Unum
450 hedge funds and large institutions have $4.88B invested in Unum in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 182 increasing their positions, 145 reducing their positions, and 58 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 145
1.71% more ownership
Funds ownership: 82.39% → 84.1% (+1.7%)
4% more capital invested
Capital invested by funds: $4.67B → $4.88B (+$208M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9% less call options, than puts
Call options by funds: $38.5M | Put options by funds: $42.1M
9% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 58
2% less funds holding
Funds holding: 459 → 450 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$57.5M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
+$36.7M |
| 3 |
State Street
Boston,
Massachusetts
|
+$29.9M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$29.1M |
| 5 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$24.8M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$20.1M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$13.8M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$11.2M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
-$10.7M |
UNM Hedge Fund Activity: Q2 2021 in Review
450 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2021, worth a combined $4.88B — up 4.5% from $4.67B a quarter earlier.
Sellers outnumbered buyers: 58 funds closed out of UNM and 53 opened new positions — a net loss of 5 holders — while 145 trimmed existing stakes and 182 added.
The largest buyer was ClearBridge Investments, adding an estimated $57.5M. The largest seller was Citadel Advisors, cutting an estimated $24.8M.
- 450 institutional investors held Unum (UNM) as of Q2 2021, down from 459 in Q1 2021.
- Funds reported $4.88B of Unum stock for Q2 2021, up 4.5% quarter-over-quarter.
- 53 funds opened new Unum positions in Q2 2021 and 58 closed out, a net change of -5 holders.
- The largest Unum buyer in Q2 2021 was ClearBridge Investments, an estimated $57.5M added.
- The largest Unum seller in Q2 2021 was Citadel Advisors, an estimated $24.8M sold.
Based on aggregated 13F filings for Q2 2021.