Exploring Unum Group (UNM) Investor Profile: Who’s Buying and Why?

Exploring Unum Group (UNM) Investor Profile: Who’s Buying and Why?

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Who Invests in Unum Group (UNM) and Why?

Investor Profile Analysis: Ownership Breakdown

As of Q4 2023, the investor composition for the company reveals a detailed ownership structure:

Investor Type Percentage Ownership
Institutional Investors 84.7%
Retail Investors 15.3%

Institutional Investor Composition

Top institutional investor categories include:

  • Vanguard Group: 9.2% ownership
  • BlackRock Inc.: 8.5% ownership
  • State Street Corporation: 6.3% ownership
  • Capital World Investors: 5.7% ownership

Investment Motivations

Key investment drivers for institutional investors:

  • Dividend Yield: 4.6%
  • Price-to-Earnings Ratio: 8.3
  • Market Capitalization: $4.2 billion

Hedge Fund Involvement

Hedge Fund Ownership Percentage
Third Avenue Management 3.1%
Dimensional Fund Advisors 2.8%

Investment Strategy Insights

Investor strategy distribution:

  • Long-term Value Investing: 62%
  • Dividend Growth Strategy: 23%
  • Short-term Trading: 15%



Institutional Ownership and Major Shareholders of Unum Group (UNM)

Investor Profile Analysis: Ownership Breakdown

As of Q4 2023, the investor composition for the company reveals a detailed ownership structure:

Investor Type Percentage Ownership
Institutional Investors 84.7%
Retail Investors 15.3%

Institutional Investor Composition

Top institutional investor categories include:

  • Vanguard Group: 9.2% ownership
  • BlackRock Inc.: 8.5% ownership
  • State Street Corporation: 6.3% ownership
  • Capital World Investors: 5.7% ownership

Investment Motivations

Key investment drivers for institutional investors:

  • Dividend Yield: 4.6%
  • Price-to-Earnings Ratio: 8.3
  • Market Capitalization: $4.2 billion

Hedge Fund Involvement

Hedge Fund Ownership Percentage
Third Avenue Management 3.1%
Dimensional Fund Advisors 2.8%

Investment Strategy Insights

Investor strategy distribution:

  • Long-term Value Investing: 62%
  • Dividend Growth Strategy: 23%
  • Short-term Trading: 15%



Key Investors and Their Influence on Unum Group (UNM)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, institutional investors hold 84.7% of total outstanding shares in the company.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 52,384,756 16.2%
BlackRock Inc. 45,721,893 14.1%
State Street Corporation 33,562,147 10.4%
Wellington Management Group LLP 22,915,436 7.1%

Ownership Trends

Recent institutional ownership changes reveal:

  • Net institutional purchases in last quarter: $287.4 million
  • Institutional investor count: 534
  • Quarterly ownership change: +2.3%

Institutional Investor Impact

Institutional investors' total investment value: $1.2 billion. Average holding period: 3.7 years.




Market Impact and Investor Sentiment of Unum Group (UNM)

Key Investors and Their Impact

As of Q4 2023, the top institutional investors in the company include:

Investor Shares Owned Percentage of Ownership
The Vanguard Group 48,763,492 16.7%
BlackRock Inc. 37,245,678 12.8%
State Street Corporation 22,981,345 7.9%

Recent significant investor movements include:

  • Dimensional Fund Advisors LP increased its position by 3.4% in the last reporting period
  • Massachusetts Financial Services reduced holdings by 2.1%
  • Wellington Management Group LLP maintained a stable investment profile

Institutional investor breakdown by type:

Investor Type Total Shares Percentage
Mutual Funds 89,456,123 30.6%
Investment Advisors 67,234,567 23.1%
Pension Funds 45,678,901 15.7%

Insider ownership stands at 0.8% of total shares, with key executives holding strategic positions.


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