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391 hedge funds and large institutions have $2.98B invested in Unum in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 139 increasing their positions, 157 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more call options, than puts

Call options by funds: $18.4M | Put options by funds: $17.9M

4% less capital invested

Capital invested by funds: $3.12B → $2.98B (-$136M)

5% less funds holding

Funds holding: 411391 (-20)

5.44% less ownership

Funds ownership: 92.39%86.95% (-5.4%)

11% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 157

28% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 58

Holders
391
Holders Change
-20
Holders Change %
-4.87%
% of All Funds
7.89%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
42
Increased
139
Reduced
157
Closed
58
Calls
$18.4M
Puts
$17.9M
Net Calls
+$478K
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$420M -$21.2M -1,192,284 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$308M -$11.6K -650 -0%
BlackRock
3
BlackRock
New York
$285M -$13.2M -744,629 -4%
State Street
4
State Street
Massachusetts
$153M -$4.59M -258,169 -3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$119M +$2.5M +140,315 +2%
DSC
6
Donald Smith & Co
New York
$101M -$8.33M -468,315 -7%
Invesco
7
Invesco
Georgia
$85.7M -$9.42M -529,912 -9%
LSV Asset Management
8
LSV Asset Management
Illinois
$81.1M -$3.39M -190,610 -4%
PP
9
Prudential plc
United Kingdom
$76.5M +$6.1M +342,914 +8%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$72M +$367K +20,647 +0.5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$67.9M -$991K -55,717 -1%
Charles Schwab
12
Charles Schwab
California
$61M +$12.2M +684,721 +23%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$59.9M -$3.26M -183,417 -5%
PPA
14
Parametric Portfolio Associates
Washington
$52.9M +$3.54M +199,171 +7%
Norges Bank
15
Norges Bank
Norway
$49.4M -$1.8M -101,483 -3%
AQR Capital Management
16
AQR Capital Management
Connecticut
$44.4M -$1.51M -84,798 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$42.4M -$2.38M -133,616 -5%
Goldman Sachs
18
Goldman Sachs
New York
$42.1M -$21M -1,182,175 -32%
First Trust Advisors
19
First Trust Advisors
Illinois
$41.9M -$1.15M -64,607 -3%
Northern Trust
20
Northern Trust
Illinois
$35.6M +$325K +18,261 +0.9%
Ensign Peak Advisors
21
Ensign Peak Advisors
Utah
$31.3M +$470K +26,416 +1%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$25.3M -$3.1M -174,558 -10%
AG
23
Aperio Group
California
$25M +$2.74M +153,811 +12%
Morgan Stanley
24
Morgan Stanley
New York
$24.3M +$1.92M +107,999 +8%
WCM
25
Wedge Capital Management
North Carolina
$19.4M -$5.47M -307,652 -21%

UNM Hedge Fund Activity: Q3 2020 in Review

391 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2020, worth a combined $2.98B — down 4.4% from $3.12B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of UNM and 42 opened new positions — a net loss of 16 holders — while 157 trimmed existing stakes and 139 added.

The largest buyer was Charles Schwab, adding an estimated $12.2M. The largest seller was Prudential Financial, cutting an estimated $46.6M.

  • 391 institutional investors held Unum (UNM) as of Q3 2020, down from 411 in Q2 2020.
  • Funds reported $2.98B of Unum stock for Q3 2020, down 4.4% quarter-over-quarter.
  • 42 funds opened new Unum positions in Q3 2020 and 58 closed out, a net change of -16 holders.
  • The largest Unum buyer in Q3 2020 was Charles Schwab, an estimated $12.2M added.
  • The largest Unum seller in Q3 2020 was Prudential Financial, an estimated $46.6M sold.

Based on aggregated 13F filings for Q3 2020.