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Unum
UNM

525 hedge funds and large institutions have $6.64B invested in Unum in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 191 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $94.8M | Put options by funds: $42.2M

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 191

0.17% more ownership

Funds ownership: 85.04% → 85.21% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0% less funds holding

Funds holding: 527 → 525 (-2)

5% less capital invested

Capital invested by funds: $7.02B → $6.64B (-$376M)

Holders
525
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.37%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
65
Increased
192
Reduced
191
Closed
63
Calls
$94.8M
Puts
$42.2M
Net Calls
+$52.6M
Net Calls Change
+$18.2M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$60.1M
2
AssetMark Inc
AssetMark Inc
California
+$48.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$48.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$35.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$287M
2
Invesco
Invesco
Georgia
-$40.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$38.8M
4
State Street
State Street
Massachusetts
-$38.3M
5
BlackRock
BlackRock
New York
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$945M -$36.6M -886,173 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$815M +$48.7M +1,178,611 +6%
Norges Bank
3
Norges Bank
Norway
$431M +$21M +508,055 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$429M -$287M -6,952,329 -39%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$294M -$38.8M -940,093 -11%
State Street
6
State Street
Massachusetts
$240M -$38.3M -927,984 -13%
Charles Schwab
7
Charles Schwab
California
$180M -$11.1M -267,679 -6%
Viking Global Investors
8
Viking Global Investors
Connecticut
$168M +$34M +822,139 +24%
DSC
9
Donald Smith & Co
New York
$150M -$467K -11,306 -0.3%
Morgan Stanley
10
Morgan Stanley
New York
$144M -$12.3M -297,036 -8%
AQR Capital Management
11
AQR Capital Management
Connecticut
$136M +$40.4M +977,334 +39%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$114M +$7.17M +173,708 +6%
LSV Asset Management
13
LSV Asset Management
Illinois
$110M -$5.87M -142,100 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$105M +$2.59M +62,718 +2%
Citadel Advisors
15
Citadel Advisors
Florida
$80.3M +$60.1M +1,455,258 +253%
Goldman Sachs
16
Goldman Sachs
New York
$69.9M -$29M -701,910 -28%
Northern Trust
17
Northern Trust
Illinois
$68.5M +$200K +4,850 +0.3%
Victory Capital Management
18
Victory Capital Management
Texas
$64.2M +$22.1M +534,069 +49%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$61.2M -$4.59M -111,100 -7%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$59.9M +$5.16M +125,003 +9%
Invesco
21
Invesco
Georgia
$59.1M -$40.2M -973,508 -39%
AssetMark Inc
22
AssetMark Inc
California
$51.6M +$48.9M +1,184,937 +990%
SSA
23
Schonfeld Strategic Advisors
New York
$43.7M +$27.6M +668,923 +153%
Millennium Management
24
Millennium Management
New York
$43.1M -$7.11M -172,229 -14%
N
25
Nuveen
North Carolina
$43.1M +$4.2M +101,601 +10%
1
2 3 4 5

UNM Hedge Fund Activity: Q1 2023 in Review

525 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2023, worth a combined $6.64B — down 5.4% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UNM positions and 63 closed out — a net gain of 2 holders — while 192 added to existing stakes and 191 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $60.1M. The largest seller was Fidelity Investments, cutting an estimated $287M.

  • 525 institutional investors held Unum (UNM) as of Q1 2023, down from 527 in Q4 2022.
  • Funds reported $6.64B of Unum stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 65 funds opened new Unum positions in Q1 2023 and 63 closed out, a net change of +2 holders.
  • The largest Unum buyer in Q1 2023 was Citadel Advisors, an estimated $60.1M added.
  • The largest Unum seller in Q1 2023 was Fidelity Investments, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2023.