We are live on ! Find out more

464 hedge funds and large institutions have $7.03B invested in Unum in 2016 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 158 increasing their positions, 172 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $3.96M

162% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 26

9% more funds holding

Funds holding: 427464 (+37)

2% more capital invested

Capital invested by funds: $6.88B → $7.03B (+$154M)

8% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 172

1.78% less ownership

Funds ownership: 94.85%93.07% (-1.8%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
464
Holders Change
+37
Holders Change %
+8.67%
% of All Funds
12.38%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
68
Increased
158
Reduced
172
Closed
26
Calls
$16.7M
Puts
$3.96M
Net Calls
+$12.7M
Net Calls Change
+$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$713M +$29.6M +875,760 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$679M -$3.33M -98,510 -0.5%
State Street
3
State Street
Massachusetts
$330M -$12.7M -376,346 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$329M +$5.5M +162,611 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$318M -$47M -1,390,056 -12%
Hotchkis & Wiley Capital Management
6
Hotchkis & Wiley Capital Management
California
$278M -$84.6M -2,501,158 -22%
Boston Partners
7
Boston Partners
Massachusetts
$262M -$14.5M -429,937 -5%
DSC
8
Donald Smith & Co
New York
$216M +$950K +28,101 +0.4%
BIT
9
BlackRock Institutional Trust
California
$207M +$4.49M +132,808 +2%
American Century Companies
10
American Century Companies
Missouri
$168M +$49.2M +1,455,618 +38%
NIMC
11
NWQ Investment Management Company
California
$156M -$28.3M -838,373 -15%
LSV Asset Management
12
LSV Asset Management
Illinois
$151M +$4.2M +124,174 +3%
Ameriprise
13
Ameriprise
Minnesota
$132M -$12.6M -371,260 -8%
BFA
14
BlackRock Fund Advisors
California
$117M +$953K +28,188 +0.8%
AL
15
AJO LP
Pennsylvania
$103M -$565K -16,708 -0.5%
Northern Trust
16
Northern Trust
Illinois
$98.3M -$1.21M -35,906 -1%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$96.3M +$2.12M +62,648 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$83.2M -$2.9M -85,757 -3%
AQR Capital Management
19
AQR Capital Management
Connecticut
$78.1M -$41.9M -1,237,928 -34%
BG
20
BlackRock Group
United Kingdom
$78M -$1.57M -46,429 -2%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$75.9M -$15.8M -467,678 -16%
AII
22
AGF Investments Inc
Ontario, Canada
$70.9M +$11.4M +337,082 +18%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$68.7M +$11.8M +349,768 +19%
Principal Financial Group
24
Principal Financial Group
Iowa
$67.4M +$2.96M +87,665 +4%
Goldman Sachs
25
Goldman Sachs
New York
$62.3M +$12.6M +373,857 +24%