Unum
497 hedge funds and large institutions have $10B invested in Unum in 2017 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 150 increasing their positions, 208 reducing their positions, and 52 closing their positions.
89% more call options, than puts
Call options by funds: $13.8M | Put options by funds: $7.31M
8% more capital invested
Capital invested by funds: $9.29B → $10B (+$723M)
1.99% more ownership
Funds ownership: 91.11% → 93.09% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
8% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 52
3% less funds holding
Funds holding: 511 → 497 (-14)
28% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 208
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$758M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$65.3M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$63.6M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$48.1M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$45.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSC
Donald Smith & Co
New York
|
-$102M |
| 2 |
Millennium Management
New York
|
-$43.5M |
| 3 |
JP Morgan Chase
New York
|
-$43M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$28.9M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$24.8M |
UNM Hedge Fund Activity: Q1 2017 in Review
497 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2017, worth a combined $10B — up 7.8% from $9.29B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of UNM and 48 opened new positions — a net loss of 4 holders — while 208 trimmed existing stakes and 150 added.
The largest buyer was BlackRock, adding an estimated $758M. The largest seller was Donald Smith & Co, cutting an estimated $102M.
- 497 institutional investors held Unum (UNM) as of Q1 2017, down from 511 in Q4 2016.
- Funds reported $10B of Unum stock for Q1 2017, up 7.8% quarter-over-quarter.
- 48 funds opened new Unum positions in Q1 2017 and 52 closed out, a net change of -4 holders.
- The largest Unum buyer in Q1 2017 was BlackRock, an estimated $758M added.
- The largest Unum seller in Q1 2017 was Donald Smith & Co, an estimated $102M sold.
Based on aggregated 13F filings for Q1 2017.