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682 hedge funds and large institutions have $11.3B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 220 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 49

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $9.3B → $11.3B (+$1.95B)

10% more funds holding

Funds holding: 621682 (+61)

9% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $67.5M

0.11% more ownership

Funds ownership: 84.27%84.38% (+0.11%)

12% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 250

Holders
682
Holders Change
+61
Holders Change %
+9.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
118
Increased
220
Reduced
250
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
251
Gotham Asset Management
New York
$1.56M +$150K +2,170 +11%
IP
252
Interval Partners
New York
$1.56M +$1.47M +21,300 New
OC
253
Oppenheimer & Co
New York
$1.51M +$388K +5,623 +37%
APG
254
Abacus Planning Group
South Carolina
$1.48M
Canada Pension Plan Investment Board
255
Canada Pension Plan Investment Board
Ontario, Canada
$1.47M -$4.68M -67,900 -77%
IC
256
IEQ Capital
California
$1.46M +$255K +3,695 +23%
OAC
257
OMERS Administration Corp
Ontario, Canada
$1.46M -$1.65M -23,900 -54%
CIA
258
Concurrent Investment Advisors
Florida
$1.45M +$133K +1,927 +11%
DADC
259
D.A. Davidson & Co
Montana
$1.44M -$86.4K -1,253 -6%
NYLIM
260
New York Life Investment Management
New York
$1.43M -$147K -2,125 -10%
AG
261
Ascent Group
Virginia
$1.43M -$53.8K -781 -4%
RIM
262
Redwood Investment Management
Arizona
$1.42M -$615K -8,915 -31%
OTL
263
Oak Thistle LLC
New York
$1.42M +$1.05M +15,257 +363%
Federated Hermes
264
Federated Hermes
Pennsylvania
$1.41M -$47.8K -694 -3%
DT
265
Diversified Trust
Tennessee
$1.41M +$1.08M +15,705 +443%
SOADOR
266
State of Alaska Department of Revenue
Alaska
$1.4M -$48.3K -700 -4%
PCM
267
Prana Capital Management
Connecticut
$1.39M -$13M -189,041 -91%
LAM
268
Lifestyle Asset Management
Texas
$1.38M -$41.8K -607 -3%
S
269
SignatureFD
Georgia
$1.38M -$12.5K -181 -1%
MML Investors Services
270
MML Investors Services
Massachusetts
$1.37M +$97.4K +1,413 +8%
Kovitz Investment Group Partners
271
Kovitz Investment Group Partners
Illinois
$1.33M +$10.1K +147 +0.8%
SI
272
Stephens Inc
Arkansas
$1.32M -$58.6K -850 -4%
KFS
273
Keynote Financial Services
Connecticut
$1.31M -$127K -1,835 -9%
CIP
274
Convergence Investment Partners
Florida
$1.3M +$115K +1,661 +10%
Public Employees Retirement Association of Colorado
275
Public Employees Retirement Association of Colorado
Colorado
$1.28M -$181K -2,624 -13%

UNM Hedge Fund Activity: Q4 2024 in Review

682 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2024, worth a combined $11.3B — up 21% from $9.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new UNM positions and 49 closed out — a net gain of 69 holders — while 220 added to existing stakes and 250 trimmed.

The largest buyer was Vanguard Group, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 682 institutional investors held Unum (UNM) as of Q4 2024, up from 621 in Q3 2024.
  • Funds reported $11.3B of Unum stock for Q4 2024, up 21% quarter-over-quarter.
  • 118 funds opened new Unum positions in Q4 2024 and 49 closed out, a net change of +69 holders.
  • The largest Unum buyer in Q4 2024 was Vanguard Group, an estimated $110M added.
  • The largest Unum seller in Q4 2024 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2024.