We are live on ! Find out more
UNM icon

Unum
UNM

351 hedge funds and large institutions have $7.22B invested in Unum in 2013 Q2 according to their latest regulatory filings, with 351 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

93.33% more ownership

Funds ownership: 0% → 93.33% (+93%)

73% more call options, than puts

Call options by funds: $6.34M | Put options by funds: $3.67M

Holders
351
Holders Change
+351
Holders Change %
–
% of All Funds
11.46%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.2%
New
351
Increased
–
Reduced
–
Closed
–
Calls
$6.34M
Puts
$3.67M
Net Calls
+$2.67M
Net Calls Change
+$2.67M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$503M +$477M +17,126,013 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$494M +$469M +16,825,403 New
Wellington Management Group
3
Wellington Management Group
Massachusetts
$412M +$391M +14,024,970 New
NIMC
4
NWQ Investment Management Company
California
$405M +$384M +13,794,439 New
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$372M +$353M +12,668,009 New
State Street
6
State Street
Massachusetts
$360M +$341M +12,260,941 New
JP Morgan Chase
7
JP Morgan Chase
New York
$304M +$288M +10,358,382 New
Neuberger Berman Group
8
Neuberger Berman Group
New York
$275M +$261M +9,370,976 New
Ameriprise
9
Ameriprise
Minnesota
$264M +$250M +8,981,625 New
AGA
10
Altrinsic Global Advisors
Connecticut
$240M +$228M +8,174,676 New
BIT
11
BlackRock Institutional Trust
California
$227M +$215M +7,720,743 New
CIP
12
Cornerstone Investment Partners
Georgia
$144M +$136M +4,892,085 New
LSV Asset Management
13
LSV Asset Management
Illinois
$129M +$122M +4,379,250 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$128M +$121M +4,349,380 New
DSC
15
Donald Smith & Co
New York
$116M +$110M +3,933,021 New
Northern Trust
16
Northern Trust
Illinois
$105M +$99.3M +3,567,625 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$95.4M +$90.4M +3,247,650 New
BFA
18
BlackRock Fund Advisors
California
$91.9M +$87.1M +3,127,951 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$88.8M +$84.2M +3,023,860 New
AAMU
20
Amundi Asset Management US
Massachusetts
$88.4M +$83.8M +3,009,679 New
AQR Capital Management
21
AQR Capital Management
Connecticut
$88M +$83.5M +2,997,815 New
SFM
22
Systematic Financial Management
New Jersey
$85M +$80.6M +2,895,514 New
AllianceBernstein
23
AllianceBernstein
Tennessee
$68.9M +$65.3M +2,345,336 New
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$67.6M +$64.1M +2,303,331 New
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$62.9M +$59.6M +2,141,078 New
1
2 3 4 5

UNM Hedge Fund Activity: Q2 2013 in Review

351 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2013, worth a combined $7.22B.

Buyers outnumbered sellers: 351 funds opened new UNM positions and 0 closed out — a net gain of 351 holders — while 0 added to existing stakes and 0 trimmed.

  • 351 institutional investors held Unum (UNM) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $7.22B of Unum stock for Q2 2013.
  • 351 funds opened new Unum positions in Q2 2013 and 0 closed out, a net change of +351 holders.

Based on aggregated 13F filings for Q2 2013.