729 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 272

2% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
729
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$35.5M
Net Calls
Net Calls Change

Top Buyers

1 +$50.9M
2 +$49.8M
3 +$44.2M
4
UBS Group
UBS Group
Switzerland
+$39.4M
5
Morgan Stanley
Morgan Stanley
New York
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
226
Oregon Public Employees Retirement Fund
Oregon
$2.65M
Susquehanna International Group
227
Susquehanna International Group
Pennsylvania
$2.59M
BF
228
BOK Financial
Oklahoma
$2.58M
EI
229
Ethic Inc
New York
$2.54M
CIA
230
Concurrent Investment Advisors
Florida
$2.54M
TWPM
231
Total Wealth Planning & Management
Florida
$2.53M
HWA
232
HHM Wealth Advisors
Tennessee
$2.52M
ACP
233
Aviance Capital Partners
Florida
$2.52M
FMWA
234
Forvis Mazars Wealth Advisors
Missouri
$2.47M
SGA
235
Strategic Global Advisors
California
$2.46M
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$2.42M
WW
237
Waterfront Wealth
Kansas
$2.37M
D.E. Shaw & Co
238
D.E. Shaw & Co
New York
$2.37M
GIM
239
Goelzer Investment Management
Indiana
$2.36M
JG
240
Jain Global
New York
$2.35M
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$2.33M
CMF
242
Counterpoint Mutual Funds
California
$2.32M
NSEDCP
243
NJ State Employees Deferred Compensation Plan
New Jersey
$2.26M
FM
244
Family Management
New York
$2.25M
SCM
245
Sterling Capital Management
North Carolina
$2.22M
GC
246
Gillson Capital
Illinois
$2.18M
KPPF
247
Klein Pavlis & Peasley Financial
California
$2.15M
Acadian Asset Management
248
Acadian Asset Management
Massachusetts
$2.14M
Pictet Asset Management
249
Pictet Asset Management
Switzerland
$2.09M
WCBA
250
Weaver C. Barksdale & Associates
Tennessee
$2.07M