We are live on ! Find out more

577 hedge funds and large institutions have $8.25B invested in Unum in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

3% more call options, than puts

Call options by funds: $39M | Put options by funds: $37.8M

0% less funds holding

Funds holding: 579577 (-2)

1.12% less ownership

Funds ownership: 86.39%85.27% (-1.1%)

7% less capital invested

Capital invested by funds: $8.87B → $8.25B (-$618M)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

Holders
577
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
66
Increased
195
Reduced
224
Closed
59
Calls
$39M
Puts
$37.8M
Net Calls
+$1.18M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
226
LECAP Asset Management
United Kingdom
$1.32M -$516K -9,979 -28%
SFS
227
Sowell Financial Services
Arkansas
$1.25M +$569 +11 +0%
Pictet Asset Management
228
Pictet Asset Management
Switzerland
$1.23M +$36.7K +710 +3%
NYLIM
229
New York Life Investment Management
New York
$1.21M +$111K +2,148 +10%
VA
230
Vident Advisory
Georgia
$1.17M +$251K +4,849 +27%
AIA
231
Affinity Investment Advisors
California
$1.15M
MCM
232
MAI Capital Management
Ohio
$1.15M -$80.6K -1,557 -6%
SA
233
Sanctuary Advisors
Indiana
$1.14M +$1.16M +22,481 New
AG
234
Ascent Group
Virginia
$1.13M -$70.8K -1,369 -6%
CAM
235
Councilmark Asset Management
Tennessee
$1.11M
VF
236
Vest Financial
Virginia
$1.11M +$305K +5,887 +37%
AG
237
AIA Group
Hong Kong
$1.11M
X
238
Xponance
Pennsylvania
$1.1M -$212K -4,103 -16%
Federated Hermes
239
Federated Hermes
Pennsylvania
$1.1M -$433K -8,363 -28%
PL
240
Polianta Ltd
Jersey
$1.09M -$31K -600 -3%
AC
241
AXQ Capital
New Jersey
$1.08M +$478K +9,248 +77%
GWSG
242
GPS Wealth Strategies Group
Colorado
$1.07M -$69K -1,333 -6%
EI
243
Ethic Inc
New York
$1.06M +$30.8K +595 +3%
APG
244
Abacus Planning Group
South Carolina
$1.04M +$7.97K +154 +0.8%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$1.03M -$69.7K -1,348 -6%
BNP Paribas Asset Management
246
BNP Paribas Asset Management
France
$1.03M +$1.05M +20,200 New
KFS
247
Keynote Financial Services
Connecticut
$1.02M +$8.28K +160 +0.8%
GAM
248
Gotham Asset Management
New York
$1.02M +$402K +7,769 +64%
S
249
SignatureFD
Georgia
$1.01M -$3.47K -67 -0.3%
XF
250
XML Financial
Maryland
$1M

UNM Hedge Fund Activity: Q2 2024 in Review

577 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2024, worth a combined $8.25B — down 7% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new UNM positions and 59 closed out — a net gain of 7 holders — while 195 added to existing stakes and 224 trimmed.

The largest buyer was Norges Bank, adding an estimated $68M. The largest seller was Nordea Investment Management, cutting an estimated $32.6M.

  • 577 institutional investors held Unum (UNM) as of Q2 2024, down from 579 in Q1 2024.
  • Funds reported $8.25B of Unum stock for Q2 2024, down 7% quarter-over-quarter.
  • 66 funds opened new Unum positions in Q2 2024 and 59 closed out, a net change of +7 holders.
  • The largest Unum buyer in Q2 2024 was Norges Bank, an estimated $68M added.
  • The largest Unum seller in Q2 2024 was Nordea Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2024.