718 hedge funds and large institutions have $11.6B invested in Unum in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 227 increasing their positions, 271 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+39
Holders Change %
+5.74%
% of All Funds
9.75%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
108
Increased
227
Reduced
271
Closed
56
Calls
$32.4M
Puts
$22.9M
Net Calls
+$9.54M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Shares
Change %
LCM
301
Landscape Capital Management
New Jersey
$1.18M -$218K -2,673 -16%
BHCM
302
Brevan Howard Capital Management
Jersey
$1.16M +$185K +2,269 +19%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$16.2K +199 +1%
WCA
304
Westover Capital Advisors
Delaware
$1.14M -$38.8K -476 -3%
AssetMark Inc
305
AssetMark Inc
California
$1.13M -$222K -2,729 -16%
CB
306
Commerce Bank
Missouri
$1.12M -$81.5K -1,000 -7%
CG
307
Caprock Group
Idaho
$1.11M +$103K +1,267 +10%
PP
308
Patten & Patten
Tennessee
$1.08M -$11.4K -140 -1%
B
309
Bailard
California
$1.07M +$1.07M +13,196 New
BAM
310
BOS Asset Management
Illinois
$1.06M
ECM
311
Evergreen Capital Management
Washington
$1.05M +$23.8K +292 +2%
FC
312
FORA Capital
Florida
$1.04M -$2.27M -27,838 -68%
PAS
313
Park Avenue Securities
New York
$1.04M +$27.2K +334 +3%
CCM
314
Coldstream Capital Management
Washington
$1.02M -$30.4K -373 -3%
SAM
315
Securian Asset Management
Minnesota
$1.02M -$18K -221 -2%
BCI
316
Brinker Capital Investments
Pennsylvania
$1.02M -$88.9K -1,092 -8%
OPS
317
Orion Portfolio Solutions
Nebraska
$1.02M -$88.9K -1,092 -8%
HIM
318
Hillsdale Investment Management
Ontario, Canada
$1.01M -$65.2K -800 -6%
AIA
319
Affinity Investment Advisors
California
$986K -$70.4K -864 -7%
CAU
320
Caxton Associates (UK)
$984K +$984K +12,074 New
MFG
321
Merit Financial Group
Georgia
$983K +$617K +7,574 +168%
ONB
322
Old National Bancorp
Indiana
$956K -$6.6K -81 -0.7%
M&T Bank
323
M&T Bank
New York
$954K -$29.1K -357 -3%
TPA
324
Trivium Point Advisory
Connecticut
$935K -$37.9K -465 -4%
IWC
325
Integrated Wealth Concepts
Massachusetts
$923K -$106K -1,303 -10%