Unum
432 hedge funds and large institutions have $8.03B invested in Unum in 2014 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 152 increasing their positions, 152 reducing their positions, and 19 closing their positions.
179% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 19
122% more call options, than puts
Call options by funds: $4.09M | Put options by funds: $1.85M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7% more funds holding
Funds holding: 402 → 432 (+30)
1.35% more ownership
Funds ownership: 90.34% → 91.69% (+1.4%)
0% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 152
1% less capital invested
Capital invested by funds: $8.08B → $8.03B (-$54.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$35.9M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$31.3M |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$31.1M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$30.8M |
| 5 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$125M |
| 2 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$109M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$22.9M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$19.7M |
| 5 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$13.9M |
UNM Hedge Fund Activity: Q3 2014 in Review
432 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2014, worth a combined $8.03B — down 0.68% from $8.08B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new UNM positions and 19 closed out — a net gain of 34 holders — while 152 added to existing stakes and 152 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $35.9M. The largest seller was Wellington Management Group, cutting an estimated $125M.
- 432 institutional investors held Unum (UNM) as of Q3 2014, up from 402 in Q2 2014.
- Funds reported $8.03B of Unum stock for Q3 2014, down 0.68% quarter-over-quarter.
- 53 funds opened new Unum positions in Q3 2014 and 19 closed out, a net change of +34 holders.
- The largest Unum buyer in Q3 2014 was Fidelity Investments, an estimated $35.9M added.
- The largest Unum seller in Q3 2014 was Wellington Management Group, an estimated $125M sold.
Based on aggregated 13F filings for Q3 2014.