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513 hedge funds and large institutions have $7.85B invested in Unum in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 188 increasing their positions, 193 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

11% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 47

5% more capital invested

Capital invested by funds: $7.47B → $7.85B (+$381M)

0.6% more ownership

Funds ownership: 91.36%91.96% (+0.6%)

0% less funds holding

Funds holding: 514513 (-1)

3% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 193

34% less call options, than puts

Call options by funds: $59.8M | Put options by funds: $90.2M

Holders
513
Holders Change
-1
Holders Change %
-0.19%
% of All Funds
11.73%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
52
Increased
188
Reduced
193
Closed
47
Calls
$59.8M
Puts
$90.2M
Net Calls
-$30.5M
Net Calls Change
-$40.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$982M -$12.2M -326,556 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$758M +$701K +18,780 +0.1%
BlackRock
3
BlackRock
New York
$638M -$33.3M -891,676 -5%
State Street
4
State Street
Massachusetts
$420M +$12.3M +328,426 +3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$287M +$46.1M +1,234,534 +20%
JP Morgan Chase
6
JP Morgan Chase
New York
$242M +$26.6M +712,039 +13%
Ninety One (UK)
7
Ninety One (UK)
United Kingdom
$235M +$47.2M +1,266,093 +27%
DSC
8
Donald Smith & Co
New York
$217M +$8.48M +227,260 +4%
LSV Asset Management
9
LSV Asset Management
Illinois
$216M +$1.35M +36,316 +0.7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$175M +$22.7M +607,307 +16%
Ameriprise
11
Ameriprise
Minnesota
$147M +$597K +16,010 +0.4%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$143M -$17.2M -462,221 -11%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$113M +$6.37M +170,611 +6%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$108M +$29.9M +800,414 +41%
Deutsche Bank
15
Deutsche Bank
Germany
$106M +$51.2M +1,372,136 +102%
Northern Trust
16
Northern Trust
Illinois
$102M -$3.8M -101,751 -4%
Goldman Sachs
17
Goldman Sachs
New York
$102M +$2.25M +60,228 +2%
Norges Bank
18
Norges Bank
Norway
$94.6M -$4.48M -119,998 -5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$89.8M -$18M -481,652 -17%
Invesco
20
Invesco
Georgia
$83M +$3.89M +104,313 +5%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$81.9M +$743K +19,921 +1%
NI
22
Nuance Investments
Missouri
$81.7M +$10.7M +287,887 +16%
Millennium Management
23
Millennium Management
New York
$53.5M -$4.61M -123,628 -8%
Charles Schwab
24
Charles Schwab
California
$50.2M +$1.09M +29,333 +2%
AQR Capital Management
25
AQR Capital Management
Connecticut
$49.7M -$46.5M -1,245,920 -49%