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458 hedge funds and large institutions have $4.18B invested in Unum in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 135

26% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 53

2% more funds holding

Funds holding: 451458 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less call options, than puts

Call options by funds: $39.4M | Put options by funds: $42.5M

2.41% less ownership

Funds ownership: 84.09%81.68% (-2.4%)

14% less capital invested

Capital invested by funds: $4.87B → $4.18B (-$690M)

Holders
458
Holders Change
+7
Holders Change %
+1.55%
% of All Funds
8.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
180
Reduced
135
Closed
53
Calls
$39.4M
Puts
$42.5M
Net Calls
-$3.09M
Net Calls Change
+$501K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$552M -$88.2M -3,331,667 -13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$438M -$1.18M -44,642 -0.3%
BlackRock
3
BlackRock
New York
$387M -$48.8M -1,843,296 -11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$219M -$5.15M -194,577 -2%
State Street
5
State Street
Massachusetts
$154M -$123M -4,636,974 -43%
DSC
6
Donald Smith & Co
New York
$131M +$67.2K +2,538 +0%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$115M +$6.05M +228,694 +5%
LSV Asset Management
8
LSV Asset Management
Illinois
$96.9M -$2.19M -82,902 -2%
Charles Schwab
9
Charles Schwab
California
$96.1M -$1.34M -50,686 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$92.7M +$18.5M +699,437 +23%
Norges Bank
11
Norges Bank
Norway
$85.4M +$31.7M +1,198,900 +54%
Invesco
12
Invesco
Georgia
$71.7M -$112M -4,238,522 -60%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$71.4M -$28.9M -1,092,245 -28%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$67.7M +$28.9M +1,089,880 +68%
PPA
15
Parametric Portfolio Associates
Washington
$65M -$13.4M -505,311 -16%
ClearBridge Investments
16
ClearBridge Investments
New York
$54.9M -$998K -37,704 -2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$52.1M +$53.5M +2,021,719 +3,622%
Northern Trust
18
Northern Trust
Illinois
$49.6M +$183K +6,907 +0.3%
Goldman Sachs
19
Goldman Sachs
New York
$43.8M +$6.48M +244,632 +16%
Morgan Stanley
20
Morgan Stanley
New York
$40.5M +$669K +25,266 +2%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$39.7M +$13.4M +506,900 +47%
Two Sigma Investments
22
Two Sigma Investments
New York
$39.3M +$21.5M +810,400 +107%
Jane Street
23
Jane Street
New York
$38.4M +$40.3M +1,523,462 +18,787%
AQR Capital Management
24
AQR Capital Management
Connecticut
$32.5M -$11.4M -428,862 -25%
Citadel Advisors
25
Citadel Advisors
Florida
$29.8M +$26.8M +1,012,659 +570%