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Unum
UNM

389 hedge funds and large institutions have $8.44B invested in Unum in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 125 increasing their positions, 162 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $7.62M | Put options by funds: $2.78M

76% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 29

5% more funds holding

Funds holding: 369 → 389 (+20)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.9% less ownership

Funds ownership: 93.16% → 92.26% (-0.9%)

11% less capital invested

Capital invested by funds: $9.52B → $8.44B (-$1.08B)

23% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 162

Holders
389
Holders Change
+20
Holders Change %
+5.42%
% of All Funds
11.29%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
51
Increased
125
Reduced
162
Closed
29
Calls
$7.62M
Puts
$2.78M
Net Calls
+$4.84M
Net Calls Change
+$93K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$41.1M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$32.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$30.1M
4
CIP
Cornerstone Investment Partners
Georgia
+$26.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$24.3M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$75.9M
2
NIMC
NWQ Investment Management Company
California
-$55.7M
3
JP Morgan Chase
JP Morgan Chase
New York
-$47.6M
4
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$38.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$612M +$6.05M +184,886 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$595M +$7.31M +223,270 +1%
State Street
3
State Street
Massachusetts
$439M +$8.64M +263,747 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$428M -$17.9M -547,471 -4%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$371M -$75.9M -2,317,910 -18%
JP Morgan Chase
6
JP Morgan Chase
New York
$323M -$47.6M -1,452,532 -14%
NIMC
7
NWQ Investment Management Company
California
$316M -$55.7M -1,702,242 -16%
Ameriprise
8
Ameriprise
Minnesota
$296M -$13.6M -416,494 -5%
BIT
9
BlackRock Institutional Trust
California
$260M -$6.76M -206,396 -3%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$256M -$17.8M -544,311 -7%
CIP
11
Cornerstone Investment Partners
Georgia
$236M +$26.2M +798,632 +13%
AGA
12
Altrinsic Global Advisors
Connecticut
$219M -$15.5M -473,123 -7%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$170M +$4.58M +139,844 +3%
LSV Asset Management
14
LSV Asset Management
Illinois
$150M -$4.69M -143,300 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$139M +$30.1M +918,831 +30%
DSC
16
Donald Smith & Co
New York
$137M -$202K -6,174 -0.2%
AL
17
AJO LP
Pennsylvania
$119M +$1.25M +38,170 +1%
Northern Trust
18
Northern Trust
Illinois
$118M -$159K -4,862 -0.1%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$116M -$2.25M -68,786 -2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$115M +$62.6K +1,913 +0.1%
BFA
21
BlackRock Fund Advisors
California
$113M +$2.31M +70,574 +2%
AQR Capital Management
22
AQR Capital Management
Connecticut
$112M +$10.9M +333,134 +12%
JHIU
23
Janus Henderson Investors US
Colorado
$96M +$17.1M +521,952 +24%
AllianceBernstein
24
AllianceBernstein
Tennessee
$87M +$3.76M +114,817 +5%
Invesco
25
Invesco
Georgia
$77.7M +$8.38M +255,793 +13%
1
2 3 4 5

UNM Hedge Fund Activity: Q4 2013 in Review

389 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2013, worth a combined $8.44B — down 11% from $9.52B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new UNM positions and 29 closed out — a net gain of 22 holders — while 125 added to existing stakes and 162 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $41.1M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $75.9M.

  • 389 institutional investors held Unum (UNM) as of Q4 2013, up from 369 in Q3 2013.
  • Funds reported $8.44B of Unum stock for Q4 2013, down 11% quarter-over-quarter.
  • 51 funds opened new Unum positions in Q4 2013 and 29 closed out, a net change of +22 holders.
  • The largest Unum buyer in Q4 2013 was Citadel Advisors, an estimated $41.1M added.
  • The largest Unum seller in Q4 2013 was Hotchkis & Wiley Capital Management, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2013.