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Unum
UNM

Overview Fund Activity

414 hedge funds and large institutions have $10.4B invested in Unum in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 142 increasing their positions, 168 reducing their positions, and 47 closing their positions.

Holders
414
Holders Change
-17
Holders Change %
-3.94%
% of All Funds
11.05%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
36
Increased
142
Reduced
168
Closed
47
Calls
$5.47M
Puts
$4.24M
Net Calls
+$1.23M
Net Calls Change
-$1.01M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$790M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$394M
3
UBS Group
3
UBS Group
Switzerland
$51.8M
4
DSC
4
Donald Smith & Co
New York
$207M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$137M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$0
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$154M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$44.6M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$20.8M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$114M
Name Market Value Shares Shares
Change 		Shares
Change %
LTI
1
Laffer Tengler Investments
Tennessee
– – -65,399 Closed
Fidelity Investments
2
Fidelity Investments
Massachusetts
$790M 22,653,864 +2,662,186 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$654M 18,753,981 -69,470 -0.4%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$461M 13,227,968 +653,346 +5%
State Street
5
State Street
Massachusetts
$444M 12,719,499 +362,672 +3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$394M 11,309,036 +2,648,899 +31%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$349M 10,001,103 +930,163 +10%
CIP
8
Cornerstone Investment Partners
Georgia
$305M 8,740,832 +394,426 +5%
BIT
9
BlackRock Institutional Trust
California
$255M 7,311,403 +97,464 +1%
DSC
10
Donald Smith & Co
New York
$207M 5,930,346 +1,315,553 +29%
NIMC
11
NWQ Investment Management Company
California
$199M 5,700,925 -703,159 -11%
Ameriprise
12
Ameriprise
Minnesota
$165M 4,730,230 -161,822 -3%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$154M 4,426,900 -2,261,200 -34%
LSV Asset Management
14
LSV Asset Management
Illinois
$152M 4,348,203 +221,100 +5%
AQR Capital Management
15
AQR Capital Management
Connecticut
$137M 3,916,675 +1,190,553 +44%
Goldman Sachs
16
Goldman Sachs
New York
$130M 3,731,864 +13,590 +0.4%
Northern Trust
17
Northern Trust
Illinois
$126M 3,625,351 -95,215 -3%
BFA
18
BlackRock Fund Advisors
California
$126M 3,609,526 +272,101 +8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$114M 3,261,221 -1,048,848 -24%
AL
20
AJO LP
Pennsylvania
$113M 3,247,324 -288,420 -8%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$110M 3,148,293 -24,288 -0.8%
Prudential Financial
22
Prudential Financial
New Jersey
$95.2M 2,730,148 -24,640 -0.9%
American Century Companies
23
American Century Companies
Missouri
$94.8M 2,716,633 +649,949 +31%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$82.3M 2,359,280 -932,026 -28%
AGA
25
Altrinsic Global Advisors
Connecticut
$82.2M 2,358,025 -319,469 -12%
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