522 hedge funds and large institutions have $6.63B invested in Unum in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 191 increasing their positions, 190 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.35%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
65
Increased
191
Reduced
190
Closed
63
Calls
$94.8M
Puts
$42.2M
Net Calls
+$52.6M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CBC
276
Coombe, Bender & Co
New York
$602K +$6.77K +171 +1%
CAM
277
Carret Asset Management
New York
$591K -$59.3K -1,500 -9%
AR
278
Advisory Research
Illinois
$584K +$584K +14,764 New
UCFA
279
United Capital Financial Advisors
Texas
$583K -$145K -3,671 -20%
ECM
280
Evergreen Capital Management
Washington
$575K -$11.3K -286 -2%
BAM
281
BOS Asset Management
Illinois
$566K -$38.1K -963 -6%
NCM
282
Neumann Capital Management
California
$549K
SC
283
Scotia Capital
Ontario, Canada
$549K -$88.2K -2,230 -14%
CAN
284
Cetera Advisor Networks
California
$545K -$3.52K -89 -0.6%
DBIA
285
Dumont & Blake Investment Advisors
New Jersey
$541K -$7.01K -177 -1%
DT
286
Diversified Trust
Tennessee
$535K +$198K +5,015 +59%
CCM
287
Coldstream Capital Management
Washington
$526K -$21.5K -543 -4%
ZIM
288
Zacks Investment Management
Illinois
$522K +$63.9K +1,614 +14%
MWPCG
289
Measured Wealth Private Client Group
New Hampshire
$512K +$149K +3,765 +41%
PP
290
Patten & Patten
Tennessee
$498K -$6.73K -170 -1%
RVPG
291
Relative Value Partners Group
$496K
AWA
292
Arete Wealth Advisors
Illinois
$487K +$43.4K +1,496 +10%
GAM
293
Gotham Asset Management
New York
$480K +$4.59K +116 +1%
PMEF
294
Point72 Middle East FZE
United Arab Emirates
$466K +$466K +11,781 New
BPA
295
Beacon Pointe Advisors
California
$466K +$38.3K +969 +9%
AWM
296
Accurate Wealth Management
Florida
$458K +$110K +2,799 +32%
ESCM
297
Echo Street Capital Management
New York
$456K +$456K +11,518 New
Susquehanna International Group
298
Susquehanna International Group
Pennsylvania
$450K -$189K -4,776 -30%
ProShare Advisors
299
ProShare Advisors
Maryland
$440K -$581K -14,682 -57%
FWP
300
FAS Wealth Partners
Kansas
$438K +$3.13K +79 +0.7%