Unum
415 hedge funds and large institutions have $8.16B 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.
29% more call options, than puts
Call options by funds: $5.47M | Put options by funds: $4.24M
1.21% more ownership
Funds ownership: 91.69% → 92.9% (+1.2%)
2% more capital invested
Capital invested by funds: $8.03B → $8.16B (+$136M)
4% less funds holding
Funds holding: 432 → 415 (-17)
15% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 168
23% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 47
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$89.9M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$89.4M |
| 3 |
DSC
Donald Smith & Co
New York
|
+$44.4M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$40.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$34.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$76.3M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$57.6M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$55.5M |
| 4 |
Bank of New York Mellon
New York
|
-$35.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$31.5M |
UNM Hedge Fund Activity: Q4 2014 in Review
415 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2014, worth a combined $8.16B — up 1.7% from $8.03B a quarter earlier.
Sellers outnumbered buyers: 47 funds closed out of UNM and 36 opened new positions — a net loss of 11 holders — while 168 trimmed existing stakes and 142 added.
The largest buyer was Fidelity Investments, adding an estimated $89.9M. The largest seller was Neuberger Berman Group, cutting an estimated $76.3M.
- 415 institutional investors held Unum (UNM) as of Q4 2014, down from 432 in Q3 2014.
- Funds reported $8.16B of Unum stock for Q4 2014, up 1.7% quarter-over-quarter.
- 36 funds opened new Unum positions in Q4 2014 and 47 closed out, a net change of -11 holders.
- The largest Unum buyer in Q4 2014 was Fidelity Investments, an estimated $89.9M added.
- The largest Unum seller in Q4 2014 was Neuberger Berman Group, an estimated $76.3M sold.
Based on aggregated 13F filings for Q4 2014.