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Unum
UNM

512 hedge funds and large institutions have $6.61B invested in Unum in 2019 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 172 increasing their positions, 194 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $11.3M

51% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 45

15% more capital invested

Capital invested by funds: $5.73B → $6.61B (+$880M)

4% more funds holding

Funds holding: 493 → 512 (+19)

0.48% more ownership

Funds ownership: 90.85% → 91.33% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

11% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 194

Holders
512
Holders Change
+19
Holders Change %
+3.85%
% of All Funds
11.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
68
Increased
172
Reduced
194
Closed
45
Calls
$23.5M
Puts
$11.3M
Net Calls
+$12.2M
Net Calls Change
+$8.21M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$43.5M
2
Goldman Sachs
Goldman Sachs
New York
+$31.4M
3
Two Sigma Investments
Two Sigma Investments
New York
+$23.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$23.6M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$20.5M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$50.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$49.6M
3
BlackRock
BlackRock
New York
-$34.1M
4
Man Group
Man Group
United Kingdom
-$28.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$20.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Adage Capital Partners
201
Adage Capital Partners
Massachusetts
$1.44M -$7.98M -229,300 -84%
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$1.42M +$401K +11,519 +38%
TPSF
203
Texas Permanent School Fund
Texas
$1.41M -$78.1K -2,243 -5%
Rafferty Asset Management
204
Rafferty Asset Management
New York
$1.39M +$178K +5,113 +14%
LTI
205
Laffer Tengler Investments
Tennessee
$1.37M – – –
BCIM
206
British Columbia Investment Management
British Columbia, Canada
$1.36M -$513K -14,748 -27%
SRAM
207
Stone Ridge Asset Management
New York
$1.31M +$323K +9,269 +32%
URS
208
Utah Retirement Systems
Utah
$1.3M -$6.96K -200 -0.5%
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$1.27M +$53.3K +1,530 +4%
MSV
210
MN Services Vermogensbeheer
Netherlands
$1.25M – – –
WMG
211
WESCAP Management Group
California
$1.25M -$14.8K -425 -1%
SG Americas Securities
212
SG Americas Securities
New York
$1.24M -$153K -4,390 -11%
MFIMFI
213
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.24M +$171K +4,905 +15%
SSA
214
Schonfeld Strategic Advisors
New York
$1.23M +$1.26M +36,317 New
ACP
215
Aviance Capital Partners
Florida
$1.22M +$381K +10,933 +44%
I
216
IberiaBank
Louisiana
$1.2M +$1.24M +35,518 New
Capital Fund Management (CFM)
217
Capital Fund Management (CFM)
France
$1.19M -$1.98M -56,850 -62%
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19M -$35.6K -1,022 -3%
SM
219
SG3 Management
Puerto Rico
$1.18M +$1.22M +35,000 New
Wealthfront Advisers
220
Wealthfront Advisers
California
$1.18M -$26.2K -754 -2%
O
221
OppenheimerFunds
New York
$1.15M -$273K -7,832 -19%
DCM
222
Dupont Capital Management
Delaware
$1.13M – – –
GCP
223
GSA Capital Partners
United Kingdom
$1.12M +$1.16M +33,217 New
Public Employees Retirement Association of Colorado
224
Public Employees Retirement Association of Colorado
Colorado
$1.11M -$263K -7,562 -19%
QIM
225
Quantitative Investment Management
Virginia
$1.11M +$1.14M +32,800 New
7 8
9
10 11

UNM Hedge Fund Activity: Q1 2019 in Review

512 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2019, worth a combined $6.61B — up 15% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new UNM positions and 45 closed out — a net gain of 23 holders — while 172 added to existing stakes and 194 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $43.5M. The largest seller was Vanguard Group, cutting an estimated $50.5M.

  • 512 institutional investors held Unum (UNM) as of Q1 2019, up from 493 in Q4 2018.
  • Funds reported $6.61B of Unum stock for Q1 2019, up 15% quarter-over-quarter.
  • 68 funds opened new Unum positions in Q1 2019 and 45 closed out, a net change of +23 holders.
  • The largest Unum buyer in Q1 2019 was Deutsche Bank, an estimated $43.5M added.
  • The largest Unum seller in Q1 2019 was Vanguard Group, an estimated $50.5M sold.

Based on aggregated 13F filings for Q1 2019.