Unum
460 hedge funds and large institutions have $7.71B invested in Unum in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 142 increasing their positions, 196 reducing their positions, and 36 closing their positions.
114% more call options, than puts
Call options by funds: $8.56M | Put options by funds: $4.01M
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
10% more capital invested
Capital invested by funds: $7.03B → $7.71B (+$683M)
6% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 36
0.02% more ownership
Funds ownership: 93.03% → 93.06% (+0.02%)
1% less funds holding
Funds holding: 465 → 460 (-5)
28% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 196
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$23.2M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$21M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.6M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$16.3M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$39.5M |
| 2 |
VSI
Verde Servicos Internacionais
Sao Paulo,
Brazil
|
-$30.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$16.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$16.1M |
| 5 |
Morgan Stanley
New York
|
-$13.6M |
UNM Hedge Fund Activity: Q3 2016 in Review
460 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2016, worth a combined $7.71B — up 9.7% from $7.03B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new UNM positions and 36 closed out — a net gain of 2 holders — while 142 added to existing stakes and 196 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $23.2M. The largest seller was American Century Companies, cutting an estimated $39.5M.
- 460 institutional investors held Unum (UNM) as of Q3 2016, down from 465 in Q2 2016.
- Funds reported $7.71B of Unum stock for Q3 2016, up 9.7% quarter-over-quarter.
- 38 funds opened new Unum positions in Q3 2016 and 36 closed out, a net change of +2 holders.
- The largest Unum buyer in Q3 2016 was AQR Capital Management, an estimated $23.2M added.
- The largest Unum seller in Q3 2016 was American Century Companies, an estimated $39.5M sold.
Based on aggregated 13F filings for Q3 2016.