Unum
511 hedge funds and large institutions have $9.29B invested in Unum in 2016 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 138 increasing their positions, 202 reducing their positions, and 39 closing their positions.
848% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $1.32M
149% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 39
20% more capital invested
Capital invested by funds: $7.71B → $9.29B (+$1.57B)
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
11% more funds holding
Funds holding: 460 → 511 (+51)
1.95% less ownership
Funds ownership: 93.06% → 91.11% (-2%)
32% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 202
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ninety One (UK)
London,
United Kingdom
|
+$77.1M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$46.5M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
+$39.7M |
| 4 |
State Street
Boston,
Massachusetts
|
+$39.4M |
| 5 |
Millennium Management
New York
|
+$35.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$331M |
| 2 |
JP Morgan Chase
New York
|
-$120M |
| 3 |
NIMC
NWQ Investment Management Company
Los Angeles,
California
|
-$54.1M |
| 4 |
DSC
Donald Smith & Co
New York
|
-$42.4M |
| 5 |
AII
AGF Investments Inc
Toronto,
Ontario, Canada
|
-$39.6M |
UNM Hedge Fund Activity: Q4 2016 in Review
511 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2016, worth a combined $9.29B — up 20% from $7.71B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new UNM positions and 39 closed out — a net gain of 58 holders — while 138 added to existing stakes and 202 trimmed.
The largest buyer was Ninety One (UK), opening a new position worth an estimated $77.1M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $331M.
- 511 institutional investors held Unum (UNM) as of Q4 2016, up from 460 in Q3 2016.
- Funds reported $9.29B of Unum stock for Q4 2016, up 20% quarter-over-quarter.
- 97 funds opened new Unum positions in Q4 2016 and 39 closed out, a net change of +58 holders.
- The largest Unum buyer in Q4 2016 was Ninety One (UK), an estimated $77.1M added.
- The largest Unum seller in Q4 2016 was Hotchkis & Wiley Capital Management, an estimated $331M sold.
Based on aggregated 13F filings for Q4 2016.