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725 hedge funds and large institutions have $12.6B invested in Unum in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 230 increasing their positions, 275 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 56

42% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $22.9M

12% more capital invested

Capital invested by funds: $11.3B → $12.6B (+$1.39B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 682725 (+43)

3.44% more ownership

Funds ownership: 84.38%87.82% (+3.4%)

16% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 275

Holders
725
Holders Change
+43
Holders Change %
+6.3%
% of All Funds
9.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
108
Increased
230
Reduced
275
Closed
56
Calls
$32.4M
Puts
$22.9M
Net Calls
+$9.54M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
Sterling Capital Management
North Carolina
$2.13M -$104K -1,355 -5%
WCBA
252
Weaver C. Barksdale & Associates
Tennessee
$2.11M -$47.6K -617 -2%
D.E. Shaw & Co
253
D.E. Shaw & Co
New York
$2.11M -$3.46M -44,879 -63%
QCM
254
Qsemble Capital Management
New York
$2.07M +$1.96M +25,446 New
HFM
255
Harvest Fund Management
China
$2.05M +$1.03M +13,332 +101%
TC
256
TownSquare Capital
Utah
$2.02M +$900K +11,681 +89%
DWA
257
Dorsey Wright & Associates
California
$2M +$1.89M +24,495 New
IRC
258
Investors Research Corp
Georgia
$1.99M
VA
259
VestGen Advisors
Illinois
$1.97M +$1.86M +24,151 New
PI
260
PineBridge Investments
New York
$1.97M -$4.4M -57,032 -70%
Bank of Nova Scotia
261
Bank of Nova Scotia
Ontario, Canada
$1.92M -$6.17M -79,977 -77%
SFS
262
Sowell Financial Services
Arkansas
$1.92M -$108K -1,397 -6%
CIP
263
Convergence Investment Partners
Florida
$1.89M +$426K +5,520 +31%
Skandinaviska Enskilda Banken (SEB)
264
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.85M -$399K -5,181 -19%
JFG
265
Jefferies Financial Group
New York
$1.81M -$2.69M -34,885 -61%
EMPI
266
Elo Mutual Pension Insurance
Finland
$1.73M +$1.63M +21,206 New
X
267
Xponance
Pennsylvania
$1.71M -$125K -1,626 -7%
AG
268
Ascent Group
Virginia
$1.71M +$107K +1,386 +7%
OTL
269
Oak Thistle LLC
New York
$1.7M +$110K +1,422 +7%
APG
270
Abacus Planning Group
South Carolina
$1.64M -$6.55K -85 -0.4%
1C
271
111 Capital
France
$1.63M +$1.31M +17,051 +569%
Mercer Global Advisors
272
Mercer Global Advisors
Colorado
$1.63M +$320K +4,156 +26%
EI
273
Ethic Inc
New York
$1.6M -$235K -3,050 -14%
MML Investors Services
274
MML Investors Services
Massachusetts
$1.59M +$64.1K +831 +4%
NYLIM
275
New York Life Investment Management
New York
$1.59M -$8.56K -111 -0.6%

UNM Hedge Fund Activity: Q1 2025 in Review

725 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2025, worth a combined $12.6B — up 12% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new UNM positions and 56 closed out — a net gain of 52 holders — while 230 added to existing stakes and 275 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $317M. The largest seller was BlackRock, cutting an estimated $124M.

  • 725 institutional investors held Unum (UNM) as of Q1 2025, up from 682 in Q4 2024.
  • Funds reported $12.6B of Unum stock for Q1 2025, up 12% quarter-over-quarter.
  • 108 funds opened new Unum positions in Q1 2025 and 56 closed out, a net change of +52 holders.
  • The largest Unum buyer in Q1 2025 was First Trust Advisors, an estimated $317M added.
  • The largest Unum seller in Q1 2025 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2025.