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402 hedge funds and large institutions have $8.08B invested in Unum in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 130 increasing their positions, 157 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $7.37M | Put options by funds: $2.03M

100% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 22

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 383402 (+19)

4% less capital invested

Capital invested by funds: $8.4B → $8.08B (-$321M)

1.53% less ownership

Funds ownership: 91.87%90.34% (-1.5%)

17% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 157

Holders
402
Holders Change
+19
Holders Change %
+4.96%
% of All Funds
11.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
44
Increased
130
Reduced
157
Closed
22
Calls
$7.37M
Puts
$2.03M
Net Calls
+$5.34M
Net Calls Change
+$167K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$659M +$65M +1,902,973 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$647M +$10.9M +317,819 +2%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$441M +$14.5M +424,815 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$425M -$920K -26,942 -0.2%
State Street
5
State Street
Massachusetts
$420M +$3.3M +96,644 +0.8%
JP Morgan Chase
6
JP Morgan Chase
New York
$326M +$1.24M +36,272 +0.4%
CIP
7
Cornerstone Investment Partners
Georgia
$264M -$219K -6,414 -0.1%
BIT
8
BlackRock Institutional Trust
California
$255M -$4.24M -124,274 -2%
NIMC
9
NWQ Investment Management Company
California
$236M -$53.3M -1,561,475 -19%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$233M -$19.5M -571,854 -8%
AGA
11
Altrinsic Global Advisors
Connecticut
$201M -$8.15M -238,659 -4%
Ameriprise
12
Ameriprise
Minnesota
$171M -$96.1M -2,813,935 -36%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$146M +$10.1M +294,711 +8%
DSC
14
Donald Smith & Co
New York
$141M +$5.33M +156,095 +4%
Goldman Sachs
15
Goldman Sachs
New York
$140M -$7.6M -222,565 -5%
LSV Asset Management
16
LSV Asset Management
Illinois
$138M +$338K +9,900 +0.2%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$120M -$9.53M -279,182 -7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$115M -$992K -29,055 -0.9%
BFA
19
BlackRock Fund Advisors
California
$114M +$726K +21,253 +0.7%
Northern Trust
20
Northern Trust
Illinois
$113M -$21.2M -621,338 -16%
AQR Capital Management
21
AQR Capital Management
Connecticut
$99.9M -$5.2M -152,300 -5%
AL
22
AJO LP
Pennsylvania
$91.9M -$22.7M -666,280 -20%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$91M -$9.91M -290,286 -10%
AllianceBernstein
24
AllianceBernstein
Tennessee
$79.3M -$37.6M -1,100,775 -33%
Invesco
25
Invesco
Georgia
$78.1M +$1.09M +31,797 +1%