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682 hedge funds and large institutions have $11.3B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 220 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 49

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $9.3B → $11.3B (+$1.95B)

10% more funds holding

Funds holding: 621682 (+61)

9% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $67.5M

0.11% more ownership

Funds ownership: 84.27%84.38% (+0.11%)

12% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 250

Holders
682
Holders Change
+61
Holders Change %
+9.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
118
Increased
220
Reduced
250
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
301
Harvest Fund Management
China
$963K +$909K +13,185 New
YIH
302
Y-Intercept (HK)
Hong Kong
$961K -$398K -5,777 -31%
TC
303
TownSquare Capital
Utah
$957K +$66.5K +964 +8%
BAM
304
BOS Asset Management
Illinois
$952K -$19.9K -288 -2%
AIA
305
Affinity Investment Advisors
California
$947K -$552K -8,005 -38%
CCM
306
Coldstream Capital Management
Washington
$941K +$7.72K +112 +0.9%
TI
307
Tidal Investments
Wisconsin
$937K -$26.5K -384 -3%
PHK
308
Point72 Hong Kong
Hong Kong
$930K -$2.6M -37,723 -75%
SAM
309
Securian Asset Management
Minnesota
$927K -$40.7K -590 -4%
IWC
310
Integrated Wealth Concepts
Massachusetts
$923K -$57.2K -829 -6%
SSA
311
Schonfeld Strategic Advisors
New York
$918K -$4.94M -71,590 -85%
ECM
312
Evergreen Capital Management
Washington
$916K +$276 +4 +0%
PAS
313
Park Avenue Securities
New York
$911K +$8.34K +121 +1%
CG
314
Caprock Group
Idaho
$905K +$5.79K +84 +0.7%
Simplex Trading
315
Simplex Trading
Illinois
$883K +$204K +2,962 +32%
M&T Bank
316
M&T Bank
New York
$882K -$88.7K -1,286 -10%
SFM
317
Signet Financial Management
New Jersey
$880K -$38.7K -562 -4%
BHCM
318
Brevan Howard Capital Management
Jersey
$879K -$1.19M -17,200 -59%
TPA
319
Trivium Point Advisory
Connecticut
$872K -$75.1K -1,089 -8%
ONB
320
Old National Bancorp
Indiana
$863K +$78.3K +1,136 +11%
DTL
321
Dynamic Technology Lab
Singapore
$833K +$786K +11,402 New
DBIA
322
Dumont & Blake Investment Advisors
New Jersey
$817K -$119K -1,732 -13%
GT
323
Greenleaf Trust
Michigan
$813K
SOW
324
State of Wyoming
Wyoming
$809K +$289K +4,196 +61%
MA
325
Mutual Advisors
Nebraska
$805K -$1.52K -22 -0.2%

UNM Hedge Fund Activity: Q4 2024 in Review

682 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2024, worth a combined $11.3B — up 21% from $9.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new UNM positions and 49 closed out — a net gain of 69 holders — while 220 added to existing stakes and 250 trimmed.

The largest buyer was Vanguard Group, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 682 institutional investors held Unum (UNM) as of Q4 2024, up from 621 in Q3 2024.
  • Funds reported $11.3B of Unum stock for Q4 2024, up 21% quarter-over-quarter.
  • 118 funds opened new Unum positions in Q4 2024 and 49 closed out, a net change of +69 holders.
  • The largest Unum buyer in Q4 2024 was Vanguard Group, an estimated $110M added.
  • The largest Unum seller in Q4 2024 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2024.