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
-276,200
Closed -$21.5M – 3578
2025
Q3 		$21.5M Buy
+276,200
New +$20.7M 0.03% 686

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Balyasny Asset Management's UNM Position: Q2 2026 in Review

Balyasny Asset Management reduced its Unum (UNM) stake by 28% in Q2 2026, selling an estimated $35.9M and leaving 1,102,917 shares worth $98.6M. The position accounts for 0.12% of the portfolio, ranked #193.

Balyasny Asset Management first reported a position in UNM in Q1 2014 and has held it in 32 quarters since. The position peaked at $122M in Q1 2025. 761 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

  • Balyasny Asset Management held 1,102,917 shares of Unum worth $98.6M as of Q2 2026.
  • Balyasny Asset Management sold 433,407 Unum shares in Q2 2026, an estimated $35.9M.
  • Unum made up 0.12% of Balyasny Asset Management's portfolio in Q2 2026, its #193 holding.
  • Balyasny Asset Management first reported a position in Unum in Q1 2014 and has held it in 32 quarters since.
  • Balyasny Asset Management's Unum position peaked at $122M in Q1 2025.
  • 761 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.