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
S
276
SignatureFD
Georgia
$1.46M
A
277
AlphaQuest
New York
$1.46M
ACA
278
Atlas Capital Advisors
Wyoming
$1.45M
LCM
279
Landscape Capital Management
New Jersey
$1.42M
Public Employees Retirement Association of Colorado
280
Public Employees Retirement Association of Colorado
Colorado
$1.42M
PHK
281
Point72 Hong Kong
Hong Kong
$1.42M
Kovitz Investment Group Partners
282
Kovitz Investment Group Partners
Illinois
$1.4M
BA
283
Bridgewater Advisors
New York
$1.38M
NP
284
Nilsine Partners
Colorado
$1.37M
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$1.37M
SI
286
Stephens Inc
Arkansas
$1.37M
RIM
287
Redwood Investment Management
Arizona
$1.36M
NYLIM
288
New York Life Investment Management
New York
$1.36M
CastleKeep Investment Advisors
289
CastleKeep Investment Advisors
Connecticut
$1.35M
KFS
290
Keynote Financial Services
Connecticut
$1.32M
STA
291
Summit Trail Advisors
New York
$1.31M
NCM
292
Neumann Capital Management
California
$1.28M
LAM
293
Lifestyle Asset Management
Texas
$1.27M
AR
294
Advisory Research
Illinois
$1.27M
EMPI
295
Elo Mutual Pension Insurance
Finland
$1.24M
Bessemer Group
296
Bessemer Group
New Jersey
$1.24M
XF
297
XML Financial
Maryland
$1.19M
CIP
298
Convergence Investment Partners
Florida
$1.17M
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$1.17M
JF
300
Jump Financial
Illinois
$1.16M