1.95M +$225K +4,800 +13%
Envestnet Asset Management
217
Envestnet Asset Management
Illinois
$1.94M +$3.33K +71 +0.2%
Parallax Volatility Advisers
218
Parallax Volatility Advisers
California
$1.92M +$1.92M +40,979 New
AIA
219
AGF Investments America
Ontario, Canada
$1.91M +$33.1K +707 +2%
Mitsubishi UFJ Asset Management
220
Mitsubishi UFJ Asset Management
Japan
$1.83M +$135K +2,891 +8%
CIM
221
Cambria Investment Management
California
$1.8M +$98.8K +2,110 +6%
UCFA
222
United Capital Financial Advisors
Texas
$1.8M +$81.8K +1,746 +5%
WMG
223
WESCAP Management Group
California
$1.78M -$258K -5,507 -13%
CAM
224
Capstone Asset Management
Texas
$1.74M -$29K -620 -2%
LOAMS
225
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.72M +$1.72M +36,702 New
7 8
9
10 11

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.