Unum
456 hedge funds and large institutions have $5.79B invested in Unum in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 179 increasing their positions, 170 reducing their positions, and 70 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more repeat investments, than reductions
Existing positions increased: 179 | Existing positions reduced: 170
2.7% less ownership
Funds ownership: 95.89% → 93.19% (-2.7%)
7% less funds holding
Funds holding: 490 → 456 (-34)
14% less capital invested
Capital invested by funds: $6.71B → $5.79B (-$926M)
49% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 70
76% less call options, than puts
Call options by funds: $9.99M | Put options by funds: $41M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nuance Investments
Kansas City,
Missouri
|
+$55.5M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$34.7M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$28M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$19.2M |
| 5 |
D.E. Shaw & Co
New York
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$85.2M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
-$57.8M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$45.6M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$42M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$39.9M |
UNM Hedge Fund Activity: Q3 2019 in Review
456 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2019, worth a combined $5.79B — down 14% from $6.71B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of UNM and 36 opened new positions — a net loss of 34 holders — while 170 trimmed existing stakes and 179 added.
The largest buyer was Nuance Investments, adding an estimated $55.5M. The largest seller was Bank of Nova Scotia, cutting an estimated $85.2M.
- 456 institutional investors held Unum (UNM) as of Q3 2019, down from 490 in Q2 2019.
- Funds reported $5.79B of Unum stock for Q3 2019, down 14% quarter-over-quarter.
- 36 funds opened new Unum positions in Q3 2019 and 70 closed out, a net change of -34 holders.
- The largest Unum buyer in Q3 2019 was Nuance Investments, an estimated $55.5M added.
- The largest Unum seller in Q3 2019 was Bank of Nova Scotia, an estimated $85.2M sold.
Based on aggregated 13F filings for Q3 2019.