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621 hedge funds and large institutions have $9.3B invested in Unum in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $8.25B → $9.3B (+$1.05B)

8% more funds holding

Funds holding: 577621 (+44)

9% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $49.2M

4% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 219

1% less ownership

Funds ownership: 85.27%84.27% (-1%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
621
Holders Change
+44
Holders Change %
+7.63%
% of All Funds
8.92%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
89
Increased
227
Reduced
219
Closed
41
Calls
$53.5M
Puts
$49.2M
Net Calls
+$4.32M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
301
Securian Asset Management
Minnesota
$790K -$49.3K -908 -6%
TI
302
Tidal Investments
Wisconsin
$786K -$127K -2,336 -15%
QCM
303
QRG Capital Management
Illinois
$781K +$19.6K +361 +3%
AIM
304
Aigen Investment Management
New York
$780K +$713K +13,129 New
CMF
305
Counterpoint Mutual Funds
California
$778K +$710K +13,083 New
CCM
306
Coldstream Capital Management
Washington
$775K +$66.3K +1,221 +11%
DBIA
307
Dumont & Blake Investment Advisors
New Jersey
$768K -$702K -12,922 -50%
MWM
308
Moran Wealth Management
Florida
$767K -$8.91K -164 -1%
HIM
309
Hillsdale Investment Management
Ontario, Canada
$764K +$698K +12,850 New
SFM
310
Signet Financial Management
New Jersey
$750K +$685K +12,615 New
ECM
311
Evergreen Capital Management
Washington
$745K -$1.96K -36 -0.3%
PAS
312
Park Avenue Securities
New York
$735K -$51.5K -949 -7%
CG
313
Caprock Group
Idaho
$732K +$12K +221 +2%
TC
314
TownSquare Capital
Utah
$721K +$73.3K +1,350 +13%
GWSG
315
GPS Wealth Strategies Group
Colorado
$693K -$503K -9,268 -44%
MA
316
Mutual Advisors
Nebraska
$688K +$1.14K +21 +0.2%
SEC
317
Seven Eight Capital
New York
$676K +$617K +11,365 New
USAA
318
United Services Automobile Association
Texas
$664K -$168K -3,087 -22%
GT
319
Greenleaf Trust
Michigan
$661K -$489 -9 -0.1%
WPC
320
Wedmont Private Capital
Pennsylvania
$652K +$47.8K +881 +9%
HPC
321
HM Payson & Co
Maine
$649K -$7.33K -135 -1%
MSRPS
322
Maryland State Retirement & Pension System
Maryland
$648K -$222K -4,096 -27%
FWP
323
FAS Wealth Partners
Kansas
$640K +$4.4K +81 +0.8%
ONB
324
Old National Bancorp
Indiana
$635K +$7.22K +133 +1%
NC
325
nVerses Capital
Florida
$630K +$195K +3,600 +51%

UNM Hedge Fund Activity: Q3 2024 in Review

621 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2024, worth a combined $9.3B — up 13% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new UNM positions and 41 closed out — a net gain of 48 holders — while 227 added to existing stakes and 219 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $42.8M. The largest seller was Fidelity Investments, cutting an estimated $179M.

  • 621 institutional investors held Unum (UNM) as of Q3 2024, up from 577 in Q2 2024.
  • Funds reported $9.3B of Unum stock for Q3 2024, up 13% quarter-over-quarter.
  • 89 funds opened new Unum positions in Q3 2024 and 41 closed out, a net change of +48 holders.
  • The largest Unum buyer in Q3 2024 was Voloridge Investment Management, an estimated $42.8M added.
  • The largest Unum seller in Q3 2024 was Fidelity Investments, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2024.