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494 hedge funds and large institutions have $9.84B invested in Unum in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

696% more call options, than puts

Call options by funds: $15.6M | Put options by funds: $1.95M

5% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 41

1% less funds holding

Funds holding: 497494 (-3)

0.63% less ownership

Funds ownership: 93.12%92.49% (-0.63%)

2% less capital invested

Capital invested by funds: $10B → $9.84B (-$166M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

20% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 202

Holders
494
Holders Change
-3
Holders Change %
-0.6%
% of All Funds
12.32%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
43
Increased
162
Reduced
202
Closed
41
Calls
$15.6M
Puts
$1.95M
Net Calls
+$13.6M
Net Calls Change
+$7.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.14B +$15.5M +337,531 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$956M -$4.41M -95,881 -0.5%
BlackRock
3
BlackRock
New York
$782M -$382K -8,296 -0%
State Street
4
State Street
Massachusetts
$546M -$18.7M -406,458 -3%
Boston Partners
5
Boston Partners
Massachusetts
$386M -$58.8M -1,277,885 -13%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$376M -$12.6M -273,980 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$328M +$19.1M +415,909 +6%
LSV Asset Management
8
LSV Asset Management
Illinois
$229M +$4.08M +88,700 +2%
AQR Capital Management
9
AQR Capital Management
Connecticut
$206M -$59.4M -1,291,096 -23%
Ameriprise
10
Ameriprise
Minnesota
$197M +$13.5M +292,664 +7%
DSC
11
Donald Smith & Co
New York
$166M -$62.6K -1,362 -0%
Goldman Sachs
12
Goldman Sachs
New York
$164M +$45.9M +999,065 +40%
American Century Companies
13
American Century Companies
Missouri
$159M -$707K -15,374 -0.4%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$155M -$12.5M -272,638 -8%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$153M +$880K +19,134 +0.6%
Prudential Financial
16
Prudential Financial
New Jersey
$145M +$33.5M +727,487 +31%
AL
17
AJO LP
Pennsylvania
$140M -$13.6M -296,129 -9%
Norges Bank
18
Norges Bank
Norway
$137M +$69.1M +1,501,453 +105%
NIMC
19
NWQ Investment Management Company
California
$125M -$21.7M -472,480 -15%
Northern Trust
20
Northern Trust
Illinois
$124M -$3.61M -78,495 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$113M -$11.3M -244,859 -9%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$110M +$1.03M +22,288 +1%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$101M +$8.13M +176,670 +9%
Principal Financial Group
24
Principal Financial Group
Iowa
$96.8M -$46M -999,845 -33%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$96.2M +$93.7M +2,037,909 +8,281%

UNM Hedge Fund Activity: Q2 2017 in Review

494 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2017, worth a combined $9.84B — down 1.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new UNM positions and 41 closed out — a net gain of 2 holders — while 162 added to existing stakes and 202 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $93.7M. The largest seller was AQR Capital Management, cutting an estimated $59.4M.

  • 494 institutional investors held Unum (UNM) as of Q2 2017, down from 497 in Q1 2017.
  • Funds reported $9.84B of Unum stock for Q2 2017, down 1.7% quarter-over-quarter.
  • 43 funds opened new Unum positions in Q2 2017 and 41 closed out, a net change of +2 holders.
  • The largest Unum buyer in Q2 2017 was Janus Henderson Group, an estimated $93.7M added.
  • The largest Unum seller in Q2 2017 was AQR Capital Management, an estimated $59.4M sold.

Based on aggregated 13F filings for Q2 2017.