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692 hedge funds and large institutions have $9.24B invested in Unum in 2026 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 258 increasing their positions, 246 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $65.1M | Put options by funds: $34.6M

14% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 77

5% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 246

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 697692 (-5)

9.98% less ownership

Funds ownership: 87.19%77.21% (-10%)

18% less capital invested

Capital invested by funds: $11.3B → $9.24B (-$2.06B)

Holders
692
Holders Change
-5
Holders Change %
-0.72%
% of All Funds
8.52%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
88
Increased
258
Reduced
246
Closed
77
Calls
$65.1M
Puts
$34.6M
Net Calls
+$30.4M
Net Calls Change
+$4.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.33B +$88.5M +1,185,229 +7%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$682M +$697M +9,339,402 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$526M -$16.6M -222,495 -3%
VCM
4
Vanguard Capital Management
Pennsylvania
$507M +$518M +6,941,460 New
State Street
5
State Street
Massachusetts
$376M -$13.6M -182,679 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$298M +$21.8M +292,670 +8%
Morgan Stanley
7
Morgan Stanley
New York
$244M +$5.56M +74,505 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$243M +$3.87M +51,869 +2%
First Trust Advisors
9
First Trust Advisors
Illinois
$237M -$107M -1,433,139 -31%
LSV Asset Management
10
LSV Asset Management
Illinois
$189M -$6.16M -82,534 -3%
Adage Capital Partners
11
Adage Capital Partners
Massachusetts
$146M +$56M +750,000 +60%
AQR Capital Management
12
AQR Capital Management
Connecticut
$139M -$18.3M -245,472 -11%
WP
13
Woodline Partners
California
$134M +$31.3M +419,113 +30%
Northern Trust
14
Northern Trust
Illinois
$126M +$1.47M +19,736 +1%
Millennium Management
15
Millennium Management
New York
$123M +$51.8M +694,248 +71%
Victory Capital Management
16
Victory Capital Management
Texas
$120M -$11.3M -151,117 -8%
Goldman Sachs
17
Goldman Sachs
New York
$116M +$25M +334,539 +27%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$112M +$62.4M +835,576 +119%
Two Sigma Investments
19
Two Sigma Investments
New York
$111M +$75.8M +1,014,914 +199%
DSC
20
Donald Smith & Co
New York
$97M +$949K +12,720 +1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$95.1M -$27.4M -366,682 -22%
N
22
Nuveen
North Carolina
$86.5M +$5.05M +67,719 +6%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$84.3M +$28.8M +386,132 +50%
Charles Schwab
24
Charles Schwab
California
$83.9M -$336M -4,504,663 -80%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$78.6M +$116K +1,560 +0.1%

UNM Hedge Fund Activity: Q1 2026 in Review

692 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2026, worth a combined $9.24B — down 18% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new UNM positions and 77 closed out — a net gain of 11 holders — while 258 added to existing stakes and 246 trimmed.

The largest buyer was BlackRock, adding an estimated $88.5M. The largest seller was Charles Schwab, cutting an estimated $336M.

  • 692 institutional investors held Unum (UNM) as of Q1 2026, down from 697 in Q4 2025.
  • Funds reported $9.24B of Unum stock for Q1 2026, down 18% quarter-over-quarter.
  • 88 funds opened new Unum positions in Q1 2026 and 77 closed out, a net change of +11 holders.
  • The largest Unum buyer in Q1 2026 was BlackRock, an estimated $88.5M added.
  • The largest Unum seller in Q1 2026 was Charles Schwab, an estimated $336M sold.

Based on aggregated 13F filings for Q1 2026.