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Unum
UNM

579 hedge funds and large institutions have $8.14B invested in Unum in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 193 increasing their positions, 234 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $79.3M | Put options by funds: $46.8M

68% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 40

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4% more funds holding

Funds holding: 556 → 579 (+23)

2% more capital invested

Capital invested by funds: $7.97B → $8.14B (+$175M)

0.51% less ownership

Funds ownership: 84.81% → 84.31% (-0.51%)

18% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 234

Holders
579
Holders Change
+23
Holders Change %
+4.14%
% of All Funds
9.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
67
Increased
193
Reduced
234
Closed
40
Calls
$79.3M
Puts
$46.8M
Net Calls
+$32.5M
Net Calls Change
-$29.8M

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$42.8M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$28.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$26.4M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$25.4M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$15.3M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$34.2M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$33.3M
3
Man Group
Man Group
United Kingdom
-$32.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$28.8M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$24.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$1.15B +$8.43M +172,485 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$998M -$13.1M -268,553 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$619M +$11.5M +236,136 +2%
Norges Bank
4
Norges Bank
Norway
$560M +$7.02M +143,667 +1%
State Street
5
State Street
Massachusetts
$291M +$1.23M +25,124 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$279M -$33.3M -680,552 -11%
Viking Global Investors
7
Viking Global Investors
Connecticut
$235M -$24.1M -493,277 -9%
Charles Schwab
8
Charles Schwab
California
$206M -$23.9M -488,738 -10%
Morgan Stanley
9
Morgan Stanley
New York
$175M -$8.92M -182,381 -5%
AQR Capital Management
10
AQR Capital Management
Connecticut
$174M +$15.3M +313,482 +10%
DSC
11
Donald Smith & Co
New York
$173M -$8.27M -169,194 -5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$141M -$1.72M -35,238 -1%
LSV Asset Management
13
LSV Asset Management
Illinois
$141M +$3.5M +71,561 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$124M -$3.36M -68,682 -3%
Goldman Sachs
15
Goldman Sachs
New York
$84.9M -$481K -9,835 -0.6%
Invesco
16
Invesco
Georgia
$84.4M +$11.5M +236,261 +16%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$84.1M +$3.47M +70,957 +4%
Northern Trust
18
Northern Trust
Illinois
$76.5M -$5.3M -108,360 -7%
AssetMark Inc
19
AssetMark Inc
California
$60.2M -$1.87M -38,252 -3%
Victory Capital Management
20
Victory Capital Management
Texas
$57.6M -$8.92M -182,422 -13%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$54.8M +$26.4M +539,739 +94%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$53.8M -$4.32M -88,305 -8%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$50.4M +$42.8M +875,000 +583%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$49.6M -$7.84M -160,478 -14%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$45.6M -$15.1M -309,200 -25%
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UNM Hedge Fund Activity: Q3 2023 in Review

579 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2023, worth a combined $8.14B — up 2.2% from $7.97B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new UNM positions and 40 closed out — a net gain of 27 holders — while 193 added to existing stakes and 234 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $42.8M. The largest seller was Acadian Asset Management, cutting an estimated $34.2M.

  • 579 institutional investors held Unum (UNM) as of Q3 2023, up from 556 in Q2 2023.
  • Funds reported $8.14B of Unum stock for Q3 2023, up 2.2% quarter-over-quarter.
  • 67 funds opened new Unum positions in Q3 2023 and 40 closed out, a net change of +27 holders.
  • The largest Unum buyer in Q3 2023 was Adage Capital Partners, an estimated $42.8M added.
  • The largest Unum seller in Q3 2023 was Acadian Asset Management, an estimated $34.2M sold.

Based on aggregated 13F filings for Q3 2023.