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451 hedge funds and large institutions have $4.87B invested in Unum in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 181 increasing their positions, 146 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 146

1.69% more ownership

Funds ownership: 82.39%84.09% (+1.7%)

4% more capital invested

Capital invested by funds: $4.67B → $4.87B (+$206M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 57

9% less call options, than puts

Call options by funds: $38.5M | Put options by funds: $42.1M

2% less funds holding

Funds holding: 459451 (-8)

Holders
451
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
181
Reduced
146
Closed
57
Calls
$38.5M
Puts
$42.1M
Net Calls
-$3.59M
Net Calls Change
-$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$720M +$55.4K +1,884 +0%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$498M +$124K +4,235 +0%
BlackRock
3
BlackRock
New York
$491M -$3.24M -110,123 -0.6%
State Street
4
State Street
Massachusetts
$306M +$29.9M +1,016,913 +10%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$254M +$13.3M +452,030 +5%
Invesco
6
Invesco
Georgia
$202M +$13.4M +456,467 +7%
DSC
7
Donald Smith & Co
New York
$148M +$672K +22,880 +0.4%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$124M +$6.44M +219,081 +5%
LSV Asset Management
9
LSV Asset Management
Illinois
$112M -$2.47M -83,900 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$112M +$979K +33,295 +0.9%
Charles Schwab
11
Charles Schwab
California
$110M +$9.19M +312,667 +9%
PPA
12
Parametric Portfolio Associates
Washington
$88M +$927K +31,549 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$85.2M +$13.1M +445,769 +17%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$81.4M -$1.07M -36,410 -1%
ClearBridge Investments
15
ClearBridge Investments
New York
$63.2M +$57.5M +1,955,978 +721%
Norges Bank
16
Norges Bank
Norway
$62.8M -$747K -25,407 -1%
Northern Trust
17
Northern Trust
Illinois
$56.1M -$1.42M -48,229 -2%
AQR Capital Management
18
AQR Capital Management
Connecticut
$48.5M +$1.22M +41,535 +2%
Jacobs Levy Equity Management
19
Jacobs Levy Equity Management
New Jersey
$45.8M +$29.1M +991,420 +159%
Morgan Stanley
20
Morgan Stanley
New York
$45.2M -$5.61M -190,766 -11%
Goldman Sachs
21
Goldman Sachs
New York
$42.7M +$8.78M +298,738 +25%
First Trust Advisors
22
First Trust Advisors
Illinois
$37.7M +$6.55M +222,996 +20%
SSA
23
Schonfeld Strategic Advisors
New York
$37.2M +$36.7M +1,248,000 +2,019%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$30.6M +$7.86M +267,400 +33%
PAM
25
Panagora Asset Management
Massachusetts
$28.1M +$19.6M +666,290 +206%