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458 hedge funds and large institutions have $7.68B invested in Unum in 2016 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 141 increasing their positions, 197 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 46 (+2)

9% more capital invested

Capital invested by funds: $7.03B → $7.68B (+$647M)

3% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 37

0.02% less ownership

Funds ownership: 93.07%93.06% (-0.02%)

1% less funds holding

Funds holding: 464458 (-6)

28% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 197

Holders
458
Holders Change
-6
Holders Change %
-1.29%
% of All Funds
12.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
38
Increased
141
Reduced
197
Closed
37
Calls
$8.56M
Puts
$4.01M
Net Calls
+$4.55M
Net Calls Change
-$8.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$812M +$19.6M +579,838 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$745M -$9.53M -281,753 -1%
State Street
3
State Street
Massachusetts
$373M +$5.86M +173,251 +2%
JP Morgan Chase
4
JP Morgan Chase
New York
$372M +$6.21M +183,517 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$340M -$12.5M -370,728 -4%
Boston Partners
6
Boston Partners
Massachusetts
$308M +$16.3M +483,254 +6%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$300M -$8.44M -249,500 -3%
DSC
8
Donald Smith & Co
New York
$240M -$4.67K -138 -0%
BIT
9
BlackRock Institutional Trust
California
$232M +$1.62M +47,918 +0.7%
NIMC
10
NWQ Investment Management Company
California
$177M +$2.91M +85,992 +2%
LSV Asset Management
11
LSV Asset Management
Illinois
$169M +$1.31M +38,700 +0.8%
American Century Companies
12
American Century Companies
Missouri
$145M -$39.5M -1,167,927 -22%
Ameriprise
13
Ameriprise
Minnesota
$138M -$8.29M -244,937 -6%
BFA
14
BlackRock Fund Advisors
California
$136M +$5.46M +161,261 +4%
AL
15
AJO LP
Pennsylvania
$114M -$40.5K -1,197 -0%
Northern Trust
16
Northern Trust
Illinois
$112M +$2.84M +83,896 +3%
AQR Capital Management
17
AQR Capital Management
Connecticut
$111M +$23.2M +684,379 +28%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$110M +$3.3M +97,558 +3%
Principal Financial Group
19
Principal Financial Group
Iowa
$96.7M +$21M +619,895 +29%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$93.3M +$804K +23,763 +0.9%
BG
21
BlackRock Group
United Kingdom
$85.8M -$743K -21,974 -0.9%
Goldman Sachs
22
Goldman Sachs
New York
$81.3M +$11.6M +343,280 +18%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$78.7M +$15.1M +445,000 +25%
AII
24
AGF Investments Inc
Ontario, Canada
$77.1M -$1.61M -47,656 -2%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$75.2M -$970K -28,676 -1%

UNM Hedge Fund Activity: Q3 2016 in Review

458 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2016, worth a combined $7.68B — up 9.2% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new UNM positions and 37 closed out — a net gain of 1 holder — while 141 added to existing stakes and 197 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.

  • 458 institutional investors held Unum (UNM) as of Q3 2016, down from 464 in Q2 2016.
  • Funds reported $7.68B of Unum stock for Q3 2016, up 9.2% quarter-over-quarter.
  • 38 funds opened new Unum positions in Q3 2016 and 37 closed out, a net change of +1 holder.
  • 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.