Unum
571 hedge funds and large institutions have $7.52B invested in Unum in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 197 increasing their positions, 219 reducing their positions, and 73 closing their positions.
69% more call options, than puts
Call options by funds: $51.1M | Put options by funds: $30.2M
1% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 73
0.95% more ownership
Funds ownership: 84.31% → 85.26% (+0.95%)
1% less funds holding
Funds holding: 578 → 571 (-7)
8% less capital invested
Capital invested by funds: $8.14B → $7.52B (-$624M)
10% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 219
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$97.7M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$76.4M |
| 3 |
Two Sigma Investments
New York
|
+$54M |
| 4 |
Millennium Management
New York
|
+$49.2M |
| 5 |
D.E. Shaw & Co
New York
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$235M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$33M |
| 3 |
LP
LMR Partners
London,
United Kingdom
|
-$30.7M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$29.1M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$23.5M |
UNM Hedge Fund Activity: Q4 2023 in Review
571 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2023, worth a combined $7.52B — down 7.7% from $8.14B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new UNM positions and 73 closed out — a net gain of 1 holder — while 197 added to existing stakes and 219 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $97.7M. The largest seller was Viking Global Investors, exiting entirely with an estimated $235M sold.
- 571 institutional investors held Unum (UNM) as of Q4 2023, down from 578 in Q3 2023.
- Funds reported $7.52B of Unum stock for Q4 2023, down 7.7% quarter-over-quarter.
- 74 funds opened new Unum positions in Q4 2023 and 73 closed out, a net change of +1 holder.
- The largest Unum buyer in Q4 2023 was Fidelity Investments, an estimated $97.7M added.
- The largest Unum seller in Q4 2023 was Viking Global Investors, an estimated $235M sold.
Based on aggregated 13F filings for Q4 2023.