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486 hedge funds and large institutions have $5.76B invested in Unum in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 159 increasing their positions, 165 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $87.5M | Put options by funds: $45.7M

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

8% more capital invested

Capital invested by funds: $5.34B → $5.76B (+$417M)

4% more funds holding

Funds holding: 466486 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.07% less ownership

Funds ownership: 84%83.93% (-0.07%)

4% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 165

Holders
486
Holders Change
+20
Holders Change %
+4.29%
% of All Funds
8.19%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
79
Increased
159
Reduced
165
Closed
51
Calls
$87.5M
Puts
$45.7M
Net Calls
+$41.8M
Net Calls Change
-$9.04M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$813M +$7.16M +211,613 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$681M -$47.7M -1,410,354 -7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$614M -$5.62M -165,928 -0.9%
Norges Bank
4
Norges Bank
Norway
$364M +$3.13M +92,461 +0.9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$294M +$8.39M +247,936 +3%
State Street
6
State Street
Massachusetts
$242M +$5.62M +166,022 +2%
Charles Schwab
7
Charles Schwab
California
$151M +$5.08M +150,067 +3%
DSC
8
Donald Smith & Co
New York
$150M -$16.9M -499,906 -10%
Viking Global Investors
9
Viking Global Investors
Connecticut
$147M +$107M +3,172,903 +279%
Morgan Stanley
10
Morgan Stanley
New York
$131M +$77M +2,274,865 +146%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$111M +$453K +13,395 +0.4%
LSV Asset Management
12
LSV Asset Management
Illinois
$109M -$12M -354,274 -10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$91.7M -$2.46M -72,748 -3%
Goldman Sachs
14
Goldman Sachs
New York
$89.9M +$2.77M +81,853 +3%
Invesco
15
Invesco
Georgia
$81.3M -$8.28M -244,776 -9%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$70.4M -$16M -474,128 -19%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$67.7M -$613K -18,100 -0.9%
Northern Trust
18
Northern Trust
Illinois
$59M -$3.08M -91,000 -5%
MCM
19
Moore Capital Management
New York
$44.2M +$22.9M +676,001 +108%
First Trust Advisors
20
First Trust Advisors
Illinois
$44.1M -$12.6M -372,281 -22%
Victory Capital Management
21
Victory Capital Management
Texas
$42.9M +$18.2M +539,123 +75%
AQR Capital Management
22
AQR Capital Management
Connecticut
$36.8M -$6.16M -182,042 -14%
N
23
Nuveen
North Carolina
$33.6M +$2.59M +76,518 +8%
BCPEMI
24
Bain Capital Public Equity Management II
Massachusetts
$32.3M +$32.1M +948,148 New
SSA
25
Schonfeld Strategic Advisors
New York
$30.7M +$11.1M +328,452 +57%

UNM Hedge Fund Activity: Q2 2022 in Review

486 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2022, worth a combined $5.76B — up 7.8% from $5.34B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new UNM positions and 51 closed out — a net gain of 28 holders — while 159 added to existing stakes and 165 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $107M. The largest seller was Deutsche Bank, cutting an estimated $62.5M.

  • 486 institutional investors held Unum (UNM) as of Q2 2022, up from 466 in Q1 2022.
  • Funds reported $5.76B of Unum stock for Q2 2022, up 7.8% quarter-over-quarter.
  • 79 funds opened new Unum positions in Q2 2022 and 51 closed out, a net change of +28 holders.
  • The largest Unum buyer in Q2 2022 was Viking Global Investors, an estimated $107M added.
  • The largest Unum seller in Q2 2022 was Deutsche Bank, an estimated $62.5M sold.

Based on aggregated 13F filings for Q2 2022.