669 hedge funds and large institutions have $10.3B invested in Unum in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 207 increasing their positions, 302 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

31% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 302

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

49% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 107

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.8M
Puts
$41.8M
Net Calls
Net Calls Change

Top Sellers

1 -$65.8M
2 -$54.4M
3 -$38.1M
4
Invesco
Invesco
Georgia
-$37.4M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
226
Forvis Mazars Wealth Advisors
Missouri
$2.31M
Simplex Trading
227
Simplex Trading
Illinois
$2.28M
KPPF
228
Klein Pavlis & Peasley Financial
California
$2.27M
FM
229
Family Management
New York
$2.23M
GIM
230
Goelzer Investment Management
Indiana
$2.22M
Natixis Advisors
231
Natixis Advisors
Massachusetts
$2.21M
NSEDCP
232
NJ State Employees Deferred Compensation Plan
New Jersey
$2.18M
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$2.1M
CIA
234
Concurrent Investment Advisors
Florida
$1.99M
SFA
235
Sequoia Financial Advisors
Ohio
$1.98M
CAU
236
Caxton Associates (UK)
$1.95M
USCWA
237
U.S. Capital Wealth Advisors
Texas
$1.92M
IRC
238
Investors Research Corp
Georgia
$1.9M
STA
239
Summit Trail Advisors
New York
$1.89M
WCBA
240
Weaver C. Barksdale & Associates
Tennessee
$1.87M
EI
241
Ethic Inc
New York
$1.84M
SFS
242
Sowell Financial Services
Arkansas
$1.79M
VA
243
Vident Advisory
Georgia
$1.76M
QT
244
Quantbot Technologies
New York
$1.75M
Pictet Asset Management
245
Pictet Asset Management
Switzerland
$1.74M
FCBT
246
First Citizens Bank & Trust
North Carolina
$1.63M
CastleKeep Investment Advisors
247
CastleKeep Investment Advisors
Connecticut
$1.62M
AG
248
Ascent Group
Virginia
$1.61M
Kovitz Investment Group Partners
249
Kovitz Investment Group Partners
Illinois
$1.6M
PFS
250
Prospera Financial Services
Texas
$1.6M