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451 hedge funds and large institutions have $4.87B invested in Unum in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 181 increasing their positions, 146 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 146

1.69% more ownership

Funds ownership: 82.39%84.09% (+1.7%)

4% more capital invested

Capital invested by funds: $4.67B → $4.87B (+$206M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 57

9% less call options, than puts

Call options by funds: $38.5M | Put options by funds: $42.1M

2% less funds holding

Funds holding: 459451 (-8)

Holders
451
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
181
Reduced
146
Closed
57
Calls
$38.5M
Puts
$42.1M
Net Calls
-$3.59M
Net Calls Change
-$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KRS
276
Kentucky Retirement Systems
Kentucky
$338K -$22.9K -778 -6%
BPA
277
Beacon Pointe Advisors
California
$334K +$346K +11,759 New
X
278
Xponance
Pennsylvania
$332K +$91.3K +3,106 +36%
HL
279
HeadInvest LLC
Maine
$327K +$8.38K +285 +3%
LMAM
280
Legg Mason Asset Management
Japan
$323K -$587K -19,967 -64%
FWP
281
FAS Wealth Partners
Kansas
$323K +$2.91K +99 +0.9%
RVPG
282
Relative Value Partners Group
$318K +$3.97K +135 +1%
Mariner
283
Mariner
Kansas
$317K +$328K +11,171 New
PFO
284
Pathstone Family Office
New Jersey
$316K
M&T Bank
285
M&T Bank
New York
$313K +$2.26K +77 +0.7%
SAM
286
Shell Asset Management
Netherlands
$310K +$17.3K +590 +6%
URS
287
Utah Retirement Systems
Utah
$304K +$2.94K +100 +0.9%
SW
288
SteelPeak Wealth
California
$303K +$314K +10,678 New
MWPCG
289
Measured Wealth Private Client Group
New Hampshire
$301K +$99.2K +3,376 +47%
JIC
290
Johnson Investment Counsel
Ohio
$298K +$308K +10,496 New
NFG
291
Next Financial Group
Texas
$289K +$256K +8,710 +592%
WAM
292
World Asset Management
Michigan
$286K -$16.1K -548 -5%
ECG
293
Edge Capital Group
Georgia
$286K
IWP
294
Icon Wealth Partners
Texas
$284K +$71.8K +2,442 +32%
WCM
295
Wedge Capital Management
North Carolina
$283K -$107K -3,630 -27%
JWCA
296
J.W. Cole Advisors
Florida
$278K -$129K -4,384 -31%
IC
297
IEQ Capital
California
$269K +$36.7K +1,249 +15%
CIC
298
Cornercap Investment Counsel
Georgia
$266K -$3.59M -122,158 -93%
ONB
299
Old National Bancorp
Indiana
$266K
IC
300
Inscription Capital
Texas
$266K +$275K +9,355 New