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682 hedge funds and large institutions have $11.3B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 220 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 49

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $9.3B → $11.3B (+$1.95B)

10% more funds holding

Funds holding: 621682 (+61)

9% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $67.5M

0.11% more ownership

Funds ownership: 84.27%84.38% (+0.11%)

12% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 250

Holders
682
Holders Change
+61
Holders Change %
+9.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
118
Increased
220
Reduced
250
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
276
Landscape Capital Management
New Jersey
$1.25M +$1.18M +17,101 New
PL
277
Polianta Ltd
Jersey
$1.24M +$1.17M +17,000 New
SA
278
Sanctuary Advisors
Indiana
$1.22M -$425K -6,170 -28%
AssetMark Inc
279
AssetMark Inc
California
$1.21M -$42.9M -622,267 -97%
MWM
280
Moran Wealth Management
Florida
$1.19M +$231K +3,349 +26%
NCM
281
Neumann Capital Management
California
$1.17M -$47.2K -685 -4%
FCM
282
Fieldview Capital Management
Michigan
$1.17M +$1.1M +15,985 New
ACA
283
Atlas Capital Advisors
Wyoming
$1.16M +$52.9K +767 +5%
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$1.16M -$137K -1,983 -11%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$1.16M -$31.8K -461 -3%
Capital Fund Management (CFM)
286
Capital Fund Management (CFM)
France
$1.15M +$1.09M +15,788 New
SAM
287
Shell Asset Management
Netherlands
$1.13M -$1.1K -16 -0.1%
XF
288
XML Financial
Maryland
$1.09M -$304K -4,415 -23%
CMF
289
Counterpoint Mutual Funds
California
$1.09M +$123K +1,784 +14%
CB
290
Commerce Bank
Missouri
$1.07M -$130K -1,880 -11%
AR
291
Advisory Research
Illinois
$1.07M +$5.31K +77 +0.5%
WCA
292
Westover Capital Advisors
Delaware
$1.06M -$7.65K -111 -0.8%
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$1.02M -$19.7K -286 -2%
ETC
294
Exchange Traded Concepts
Oklahoma
$1.01M +$22.3K +324 +2%
BCI
295
Brinker Capital Investments
Pennsylvania
$990K +$307K +4,450 +49%
OPS
296
Orion Portfolio Solutions
Nebraska
$990K +$307K +4,450 +49%
PP
297
Patten & Patten
Tennessee
$974K -$17.2K -250 -2%
QCM
298
QRG Capital Management
Illinois
$974K +$13K +189 +1%
TRCT
299
Tower Research Capital (TRC)
New York
$970K +$556K +8,060 +154%
HIM
300
Hillsdale Investment Management
Ontario, Canada
$968K +$27.6K +400 +3%

UNM Hedge Fund Activity: Q4 2024 in Review

682 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2024, worth a combined $11.3B — up 21% from $9.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new UNM positions and 49 closed out — a net gain of 69 holders — while 220 added to existing stakes and 250 trimmed.

The largest buyer was Vanguard Group, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 682 institutional investors held Unum (UNM) as of Q4 2024, up from 621 in Q3 2024.
  • Funds reported $11.3B of Unum stock for Q4 2024, up 21% quarter-over-quarter.
  • 118 funds opened new Unum positions in Q4 2024 and 49 closed out, a net change of +69 holders.
  • The largest Unum buyer in Q4 2024 was Vanguard Group, an estimated $110M added.
  • The largest Unum seller in Q4 2024 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2024.