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466 hedge funds and large institutions have $5.34B invested in Unum in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 148 increasing their positions, 152 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $120M | Put options by funds: $69.1M

55% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 49

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

31% more capital invested

Capital invested by funds: $4.06B → $5.34B (+$1.28B)

5% more funds holding

Funds holding: 444466 (+22)

2.51% more ownership

Funds ownership: 81.49%84% (+2.5%)

3% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 152

Holders
466
Holders Change
+22
Holders Change %
+4.95%
% of All Funds
7.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
148
Reduced
152
Closed
49
Calls
$120M
Puts
$69.1M
Net Calls
+$50.8M
Net Calls Change
+$80.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$746M +$23.4M +836,407 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$675M -$10.9M -391,019 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$574M +$23.1M +826,279 +5%
Norges Bank
4
Norges Bank
Norway
$334M +$177M +6,339,567 +149%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$264M +$10.9M +388,508 +5%
State Street
6
State Street
Massachusetts
$219M +$15.6M +557,474 +9%
DSC
7
Donald Smith & Co
New York
$155M -$8.27M -296,085 -6%
Charles Schwab
8
Charles Schwab
California
$135M +$8.05M +288,209 +7%
LSV Asset Management
9
LSV Asset Management
Illinois
$112M -$3.64M -130,427 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$103M -$10.1M -360,665 -10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$87.2M -$5.35M -191,311 -6%
Invesco
12
Invesco
Georgia
$83M -$5.91M -211,547 -7%
Goldman Sachs
13
Goldman Sachs
New York
$80.7M +$512K +18,330 +0.7%
Jacobs Levy Equity Management
14
Jacobs Levy Equity Management
New Jersey
$80.1M -$2.27M -81,310 -3%
PPA
15
Parametric Portfolio Associates
Washington
$70.4M -$4.75M -170,048 -7%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$63.3M -$3.32M -119,000 -6%
ClearBridge Investments
17
ClearBridge Investments
New York
$60.7M -$3.34M -119,583 -6%
Deutsche Bank
18
Deutsche Bank
Germany
$60M +$51.8M +1,855,573 +3,717%
Northern Trust
19
Northern Trust
Illinois
$57.5M -$2.06M -73,732 -4%
First Trust Advisors
20
First Trust Advisors
Illinois
$52.5M +$11.6M +415,756 +33%
Morgan Stanley
21
Morgan Stanley
New York
$49.2M -$4.9M -175,468 -10%
AQR Capital Management
22
AQR Capital Management
Connecticut
$40.3M +$2.29M +82,123 +7%
Viking Global Investors
23
Viking Global Investors
Connecticut
$35.8M +$31.8M +1,137,645 New
Citadel Advisors
24
Citadel Advisors
Florida
$30M +$10.1M +362,313 +61%
N
25
Nuveen
North Carolina
$27.1M +$11.3M +403,858 +79%

UNM Hedge Fund Activity: Q1 2022 in Review

466 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2022, worth a combined $5.34B — up 31% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new UNM positions and 49 closed out — a net gain of 27 holders — while 148 added to existing stakes and 152 trimmed.

The largest buyer was Norges Bank, adding an estimated $177M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $121M sold.

  • 466 institutional investors held Unum (UNM) as of Q1 2022, up from 444 in Q4 2021.
  • Funds reported $5.34B of Unum stock for Q1 2022, up 31% quarter-over-quarter.
  • 76 funds opened new Unum positions in Q1 2022 and 49 closed out, a net change of +27 holders.
  • The largest Unum buyer in Q1 2022 was Norges Bank, an estimated $177M added.
  • The largest Unum seller in Q1 2022 was Arrowstreet Capital, an estimated $121M sold.

Based on aggregated 13F filings for Q1 2022.