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493 hedge funds and large institutions have $5.73B invested in Unum in 2018 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 167 increasing their positions, 182 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $16.6M | Put options by funds: $12.6M

8% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 182

1.11% less ownership

Funds ownership: 91.96%90.85% (-1.1%)

4% less funds holding

Funds holding: 513493 (-20)

20% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 87

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

27% less capital invested

Capital invested by funds: $7.85B → $5.73B (-$2.12B)

Holders
493
Holders Change
-20
Holders Change %
-3.9%
% of All Funds
10.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
70
Increased
167
Reduced
182
Closed
87
Calls
$16.6M
Puts
$12.6M
Net Calls
+$4.03M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$710M -$33.2M -949,437 -4%
BlackRock
2
BlackRock
New York
$583M +$123M +3,516,140 +22%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$568M -$3.07M -87,710 -0.5%
State Street
4
State Street
Massachusetts
$304M -$14M -398,931 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$227M +$13M +371,415 +5%
Ninety One (UK)
6
Ninety One (UK)
United Kingdom
$176M -$855K -24,428 -0.4%
DSC
7
Donald Smith & Co
New York
$171M +$8.75M +250,095 +5%
LSV Asset Management
8
LSV Asset Management
Illinois
$165M +$2.69M +76,984 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$143M +$13.9M +396,764 +9%
JP Morgan Chase
10
JP Morgan Chase
New York
$118M -$75.8M -2,164,688 -35%
Ameriprise
11
Ameriprise
Minnesota
$114M +$3.78M +108,021 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$98.1M +$15.3M +438,390 +15%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$91.3M -$19.6M -559,179 -15%
Goldman Sachs
14
Goldman Sachs
New York
$85.8M +$10.9M +311,666 +12%
Northern Trust
15
Northern Trust
Illinois
$76.9M +$27.7K +791 +0%
Prudential Financial
16
Prudential Financial
New Jersey
$73.9M +$62.9M +1,796,405 +250%
Norges Bank
17
Norges Bank
Norway
$71M -$232K -6,640 -0.3%
Invesco
18
Invesco
Georgia
$69.9M +$8.98M +256,520 +12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$64.9M -$3.13M -89,501 -4%
NI
20
Nuance Investments
Missouri
$60.5M -$1.08M -30,716 -1%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$55.6M -$7.1M -202,955 -10%
Man Group
22
Man Group
United Kingdom
$50.1M +$39M +1,114,991 +189%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$45M +$41.2M +1,176,470 +331%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$44.8M +$21.1M +603,200 +65%
Charles Schwab
25
Charles Schwab
California
$38.7M +$1.13M +32,298 +3%