Unum
514 hedge funds and large institutions have $7.47B invested in Unum in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 194 increasing their positions, 174 reducing their positions, and 93 closing their positions.
155% more call options, than puts
Call options by funds: $17.1M | Put options by funds: $6.7M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
11% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 174
1.62% less ownership
Funds ownership: 92.97% → 91.35% (-1.6%)
7% less funds holding
Funds holding: 550 → 514 (-36)
24% less capital invested
Capital invested by funds: $9.79B → $7.47B (-$2.32B)
33% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSC
Donald Smith & Co
New York
|
+$136M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$52.7M |
| 3 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$52M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$40.2M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$39.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
-$73.2M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$66.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$61.2M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$52.3M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$48.1M |
UNM Hedge Fund Activity: Q2 2018 in Review
514 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2018, worth a combined $7.47B — down 24% from $9.79B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of UNM and 62 opened new positions — a net loss of 31 holders — while 174 trimmed existing stakes and 194 added.
The largest buyer was Donald Smith & Co, adding an estimated $136M. The largest seller was Neuberger Berman Group, cutting an estimated $73.2M.
- 514 institutional investors held Unum (UNM) as of Q2 2018, down from 550 in Q1 2018.
- Funds reported $7.47B of Unum stock for Q2 2018, down 24% quarter-over-quarter.
- 62 funds opened new Unum positions in Q2 2018 and 93 closed out, a net change of -31 holders.
- The largest Unum buyer in Q2 2018 was Donald Smith & Co, an estimated $136M added.
- The largest Unum seller in Q2 2018 was Neuberger Berman Group, an estimated $73.2M sold.
Based on aggregated 13F filings for Q2 2018.