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427 hedge funds and large institutions have $6.88B invested in Unum in 2016 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 176 increasing their positions, 139 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

495% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $1.81M

27% more repeat investments, than reductions

Existing positions increased: 176 | Existing positions reduced: 139

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2.5% more ownership

Funds ownership: 92.36%94.85% (+2.5%)

6% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 48

0% more funds holding

Funds holding: 426427 (+1)

8% less capital invested

Capital invested by funds: $7.47B → $6.88B (-$591M)

Holders
427
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
11.38%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
51
Increased
176
Reduced
139
Closed
48
Calls
$10.8M
Puts
$1.81M
Net Calls
+$8.96M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$666M +$38.9M +1,327,372 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$664M -$12.3M -418,298 -2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$352M -$58.2M -1,984,350 -15%
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$348M +$64.1M +2,186,084 +24%
State Street
5
State Street
Massachusetts
$333M -$13.7M -467,599 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$315M -$13.9M -475,429 -4%
Boston Partners
7
Boston Partners
Massachusetts
$268M +$44.4M +1,514,686 +21%
DSC
8
Donald Smith & Co
New York
$209M +$1.95M +66,616 +1%
BIT
9
BlackRock Institutional Trust
California
$198M +$2.01M +68,518 +1%
NIMC
10
NWQ Investment Management Company
California
$178M +$17.8M +605,524 +12%
LSV Asset Management
11
LSV Asset Management
Illinois
$143M +$3.12M +106,234 +2%
Ameriprise
12
Ameriprise
Minnesota
$140M -$6.82M -232,349 -5%
American Century Companies
13
American Century Companies
Missouri
$118M +$8.16M +278,268 +8%
AQR Capital Management
14
AQR Capital Management
Connecticut
$114M -$1.42M -48,368 -1%
BFA
15
BlackRock Fund Advisors
California
$113M -$2.28M -77,772 -2%
AL
16
AJO LP
Pennsylvania
$100M +$24.5M +836,151 +35%
Northern Trust
17
Northern Trust
Illinois
$97.3M +$1.7M +57,981 +2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$91.8M -$388K -13,233 -0.4%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$88.2M -$17.7M -604,430 -17%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$83.6M +$3.86M +131,475 +5%
BG
21
BlackRock Group
United Kingdom
$77.3M -$943K -32,142 -1%
Principal Financial Group
22
Principal Financial Group
Iowa
$62.8M +$48.8M +1,665,052 +454%
BA
23
BlackRock Advisors
Delaware
$60.3M +$142K +4,825 +0.2%
AII
24
AGF Investments Inc
Ontario, Canada
$58.5M -$10M -341,342 -15%
Invesco
25
Invesco
Georgia
$56M +$2.29M +78,183 +5%