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549 hedge funds and large institutions have $9.79B invested in Unum in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 184 increasing their positions, 207 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.32% more ownership

Funds ownership: 91.68%93.01% (+1.3%)

3% less funds holding

Funds holding: 565549 (-16)

11% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 207

13% less capital invested

Capital invested by funds: $11.3B → $9.79B (-$1.48B)

14% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 69

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

51% less call options, than puts

Call options by funds: $8.61M | Put options by funds: $17.7M

Holders
549
Holders Change
-16
Holders Change %
-2.83%
% of All Funds
12.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
59
Increased
184
Reduced
207
Closed
69
Calls
$8.61M
Puts
$17.7M
Net Calls
-$9.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.17B -$6.4M -122,550 -0.5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$931M +$2.83M +54,140 +0.3%
BlackRock
3
BlackRock
New York
$809M +$13.7M +262,169 +2%
State Street
4
State Street
Massachusetts
$534M -$20.1M -384,004 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$361M +$10.8M +205,766 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$302M -$9.59M -183,627 -3%
LSV Asset Management
7
LSV Asset Management
Illinois
$253M +$9.17M +175,429 +3%
Ninety One (UK)
8
Ninety One (UK)
United Kingdom
$191M -$15.8M -302,312 -7%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$186M -$1.5M -28,619 -0.7%
AL
10
AJO LP
Pennsylvania
$181M -$1.03M -19,786 -0.5%
AQR Capital Management
11
AQR Capital Management
Connecticut
$180M -$7.25M -138,692 -4%
Ameriprise
12
Ameriprise
Minnesota
$178M -$7.54M -144,237 -4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$154M -$973K -18,628 -0.6%
Northern Trust
14
Northern Trust
Illinois
$134M -$3.87M -74,149 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$130M +$11.8M +226,524 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$127M -$6.91M -132,227 -5%
Norges Bank
17
Norges Bank
Norway
$121M -$10.7M -205,480 -7%
Goldman Sachs
18
Goldman Sachs
New York
$117M -$11.1M -212,455 -8%
Prudential Financial
19
Prudential Financial
New Jersey
$106M -$42.3M -809,865 -27%
DSC
20
Donald Smith & Co
New York
$98.3M -$31.3M -598,583 -22%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$96.9M -$20M -382,012 -16%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$95.4M +$169K +3,238 +0.2%
Principal Financial Group
23
Principal Financial Group
Iowa
$75.3M -$18.8M -360,023 -19%
Millennium Management
24
Millennium Management
New York
$73.8M +$38.6M +738,146 +91%
NIMC
25
NWQ Investment Management Company
California
$67.9M +$10.4M +199,131 +16%

UNM Hedge Fund Activity: Q1 2018 in Review

549 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2018, worth a combined $9.79B — down 13% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of UNM and 59 opened new positions — a net loss of 10 holders — while 207 trimmed existing stakes and 184 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $74.2M. The largest seller was Boston Partners, cutting an estimated $97M.

  • 549 institutional investors held Unum (UNM) as of Q1 2018, down from 565 in Q4 2017.
  • Funds reported $9.79B of Unum stock for Q1 2018, down 13% quarter-over-quarter.
  • 59 funds opened new Unum positions in Q1 2018 and 69 closed out, a net change of -10 holders.
  • The largest Unum buyer in Q1 2018 was Schroder Investment Management Group, an estimated $74.2M added.
  • The largest Unum seller in Q1 2018 was Boston Partners, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2018.