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577 hedge funds and large institutions have $8.25B invested in Unum in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

3% more call options, than puts

Call options by funds: $39M | Put options by funds: $37.8M

0% less funds holding

Funds holding: 579577 (-2)

1.12% less ownership

Funds ownership: 86.39%85.27% (-1.1%)

7% less capital invested

Capital invested by funds: $8.87B → $8.25B (-$618M)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

Holders
577
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
66
Increased
195
Reduced
224
Closed
59
Calls
$39M
Puts
$37.8M
Net Calls
+$1.18M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
USAA
276
United Services Automobile Association
Texas
$729K +$27.5K +531 +4%
SAM
277
Securian Asset Management
Minnesota
$726K -$38.9K -752 -5%
YIH
278
Y-Intercept (HK)
Hong Kong
$716K +$519K +10,028 +252%
ACA
279
Atlas Capital Advisors
Wyoming
$715K -$65.6K -1,267 -8%
VI
280
Versor Investments
New York
$715K +$724K +13,986 New
CBC
281
Coombe, Bender & Co
New York
$708K -$13.8K -267 -2%
PP
282
Patten & Patten
Tennessee
$699K -$27.4K -530 -4%
M&T Bank
283
M&T Bank
New York
$697K -$100K -1,935 -12%
BAM
284
BOS Asset Management
Illinois
$681K -$5.95K -115 -0.9%
PAS
285
Park Avenue Securities
New York
$680K -$34.5K -666 -5%
BAMF
286
BI Asset Management Fondsmaeglerselskab
Denmark
$675K -$24.2K -468 -3%
MWM
287
Moran Wealth Management
Florida
$668K +$66.5K +1,285 +11%
QCM
288
QRG Capital Management
Illinois
$654K +$11.7K +226 +2%
Wellington Management Group
289
Wellington Management Group
Massachusetts
$649K -$195K -3,761 -23%
ECM
290
Evergreen Capital Management
Washington
$643K -$38.2K -739 -6%
PAS
291
Point72 Asia (Singapore)
Singapore
$634K +$534K +10,324 +497%
PTC
292
Petrus Trust Company
Texas
$623K -$209K -4,040 -25%
CG
293
Caprock Group
Idaho
$618K +$277K +5,362 +80%
CT
294
ClearAlpha Technologies
Connecticut
$617K +$87.8K +1,697 +16%
CCM
295
Coldstream Capital Management
Washington
$591K +$1.24K +24 +0.2%
MA
296
Mutual Advisors
Nebraska
$580K -$26.6K -514 -5%
GT
297
Greenleaf Trust
Michigan
$569K -$3.57K -69 -0.6%
DM
298
Deerfield Management
New York
$565K +$572K +11,057 New
HPC
299
HM Payson & Co
Maine
$565K -$7.76K -150 -1%
TC
300
TownSquare Capital
Utah
$551K +$67K +1,295 +14%

UNM Hedge Fund Activity: Q2 2024 in Review

577 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2024, worth a combined $8.25B — down 7% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new UNM positions and 59 closed out — a net gain of 7 holders — while 195 added to existing stakes and 224 trimmed.

The largest buyer was Norges Bank, adding an estimated $68M. The largest seller was Nordea Investment Management, cutting an estimated $32.6M.

  • 577 institutional investors held Unum (UNM) as of Q2 2024, down from 579 in Q1 2024.
  • Funds reported $8.25B of Unum stock for Q2 2024, down 7% quarter-over-quarter.
  • 66 funds opened new Unum positions in Q2 2024 and 59 closed out, a net change of +7 holders.
  • The largest Unum buyer in Q2 2024 was Norges Bank, an estimated $68M added.
  • The largest Unum seller in Q2 2024 was Nordea Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2024.