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
USCWA
251
U.S. Capital Wealth Advisors
Texas
$2.02M
VA
252
Vident Advisory
Georgia
$2M
YIH
253
Y-Intercept (HK)
Hong Kong
$2M
IRC
254
Investors Research Corp
Georgia
$1.97M
Skandinaviska Enskilda Banken (SEB)
255
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.96M
OTL
256
Oak Thistle LLC
New York
$1.95M
BAMF
257
BI Asset Management Fondsmaeglerselskab
Denmark
$1.81M
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$1.78M
SFS
259
Sowell Financial Services
Arkansas
$1.78M
SSA
260
Schonfeld Strategic Advisors
New York
$1.77M
CCM
261
Cinctive Capital Management
New York
$1.76M
AG
262
Ascent Group
Virginia
$1.69M
Envestnet Portfolio Solutions
263
Envestnet Portfolio Solutions
Illinois
$1.66M
X
264
Xponance
Pennsylvania
$1.64M
FCBT
265
First Citizens Bank & Trust
North Carolina
$1.63M
APG
266
Abacus Planning Group
South Carolina
$1.62M
TWC
267
TD Waterhouse Canada
Ontario, Canada
$1.62M
QCM
268
QRG Capital Management
Illinois
$1.61M
Federated Hermes
269
Federated Hermes
Pennsylvania
$1.6M
PAS
270
Point72 Asia (Singapore)
Singapore
$1.58M
MML Investors Services
271
MML Investors Services
Massachusetts
$1.58M
PFS
272
Prospera Financial Services
Texas
$1.53M
CC
273
Centiva Capital
New York
$1.5M
DTL
274
Dynamic Technology Lab
Singapore
$1.5M
AG
275
Algert Global
California
$1.49M