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697 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 265 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $8.82M

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

9% more capital invested

Capital invested by funds: $10.4B → $11.3B (+$934M)

8.97% more ownership

Funds ownership: 78.22%87.19% (+9%)

4% more funds holding

Funds holding: 672697 (+25)

24% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
8.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
108
Increased
202
Reduced
265
Closed
70
Calls
$34.8M
Puts
$8.82M
Net Calls
+$26M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
276
Capstone Investment Advisors
New York
$1.09M +$806K +10,543 +302%
PC
277
Parrish Capital
Georgia
$1.08M +$1.06M +13,919 New
NYLIM
278
New York Life Investment Management
New York
$1.08M -$169K -2,216 -14%
Impax Asset Management Group
279
Impax Asset Management Group
United Kingdom
$1.07M +$1.06M +13,829 New
XF
280
XML Financial
Maryland
$1.07M -$5.74K -75 -0.5%
MML Investors Services
281
MML Investors Services
Massachusetts
$1.06M -$5.2K -68 -0.5%
HWM
282
HB Wealth Management
Georgia
$1.06M +$303K +3,956 +41%
MFG
283
Merit Financial Group
Georgia
$1.06M -$32.7K -427 -3%
CB
284
Commerce Bank
Missouri
$1.04M -$55.8K -730 -5%
Bessemer Group
285
Bessemer Group
New Jersey
$1M -$242K -3,167 -20%
SC
286
Savant Capital
Illinois
$998K +$118K +1,542 +14%
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$995K +$115K +1,503 +13%
AssetMark Inc
288
AssetMark Inc
California
$976K -$5.43K -71 -0.6%
ACM
289
Aquatic Capital Management
Illinois
$976K +$963K +12,592 New
BEI
290
Benjamin Edwards Inc
Missouri
$969K +$75.2K +983 +9%
HFM
291
Harvest Fund Management
China
$963K
GRP
292
Global Retirement Partners
California
$955K +$511K +6,682 +119%
QCM
293
QRG Capital Management
Illinois
$932K +$114K +1,489 +14%
ECM
294
Evergreen Capital Management
Washington
$924K -$25.3K -331 -3%
CL
295
CSS LLC
Illinois
$917K +$129K +1,690 +17%
CCM
296
Coldstream Capital Management
Washington
$913K -$43.7K -571 -5%
AIA
297
Affinity Investment Advisors
California
$901K
SFM
298
Signet Financial Management
New Jersey
$888K -$33.9K -443 -4%
WPC
299
Wedmont Private Capital
Pennsylvania
$887K +$6.27K +82 +0.7%
HPC
300
HM Payson & Co
Maine
$883K -$45.7K -598 -5%