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410 hedge funds and large institutions have $7.81B invested in Unum in 2015 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 129 increasing their positions, 174 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

359% more call options, than puts

Call options by funds: $8.57M | Put options by funds: $1.87M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

0.71% less ownership

Funds ownership: 92.9%92.19% (-0.71%)

1% less funds holding

Funds holding: 414410 (-4)

25% less capital invested

Capital invested by funds: $10.4B → $7.81B (-$2.63B)

26% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 174

Holders
410
Holders Change
-4
Holders Change %
-0.97%
% of All Funds
10.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
43
Increased
129
Reduced
174
Closed
39
Calls
$8.57M
Puts
$1.87M
Net Calls
+$6.7M
Net Calls Change
+$5.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$764M -$103K -3,091 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$655M +$22.3M +672,781 +4%
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$449M +$3.07M +92,624 +0.7%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$418M +$35.6M +1,073,284 +9%
State Street
5
State Street
Massachusetts
$397M -$31.8M -957,910 -8%
JP Morgan Chase
6
JP Morgan Chase
New York
$369M +$31M +934,963 +9%
BIT
7
BlackRock Institutional Trust
California
$245M -$1.81M -54,452 -0.7%
DSC
8
Donald Smith & Co
New York
$220M +$19.5M +588,974 +10%
NIMC
9
NWQ Investment Management Company
California
$202M +$9.84M +296,586 +5%
Ameriprise
10
Ameriprise
Minnesota
$177M +$16.8M +505,552 +11%
CIP
11
Cornerstone Investment Partners
Georgia
$142M -$150M -4,530,821 -52%
LSV Asset Management
12
LSV Asset Management
Illinois
$141M -$5.51M -166,242 -4%
AQR Capital Management
13
AQR Capital Management
Connecticut
$136M +$3.57M +107,483 +3%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$134M -$15.1M -456,424 -10%
BFA
15
BlackRock Fund Advisors
California
$121M -$1.19M -35,981 -1%
Northern Trust
16
Northern Trust
Illinois
$116M -$5.72M -172,276 -5%
American Century Companies
17
American Century Companies
Missouri
$109M +$17.1M +515,002 +19%
Goldman Sachs
18
Goldman Sachs
New York
$109M -$16.7M -504,071 -14%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$104M -$1.95M -58,902 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$94M -$15.7M -474,694 -15%
AL
21
AJO LP
Pennsylvania
$88.2M -$21M -632,530 -19%
Millennium Management
22
Millennium Management
New York
$87.1M +$66.5M +2,004,367 +346%
AGA
23
Altrinsic Global Advisors
Connecticut
$72.5M -$6.96M -209,803 -9%
WG
24
Winton Group
United Kingdom
$72.1M +$36.8M +1,108,624 +108%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$70.6M -$7.79M -234,727 -10%

UNM Hedge Fund Activity: Q1 2015 in Review

410 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2015, worth a combined $7.81B — down 25% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UNM positions and 39 closed out — a net gain of 4 holders — while 129 added to existing stakes and 174 trimmed.

The largest buyer was Millennium Management, adding an estimated $66.5M. The largest seller was Cornerstone Investment Partners, cutting an estimated $150M.

  • 410 institutional investors held Unum (UNM) as of Q1 2015, down from 414 in Q4 2014.
  • Funds reported $7.81B of Unum stock for Q1 2015, down 25% quarter-over-quarter.
  • 43 funds opened new Unum positions in Q1 2015 and 39 closed out, a net change of +4 holders.
  • The largest Unum buyer in Q1 2015 was Millennium Management, an estimated $66.5M added.
  • The largest Unum seller in Q1 2015 was Cornerstone Investment Partners, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2015.