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422 hedge funds and large institutions have $8.02B invested in Unum in 2015 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 128 increasing their positions, 188 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $13.6M | Put options by funds: $2.84M

72% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

3% more funds holding

Funds holding: 410422 (+12)

3% more capital invested

Capital invested by funds: $7.81B → $8.02B (+$218M)

1.78% less ownership

Funds ownership: 92.19%90.41% (-1.8%)

32% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 188

Holders
422
Holders Change
+12
Holders Change %
+2.93%
% of All Funds
11.37%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
43
Increased
128
Reduced
188
Closed
25
Calls
$13.6M
Puts
$2.84M
Net Calls
+$10.8M
Net Calls Change
+$4.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$808M -$1.89M -54,069 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$706M +$11.5M +327,749 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$467M +$23.7M +678,517 +5%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$465M -$10.8M -307,800 -2%
State Street
5
State Street
Massachusetts
$403M -$16.9M -482,558 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$386M -$4.44M -126,974 -1%
BIT
7
BlackRock Institutional Trust
California
$239M -$19.6M -559,055 -8%
DSC
8
Donald Smith & Co
New York
$226M -$7.26M -207,720 -3%
NIMC
9
NWQ Investment Management Company
California
$190M -$18M -514,039 -9%
Ameriprise
10
Ameriprise
Minnesota
$172M -$14.9M -427,264 -8%
LSV Asset Management
11
LSV Asset Management
Illinois
$152M +$2.48M +70,802 +2%
AQR Capital Management
12
AQR Capital Management
Connecticut
$152M +$7.79M +222,656 +6%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$136M -$5.67M -162,240 -4%
Boston Partners
14
Boston Partners
Massachusetts
$133M +$130M +3,721,322 New
BFA
15
BlackRock Fund Advisors
California
$125M -$2.25M -64,265 -2%
Northern Trust
16
Northern Trust
Illinois
$125M +$1.93M +55,214 +2%
CIP
17
Cornerstone Investment Partners
Georgia
$121M -$28.7M -820,877 -19%
American Century Companies
18
American Century Companies
Missouri
$115M -$881K -25,189 -0.8%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$108M -$2.23M -63,634 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$96.6M -$2.92M -83,401 -3%
AL
21
AJO LP
Pennsylvania
$88.7M -$4.67M -133,660 -5%
AGA
22
Altrinsic Global Advisors
Connecticut
$71.9M -$4.81M -137,498 -6%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$70.4M -$660K -18,875 -0.9%
AII
24
AGF Investments Inc
Ontario, Canada
$68.5M -$3.46M -98,915 -5%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$67.1M -$7.55M -215,965 -10%

UNM Hedge Fund Activity: Q2 2015 in Review

422 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2015, worth a combined $8.02B — up 2.8% from $7.81B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UNM positions and 25 closed out — a net gain of 18 holders — while 128 added to existing stakes and 188 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $130M. The largest seller was Goldman Sachs, cutting an estimated $81.8M.

  • 422 institutional investors held Unum (UNM) as of Q2 2015, up from 410 in Q1 2015.
  • Funds reported $8.02B of Unum stock for Q2 2015, up 2.8% quarter-over-quarter.
  • 43 funds opened new Unum positions in Q2 2015 and 25 closed out, a net change of +18 holders.
  • The largest Unum buyer in Q2 2015 was Boston Partners, an estimated $130M added.
  • The largest Unum seller in Q2 2015 was Goldman Sachs, an estimated $81.8M sold.

Based on aggregated 13F filings for Q2 2015.