We are live on ! Find out more

496 hedge funds and large institutions have $10.7B invested in Unum in 2017 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 152 increasing their positions, 219 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,365% more call options, than puts

Call options by funds: $14.4M | Put options by funds: $583K

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

8% more capital invested

Capital invested by funds: $9.84B → $10.7B (+$811M)

0% more funds holding

Funds holding: 494496 (+2)

0.14% less ownership

Funds ownership: 92.49%92.35% (-0.14%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

31% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 219

Holders
496
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
12.37%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
40
Increased
152
Reduced
219
Closed
34
Calls
$14.4M
Puts
$583K
Net Calls
+$13.8M
Net Calls Change
+$188K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.26B +$10.6M +217,053 +0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.04B -$10.9M -223,179 -1%
BlackRock
3
BlackRock
New York
$862M +$4.12M +84,384 +0.5%
State Street
4
State Street
Massachusetts
$586M -$12.5M -255,558 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$394M -$17.4M -356,699 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$352M -$7.41M -151,946 -2%
Boston Partners
7
Boston Partners
Massachusetts
$331M -$88.6M -1,816,033 -22%
LSV Asset Management
8
LSV Asset Management
Illinois
$266M +$13.8M +282,045 +6%
Ameriprise
9
Ameriprise
Minnesota
$215M -$436K -8,929 -0.2%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$202M +$30.5M +625,640 +19%
AQR Capital Management
11
AQR Capital Management
Connecticut
$198M -$26.6M -546,009 -12%
AL
12
AJO LP
Pennsylvania
$177M +$22.2M +454,125 +15%
DSC
13
Donald Smith & Co
New York
$173M -$8.54M -175,090 -5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$168M -$423K -8,669 -0.3%
Goldman Sachs
15
Goldman Sachs
New York
$159M -$19.7M -403,086 -11%
Norges Bank
16
Norges Bank
Norway
$151M +$510K +10,451 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$151M +$25.1M +515,351 +21%
Prudential Financial
18
Prudential Financial
New Jersey
$150M -$8.24M -168,970 -5%
Northern Trust
19
Northern Trust
Illinois
$145M +$9.03M +185,093 +7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$124M +$3.1M +63,485 +3%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$112M +$1.12M +23,010 +1%
Principal Financial Group
22
Principal Financial Group
Iowa
$99.7M -$6.09M -124,927 -6%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$96.7M -$497K -10,180 -0.5%
NIMC
24
NWQ Investment Management Company
California
$91.4M -$44M -901,945 -34%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$87.3M -$17.3M -354,523 -17%

UNM Hedge Fund Activity: Q3 2017 in Review

496 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2017, worth a combined $10.7B — up 8.2% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UNM positions and 34 closed out — a net gain of 6 holders — while 152 added to existing stakes and 219 trimmed.

The largest buyer was Millennium Management, adding an estimated $57.3M. The largest seller was Boston Partners, cutting an estimated $88.6M.

  • 496 institutional investors held Unum (UNM) as of Q3 2017, up from 494 in Q2 2017.
  • Funds reported $10.7B of Unum stock for Q3 2017, up 8.2% quarter-over-quarter.
  • 40 funds opened new Unum positions in Q3 2017 and 34 closed out, a net change of +6 holders.
  • The largest Unum buyer in Q3 2017 was Millennium Management, an estimated $57.3M added.
  • The largest Unum seller in Q3 2017 was Boston Partners, an estimated $88.6M sold.

Based on aggregated 13F filings for Q3 2017.