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426 hedge funds and large institutions have $7.47B invested in Unum in 2015 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 124 increasing their positions, 178 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 45 (+1)

6% more capital invested

Capital invested by funds: $7.03B → $7.47B (+$442M)

5% more funds holding

Funds holding: 406426 (+20)

3.22% more ownership

Funds ownership: 89.14%92.36% (+3.2%)

30% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 178

Holders
426
Holders Change
+20
Holders Change %
+4.93%
% of All Funds
11.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
54
Increased
124
Reduced
178
Closed
29
Calls
$10.2M
Puts
$2.48M
Net Calls
+$7.74M
Net Calls Change
-$3.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$729M -$10M -290,414 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$673M +$11.8M +342,772 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$445M +$11.4M +329,648 +3%
State Street
4
State Street
Massachusetts
$374M +$519K +15,057 +0.1%
JP Morgan Chase
5
JP Morgan Chase
New York
$355M -$4.49M -130,109 -1%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$302M -$105M -3,037,851 -25%
Boston Partners
7
Boston Partners
Massachusetts
$238M +$40.8M +1,182,493 +20%
DSC
8
Donald Smith & Co
New York
$223M +$231M +6,708,463 New
BIT
9
BlackRock Institutional Trust
California
$211M -$4.56M -132,186 -2%
NIMC
10
NWQ Investment Management Company
California
$171M -$6.22M -180,436 -3%
Ameriprise
11
Ameriprise
Minnesota
$159M -$9.15M -265,397 -5%
LSV Asset Management
12
LSV Asset Management
Illinois
$150M +$7.18M +208,260 +5%
AQR Capital Management
13
AQR Capital Management
Connecticut
$125M +$2.22M +64,314 +2%
BFA
14
BlackRock Fund Advisors
California
$124M +$7.35M +213,137 +6%
American Century Companies
15
American Century Companies
Missouri
$118M +$5.27M +152,927 +5%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$115M -$7.05M -204,454 -6%
Northern Trust
17
Northern Trust
Illinois
$102M -$8.95M -259,651 -8%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$99.2M -$1.03M -29,805 -1%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$96M +$2.27M +65,837 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$85.6M -$3.99M -115,700 -4%
BG
21
BlackRock Group
United Kingdom
$84.3M -$26.1K -758 -0%
AL
22
AJO LP
Pennsylvania
$80.1M +$2.58M +74,667 +3%
Victory Capital Management
23
Victory Capital Management
Texas
$75M +$3.78M +109,559 +5%
AII
24
AGF Investments Inc
Ontario, Canada
$74.4M +$4.27M +123,938 +6%
Bank of America
25
Bank of America
North Carolina
$69.5M +$5.19M +150,621 +8%