Unum
427 hedge funds and large institutions have $7.48B invested in Unum in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 123 increasing their positions, 179 reducing their positions, and 29 closing their positions.
313% more call options, than puts
Call options by funds: $10.2M | Put options by funds: $2.48M
86% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 29
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more capital invested
Capital invested by funds: $7.05B → $7.48B (+$426M)
5% more funds holding
Funds holding: 407 → 427 (+20)
3.2% more ownership
Funds ownership: 89.14% → 92.34% (+3.2%)
31% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 179
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSC
Donald Smith & Co
New York
|
+$231M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$40.8M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$38.4M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$23M |
| 5 |
O
OppenheimerFunds
New York
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$105M |
| 2 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$35.8M |
| 3 |
Millennium Management
New York
|
-$31.7M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$18M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$16.2M |
UNM Hedge Fund Activity: Q4 2015 in Review
427 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2015, worth a combined $7.48B — up 6% from $7.05B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new UNM positions and 29 closed out — a net gain of 25 holders — while 123 added to existing stakes and 179 trimmed.
The largest buyer was Donald Smith & Co, opening a new position worth an estimated $231M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $105M.
- 427 institutional investors held Unum (UNM) as of Q4 2015, up from 407 in Q3 2015.
- Funds reported $7.48B of Unum stock for Q4 2015, up 6% quarter-over-quarter.
- 54 funds opened new Unum positions in Q4 2015 and 29 closed out, a net change of +25 holders.
- The largest Unum buyer in Q4 2015 was Donald Smith & Co, an estimated $231M added.
- The largest Unum seller in Q4 2015 was Hotchkis & Wiley Capital Management, an estimated $105M sold.
Based on aggregated 13F filings for Q4 2015.