We are live on ! Find out more

451 hedge funds and large institutions have $4.87B invested in Unum in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 181 increasing their positions, 146 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 146

1.69% more ownership

Funds ownership: 82.39%84.09% (+1.7%)

4% more capital invested

Capital invested by funds: $4.67B → $4.87B (+$206M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 57

9% less call options, than puts

Call options by funds: $38.5M | Put options by funds: $42.1M

2% less funds holding

Funds holding: 459451 (-8)

Holders
451
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
181
Reduced
146
Closed
57
Calls
$38.5M
Puts
$42.1M
Net Calls
-$3.59M
Net Calls Change
-$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
301
Principle Wealth Partners
Connecticut
$266K +$275K +9,355 New
NMIMC
302
Northwestern Mutual Investment Management Company
Wisconsin
$263K +$1.21K +41 +0.4%
HPC
303
HM Payson & Co
Maine
$259K -$2.47K -84 -0.9%
WP
304
WealthSource Partners
California
$257K -$3.53K -120 -1%
XT
305
XTX Topco
Cayman Islands
$254K +$263K +8,938 New
GWM
306
Geneos Wealth Management
Colorado
$253K +$82.6K +2,812 +47%
HDIM
307
Hanson & Doremus Investment Management
Vermont
$253K +$246K +8,358 +125%
SC
308
Slow Capital
California
$252K +$260K +8,861 New
PG
309
Patten Group
Tennessee
$250K -$59.3K -2,016 -19%
PWM
310
PRW Wealth Management
Massachusetts
$250K +$258K +8,785 New
PAG
311
Private Advisor Group
New Jersey
$245K -$23.5K -800 -8%
PFPT
312
Pinnacle Financial Partners (Tennessee)
Tennessee
$244K
LNWWM
313
Laird Norton Wetherby Wealth Management
California
$244K +$5.2K +177 +2%
PWA
314
Pinnacle Wealth Advisors
Tennessee
$244K +$253K +8,595 New
SC
315
Savant Capital
Illinois
$243K +$38.5K +1,310 +18%
AUB
316
Atlantic Union Bankshares
Virginia
$241K -$11.8K -400 -4%
MA
317
Mutual Advisors
Nebraska
$233K +$18.1K +616 +8%
Simplex Trading
318
Simplex Trading
Illinois
$231K +$240K +8,153 New
Jane Street
319
Jane Street
New York
$230K -$3.1M -105,347 -93%
SG Americas Securities
320
SG Americas Securities
New York
$230K -$2.69M -91,663 -92%
HCM
321
Howland Capital Management
Massachusetts
$227K
UCFA
322
United Capital Financial Advisors
Texas
$226K -$7.38K -251 -3%
BP
323
Ballentine Partners
Massachusetts
$225K +$823 +28 +0.4%
LOAMS
324
Lombard Odier Asset Management (Switzerland)
Switzerland
$221K +$228K +7,766 New
BMSSC
325
B. Metzler seel. Sohn & Co
Germany
$216K -$480K -16,339 -68%