Balyasny Asset Management
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Balyasny Asset Management’s Unum UNM Stock Holding History

Balyasny Asset Management’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-225,000
Closed -$17.5M – 3577
2025
Q3 		$17.5M Buy
+225,000
New +$16.9M 0.02% 775

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Balyasny Asset Management's UNM Position: Q1 2026 in Review

Balyasny Asset Management increased its Unum (UNM) stake by 119% in Q1 2026, buying an estimated $62.4M and bringing the position to 1,536,324 shares worth $112M. The position accounts for 0.15% of the portfolio, ranked #149.

Balyasny Asset Management first reported a position in UNM in Q1 2014 and has held it in 31 quarters since. The position peaked at $122M in Q1 2025. 693 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Balyasny Asset Management held 1,536,324 shares of Unum worth $112M as of Q1 2026.
  • Balyasny Asset Management bought 835,576 Unum shares in Q1 2026, an estimated $62.4M.
  • Unum made up 0.15% of Balyasny Asset Management's portfolio in Q1 2026, its #149 holding.
  • Balyasny Asset Management first reported a position in Unum in Q1 2014 and has held it in 31 quarters since.
  • Balyasny Asset Management's Unum position peaked at $122M in Q1 2025.
  • 693 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.