Unum
555 hedge funds and large institutions have $7.97B invested in Unum in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 182 increasing their positions, 201 reducing their positions, and 47 closing their positions.
121% more call options, than puts
Call options by funds: $114M | Put options by funds: $51.4M
74% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 47
20% more capital invested
Capital invested by funds: $6.65B → $7.97B (+$1.32B)
6% more funds holding
Funds holding: 524 → 555 (+31)
0.4% less ownership
Funds ownership: 85.21% → 84.81% (-0.4%)
9% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 201
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$65.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$57.3M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
+$44.4M |
| 4 |
Man Group
London,
United Kingdom
|
+$28.9M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$64.3M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$47.4M |
| 3 |
BlackRock
New York
|
-$32.5M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
-$28.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.6M |
UNM Hedge Fund Activity: Q2 2023 in Review
555 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2023, worth a combined $7.97B — up 20% from $6.65B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new UNM positions and 47 closed out — a net gain of 35 holders — while 182 added to existing stakes and 201 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $65.4M. The largest seller was Citadel Advisors, cutting an estimated $64.3M.
- 555 institutional investors held Unum (UNM) as of Q2 2023, up from 524 in Q1 2023.
- Funds reported $7.97B of Unum stock for Q2 2023, up 20% quarter-over-quarter.
- 82 funds opened new Unum positions in Q2 2023 and 47 closed out, a net change of +35 holders.
- The largest Unum buyer in Q2 2023 was Fidelity Investments, an estimated $65.4M added.
- The largest Unum seller in Q2 2023 was Citadel Advisors, an estimated $64.3M sold.
Based on aggregated 13F filings for Q2 2023.