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Unum
UNM

493 hedge funds and large institutions have $5.73B invested in Unum in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 167 increasing their positions, 182 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $12.6M

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 182

1.11% less ownership

Funds ownership: 91.96% → 90.85% (-1.1%)

4% less funds holding

Funds holding: 513 → 493 (-20)

20% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 87

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

27% less capital invested

Capital invested by funds: $7.85B → $5.73B (-$2.12B)

Holders
493
Holders Change
-20
Holders Change %
-3.9%
% of All Funds
10.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
70
Increased
167
Reduced
182
Closed
87
Calls
$16.6M
Puts
$12.6M
Net Calls
+$4.03M
Net Calls Change
+$34.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$123M
2
Prudential Financial
Prudential Financial
New Jersey
+$62.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$41.2M
4
Man Group
Man Group
United Kingdom
+$39M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$31.3M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$75.8M
2
Deutsche Bank
Deutsche Bank
Germany
-$63M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$40.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$33.2M
5
Victory Capital Management
Victory Capital Management
Texas
-$33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wolverine Trading
201
Wolverine Trading
Illinois
$1.24M +$190K +5,433 +15%
O
202
OppenheimerFunds
New York
$1.23M +$124K +3,539 +9%
WAM
203
Wakefield Asset Management
Colorado
$1.22M +$1.46M +41,574 New
SG Americas Securities
204
SG Americas Securities
New York
$1.21M -$141K -4,032 -9%
LTI
205
Laffer Tengler Investments
Tennessee
$1.19M – – –
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$1.19M -$3.04K -87 -0.2%
Nomura Asset Management
207
Nomura Asset Management
Japan
$1.14M -$3.5K -100 -0.3%
URS
208
Utah Retirement Systems
Utah
$1.13M +$3.5K +100 +0.3%
WMG
209
WESCAP Management Group
California
$1.1M -$39.4K -1,126 -3%
AL
210
AJO LP
Pennsylvania
$1.09M -$20M -570,460 -94%
TCM
211
Teza Capital Management
Illinois
$1.08M +$1.29M +36,736 New
Franklin Resources
212
Franklin Resources
California
$1.07M -$1.22M -34,915 -49%
FDCDDQ
213
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.06M +$875K +24,992 +223%
Rafferty Asset Management
214
Rafferty Asset Management
New York
$1.06M -$448K -12,795 -26%
Commonwealth Equity Services
215
Commonwealth Equity Services
Massachusetts
$1.06M +$263K +7,518 +26%
Teacher Retirement System of Texas
216
Teacher Retirement System of Texas
Texas
$1.05M -$1.32M -37,707 -51%
Wealthfront Advisers
217
Wealthfront Advisers
California
$1.05M +$1.25M +35,623 New
BMA
218
Brooks Moore & Associates
Tennessee
$1.01M +$1.2M +34,395 New
DCM
219
Dupont Capital Management
Delaware
$977K -$639K -18,247 -35%
NMIMC
220
Northwestern Mutual Investment Management Company
Wisconsin
$968K -$186K -5,308 -14%
MSV
221
MN Services Vermogensbeheer
Netherlands
$954K +$56K +1,600 +5%
WCM
222
Washington Capital Management
Washington
$953K -$7K -200 -0.6%
RIM
223
Redpoint Investment Management
Australia
$948K -$227K -6,492 -17%
FFG
224
Fortem Financial Group
California
$948K +$1.13M +32,256 New
KBC Group
225
KBC Group
Belgium
$936K +$94.1K +2,690 +9%
7 8
9
10 11

UNM Hedge Fund Activity: Q4 2018 in Review

493 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2018, worth a combined $5.73B — down 27% from $7.85B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of UNM and 70 opened new positions — a net loss of 17 holders — while 182 trimmed existing stakes and 167 added.

The largest buyer was BlackRock, adding an estimated $123M. The largest seller was JP Morgan Chase, cutting an estimated $75.8M.

  • 493 institutional investors held Unum (UNM) as of Q4 2018, down from 513 in Q3 2018.
  • Funds reported $5.73B of Unum stock for Q4 2018, down 27% quarter-over-quarter.
  • 70 funds opened new Unum positions in Q4 2018 and 87 closed out, a net change of -17 holders.
  • The largest Unum buyer in Q4 2018 was BlackRock, an estimated $123M added.
  • The largest Unum seller in Q4 2018 was JP Morgan Chase, an estimated $75.8M sold.

Based on aggregated 13F filings for Q4 2018.