Unum
383 hedge funds and large institutions have $8.41B invested in Unum in 2014 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 115 increasing their positions, 173 reducing their positions, and 38 closing their positions.
49% more call options, than puts
Call options by funds: $7.45M | Put options by funds: $5M
3% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 38
0.39% less ownership
Funds ownership: 92.26% → 91.87% (-0.39%)
0% less capital invested
Capital invested by funds: $8.45B → $8.41B (-$39.9M)
2% less funds holding
Funds holding: 390 → 383 (-7)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
34% less repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 173
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$110M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$61.5M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$57.8M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$30.8M |
| 5 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
+$29.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$42.5M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$38.2M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$32.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$31.1M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
-$27.7M |
UNM Hedge Fund Activity: Q1 2014 in Review
383 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2014, worth a combined $8.41B — down 0.47% from $8.45B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new UNM positions and 38 closed out — a net gain of 1 holder — while 115 added to existing stakes and 173 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $110M. The largest seller was Systematic Financial Management, exiting entirely with an estimated $42.5M sold.
- 383 institutional investors held Unum (UNM) as of Q1 2014, down from 390 in Q4 2013.
- Funds reported $8.41B of Unum stock for Q1 2014, down 0.47% quarter-over-quarter.
- 39 funds opened new Unum positions in Q1 2014 and 38 closed out, a net change of +1 holder.
- The largest Unum buyer in Q1 2014 was Goldman Sachs, an estimated $110M added.
- The largest Unum seller in Q1 2014 was Systematic Financial Management, an estimated $42.5M sold.
Based on aggregated 13F filings for Q1 2014.