Dmitry Balyasny’s Unum UNM Stock Holding History

Dmitry Balyasny’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

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dmitry Balyasny's UNM Position: Q2 2026 in Review

Dmitry Balyasny 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.

Dmitry Balyasny 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. 758 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Dmitry Balyasny held 1,102,917 shares of Unum worth $98.6M as of Q2 2026.
Dmitry Balyasny sold 433,407 Unum shares in Q2 2026, an estimated $35.9M.
Unum made up 0.12% of Dmitry Balyasny's portfolio in Q2 2026, its #193 holding.
Dmitry Balyasny first reported a position in Unum in Q1 2014 and has held it in 32 quarters since.
Dmitry Balyasny's Unum position peaked at $122M in Q1 2025.
758 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.