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621 hedge funds and large institutions have $9.3B invested in Unum in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $8.25B → $9.3B (+$1.05B)

8% more funds holding

Funds holding: 577621 (+44)

9% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $49.2M

4% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 219

1% less ownership

Funds ownership: 85.27%84.27% (-1%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
621
Holders Change
+44
Holders Change %
+7.63%
% of All Funds
8.92%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
89
Increased
227
Reduced
219
Closed
41
Calls
$53.5M
Puts
$49.2M
Net Calls
+$4.32M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
226
Pacer Advisors
Pennsylvania
$1.87M -$67.1K -1,236 -4%
HSA
227
Hussman Strategic Advisors
Maryland
$1.87M -$1.14M -21,000 -40%
ASN
228
Advisory Services Network
Georgia
$1.85M
CIBC World Market
229
CIBC World Market
Ontario, Canada
$1.83M +$53.2K +979 +3%
SGA
230
Strategic Global Advisors
California
$1.83M -$17.5K -322 -1%
FMWA
231
Forvis Mazars Wealth Advisors
Missouri
$1.83M -$1.03K -19 -0.1%
ACM
232
Aquatic Capital Management
Illinois
$1.78M +$1.6M +29,400 +5,880%
WI
233
WBI Investments
New Jersey
$1.77M +$1.62M +29,778 New
BHCM
234
Brevan Howard Capital Management
Jersey
$1.74M +$1.59M +29,231 New
PAG
235
Private Advisor Group
New Jersey
$1.73M -$22.4K -412 -1%
Natixis Advisors
236
Natixis Advisors
Massachusetts
$1.71M +$81.4K +1,499 +5%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$1.67M +$7K +129 +0.5%
SA
238
Sanctuary Advisors
Indiana
$1.67M -$25.5K -469 -2%
RIM
239
Redwood Investment Management
Arizona
$1.67M +$60.9K +1,122 +4%
NSEDCP
240
NJ State Employees Deferred Compensation Plan
New Jersey
$1.66M
VA
241
Vident Advisory
Georgia
$1.62M +$230K +4,244 +18%
GCP
242
GSA Capital Partners
United Kingdom
$1.61M +$14.4K +265 +1%
PAS
243
Point72 Asia (Singapore)
Singapore
$1.6M +$786K +14,483 +117%
AAIS
244
ABN AMRO Investment Solutions
$1.57M -$619K -11,406 -30%
VF
245
Vest Financial
Virginia
$1.55M +$238K +4,389 +20%
Pictet Asset Management
246
Pictet Asset Management
Switzerland
$1.45M +$13K +240 +1%
SFS
247
Sowell Financial Services
Arkansas
$1.44M -$16.8K -310 -1%
SCM
248
Sterling Capital Management
North Carolina
$1.41M +$1.29M +23,742 New
CAMG
249
CWA Asset Management Group
Florida
$1.39M +$1.27M +23,437 New
GS
250
GTS Securities
New York
$1.32M +$1.21M +22,291 New

UNM Hedge Fund Activity: Q3 2024 in Review

621 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2024, worth a combined $9.3B — up 13% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new UNM positions and 41 closed out — a net gain of 48 holders — while 227 added to existing stakes and 219 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $42.8M. The largest seller was Fidelity Investments, cutting an estimated $179M.

  • 621 institutional investors held Unum (UNM) as of Q3 2024, up from 577 in Q2 2024.
  • Funds reported $9.3B of Unum stock for Q3 2024, up 13% quarter-over-quarter.
  • 89 funds opened new Unum positions in Q3 2024 and 41 closed out, a net change of +48 holders.
  • The largest Unum buyer in Q3 2024 was Voloridge Investment Management, an estimated $42.8M added.
  • The largest Unum seller in Q3 2024 was Fidelity Investments, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2024.