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
SOADOR
251
State of Alaska Department of Revenue
Alaska
$989K -$23K -445 -2%
SI
252
Stephens Inc
Arkansas
$970K -$17.2K -332 -2%
DTL
253
Dynamic Technology Lab
Singapore
$968K +$298K +5,760 +44%
LAM
254
Lifestyle Asset Management
Texas
$964K -$96.1K -1,857 -9%
NCM
255
Neumann Capital Management
California
$955K -$15.5K -300 -2%
SGI
256
Summit Global Investments
Utah
$940K +$952K +18,399 New
CANY
257
Caxton Associates (New York)
New York
$940K +$701K +13,544 +280%
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$917K +$132K +2,559 +17%
CB
259
Commerce Bank
Missouri
$884K +$31.8K +615 +4%
CIA
260
Concurrent Investment Advisors
Florida
$883K +$39.9K +772 +5%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$872K -$56K -1,083 -6%
CIP
262
Convergence Investment Partners
Florida
$844K -$290K -5,613 -25%
MML Investors Services
263
MML Investors Services
Massachusetts
$840K +$28.1K +543 +3%
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$826K +$311K +6,011 +59%
SIM
265
SummerHaven Investment Management
Connecticut
$811K +$14.8K +287 +2%
SSA
266
Schonfeld Strategic Advisors
New York
$798K -$3.51M -67,851 -81%
TI
267
Tidal Investments
Wisconsin
$795K -$2.51M -48,451 -76%
EGM
268
Engineers Gate Manager
New York
$788K +$186K +3,594 +30%
MSRPS
269
Maryland State Retirement & Pension System
Maryland
$766K
AR
270
Advisory Research
Illinois
$765K +$48.2K +932 +7%
OC
271
Oppenheimer & Co
New York
$765K +$2.79K +54 +0.4%
TPA
272
Trivium Point Advisory
Connecticut
$763K +$48.8K +944 +7%
PRC
273
Pearl River Capital
Michigan
$749K -$375K -7,240 -33%
IWC
274
Integrated Wealth Concepts
Massachusetts
$741K +$13.3K +258 +2%
LAM
275
Lingohr Asset Management
Germany
$737K

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.