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458 hedge funds and large institutions have $4.18B invested in Unum in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 135

26% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 53

2% more funds holding

Funds holding: 451458 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less call options, than puts

Call options by funds: $39.4M | Put options by funds: $42.5M

2.41% less ownership

Funds ownership: 84.09%81.68% (-2.4%)

14% less capital invested

Capital invested by funds: $4.87B → $4.18B (-$690M)

Holders
458
Holders Change
+7
Holders Change %
+1.55%
% of All Funds
8.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
180
Reduced
135
Closed
53
Calls
$39.4M
Puts
$42.5M
Net Calls
-$3.09M
Net Calls Change
+$501K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
301
Cetera Advisor Networks
California
$302K +$319K +12,039 New
EI
302
Ethic Inc
New York
$295K +$312K +11,788 New
HL
303
HeadInvest LLC
Maine
$290K +$1.19K +45 +0.4%
FWP
304
FAS Wealth Partners
Kansas
$288K +$3.23K +122 +1%
YIH
305
Y-Intercept (HK)
Hong Kong
$287K +$303K +11,465 New
M&T Bank
306
M&T Bank
New York
$279K +$4.42K +167 +2%
NFG
307
Next Financial Group
Texas
$273K +$18.8K +710 +7%
URS
308
Utah Retirement Systems
Utah
$266K -$2.65K -100 -0.9%
PA
309
Profund Advisors
Maryland
$265K +$280K +10,567 New
QIM
310
Quantitative Investment Management
Virginia
$264K +$279K +10,543 New
LMAM
311
Legg Mason Asset Management
Japan
$263K -$23K -867 -8%
LG
312
Leuthold Group
Minnesota
$262K -$3.58M -135,427 -93%
SAM
313
Shell Asset Management
Netherlands
$262K -$11.9K -450 -4%
GWM
314
Geneos Wealth Management
Colorado
$260K +$33K +1,248 +14%
BPA
315
Beacon Pointe Advisors
California
$259K -$38.1K -1,441 -12%
ECG
316
Edge Capital Group
Georgia
$252K
SC
317
Slow Capital
California
$244K +$22.9K +866 +10%
VAS
318
Vestmark Advisory Solutions
Massachusetts
$241K +$55.4K +2,094 +28%
VPIM
319
Vanguard Personalized Indexing Management
California
$235K +$248K +9,378 New
ONB
320
Old National Bancorp
Indiana
$234K
PWP
321
Principle Wealth Partners
Connecticut
$234K
SC
322
Savant Capital
Illinois
$231K +$17.2K +650 +8%
HPC
323
HM Payson & Co
Maine
$229K
WP
324
WealthSource Partners
California
$227K
WCM
325
Wedge Capital Management
North Carolina
$226K -$24.4K -921 -9%