Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Unum UNM Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
2026
Q1 		$5.69M Buy
+77,928
New +$5.82M 0.01% 714
2025
Q2 		– Sell
-68,100
Closed -$5.55M – 1227
2025
Q1 		$5.55M Hold
68,100
– – 0.01% 476
2024
Q4 		$4.97M Buy
68,100
+2,900
+4% +$200K 0.01% 520
2024
Q3 		$3.88M Sell
65,200
-104,900
-62% -$5.7M 0.01% 536
2024
Q2 		$8.69M Buy
170,100
+110,100
+184% +$5.7M 0.02% 318
2024
Q1 		$3.22M Hold
60,000
– – 0.01% 465
2023
Q4 		$2.71M Buy
+60,000
New +$2.73M 0.01% 570
2023
Q3 		– Sell
-26,883
Closed -$1.28M – 1282
2023
Q2 		$1.28M Buy
26,883
+5,684
+27% +$248K 0.01% 678
2023
Q1 		$839K Sell
21,199
-36,505
-63% -$1.51M ﹤0.01% 746
2022
Q4 		$2.37M Buy
57,704
+45,132
+359% +$1.89M 0.01% 685
2022
Q3 		$488K Sell
12,572
-135,636
-92% -$4.96M ﹤0.01% 1074
2022
Q2 		$5.04M Buy
148,208
+71,016
+92% +$2.4M 0.02% 409
2022
Q1 		$2.43M Buy
+77,192
New +$2.16M 0.01% 836
2021
Q4 		– Sell
-282,000
Closed -$7.07M – 1938
2021
Q3 		$7.07M Buy
282,000
+57,588
+26% +$1.52M 0.02% 433
2021
Q2 		$6.37M Buy
224,412
+147,891
+193% +$4.35M 0.01% 548
2021
Q1 		$2.13M Buy
76,521
+76,066
+16,718% +$1.97M 0.01% 747
2020
Q4 		$10K Sell
455
-1,465
-76% -$30.3K ﹤0.01% 1448
2020
Q3 		$32K Buy
+1,920
New +$34.1K ﹤0.01% 933
2020
Q2 		– Sell
-9
Closed – – 992
2020
Q1 		$0 Buy
+9
New +$216 ﹤0.01% 1124

Other funds holding UNM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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 $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's UNM Position: Q1 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund opened a new position in Unum (UNM) in Q1 2026: 77,928 shares worth $5.69M. The stake represents 0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Healthcare of Ontario Pension Plan (HOOPP) Trust Fund previously reported a position in UNM as recently as Q1 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in UNM in Q1 2020 and has held it in 19 quarters since. The position peaked at $8.69M in Q2 2024. 695 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 77,928 shares of Unum worth $5.69M as of Q1 2026.
  • Unum was a new Healthcare of Ontario Pension Plan (HOOPP) Trust Fund position in Q1 2026.
  • Unum made up 0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q1 2026, its #714 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Unum in Q1 2020 and has held it in 19 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Unum position peaked at $8.69M in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2026, filed 14 May 2026.