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527 hedge funds and large institutions have $7.02B invested in Unum in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 173 increasing their positions, 190 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 39

99% more call options, than puts

Call options by funds: $69.1M | Put options by funds: $34.7M

7% more funds holding

Funds holding: 492527 (+35)

7% more capital invested

Capital invested by funds: $6.58B → $7.02B (+$439M)

0.14% more ownership

Funds ownership: 84.9%85.04% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

9% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 190

Holders
527
Holders Change
+35
Holders Change %
+7.11%
% of All Funds
8.47%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
83
Increased
173
Reduced
190
Closed
39
Calls
$69.1M
Puts
$34.7M
Net Calls
+$34.4M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.02B +$73.7M +1,759,977 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$797M -$7.2M -171,895 -0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$730M -$7.5M -179,049 -1%
Norges Bank
4
Norges Bank
Norway
$426M -$8.77M -209,369 -2%
AWA
5
Arete Wealth Advisors
Illinois
$424M +$641K +15,308 New
State Street
6
State Street
Massachusetts
$287M +$5.41M +129,132 +2%
Charles Schwab
7
Charles Schwab
California
$197M +$8.07M +192,558 +4%
Morgan Stanley
8
Morgan Stanley
New York
$162M -$124K -2,955 -0.1%
DSC
9
Donald Smith & Co
New York
$156M -$22.8M -545,203 -13%
Viking Global Investors
10
Viking Global Investors
Connecticut
$141M -$68.9M -1,643,384 -32%
LSV Asset Management
11
LSV Asset Management
Illinois
$120M -$7.59M -181,136 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$110M +$1.95M +46,455 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$106M -$9.09M -216,875 -8%
AQR Capital Management
14
AQR Capital Management
Connecticut
$103M +$40.8M +973,311 +64%
Goldman Sachs
15
Goldman Sachs
New York
$101M -$8.08M -192,748 -7%
Invesco
16
Invesco
Georgia
$101M +$4.01M +95,703 +4%
Northern Trust
17
Northern Trust
Illinois
$70.8M +$3.16M +75,347 +5%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$68M -$4.65M -110,900 -6%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$57M +$44.8M +1,070,194 +336%
Point72 Asset Management
20
Point72 Asset Management
Connecticut
$55.5M +$7.92M +189,050 +16%
Millennium Management
21
Millennium Management
New York
$51.8M -$457K -10,915 -0.9%
Victory Capital Management
22
Victory Capital Management
Texas
$44.7M -$14.2K -339 -0%
N
23
Nuveen
North Carolina
$40.5M +$662K +15,807 +2%
First Trust Advisors
24
First Trust Advisors
Illinois
$39.1M -$5.05M -120,491 -11%
Skandinaviska Enskilda Banken (SEB)
25
Skandinaviska Enskilda Banken (SEB)
Sweden
$38.9M +$12.8M +304,400 +47%

UNM Hedge Fund Activity: Q4 2022 in Review

527 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2022, worth a combined $7.02B — up 6.7% from $6.58B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new UNM positions and 39 closed out — a net gain of 44 holders — while 173 added to existing stakes and 190 trimmed.

The largest buyer was BlackRock, adding an estimated $73.7M. The largest seller was Viking Global Investors, cutting an estimated $68.9M.

  • 527 institutional investors held Unum (UNM) as of Q4 2022, up from 492 in Q3 2022.
  • Funds reported $7.02B of Unum stock for Q4 2022, up 6.7% quarter-over-quarter.
  • 83 funds opened new Unum positions in Q4 2022 and 39 closed out, a net change of +44 holders.
  • The largest Unum buyer in Q4 2022 was BlackRock, an estimated $73.7M added.
  • The largest Unum seller in Q4 2022 was Viking Global Investors, an estimated $68.9M sold.

Based on aggregated 13F filings for Q4 2022.