729 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 272

2% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
729
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$35.5M
Net Calls
Net Calls Change

Top Buyers

1 +$50.9M
2 +$49.8M
3 +$44.2M
4
UBS Group
UBS Group
Switzerland
+$39.4M
5
Morgan Stanley
Morgan Stanley
New York
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
301
CSS LLC
Illinois
$1.16M
CB
302
Commerce Bank
Missouri
$1.14M
WCA
303
Westover Capital Advisors
Delaware
$1.13M
TI
304
Tidal Investments
Wisconsin
$1.13M
NEI
305
Northwest & Ethical Investments
Ontario, Canada
$1.13M
HFM
306
Harvest Fund Management
China
$1.1M
LNWWM
307
Laird Norton Wetherby Wealth Management
California
$1.09M
AI
308
Atria Investments
North Carolina
$1.08M
KP
309
Keel Point
Alabama
$1.08M
AssetMark Inc
310
AssetMark Inc
California
$1.07M
Connor, Clark & Lunn Investment Management (CC&L)
311
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.07M
JF
312
JSF Financial
California
$1.06M
PP
313
Patten & Patten
Tennessee
$1.06M
CCM
314
Coldstream Capital Management
Washington
$1.05M
PD
315
Point72 (DIFC)
United Arab Emirates
$1.05M
ECM
316
Evergreen Capital Management
Washington
$1.05M
BAM
317
BOS Asset Management
Illinois
$1.04M
B
318
Bailard
California
$1.04M
PAS
319
Park Avenue Securities
New York
$1.02M
CSS
320
Cubist Systematic Strategies
Connecticut
$1.02M
SAM
321
Shell Asset Management
Netherlands
$1M
MFG
322
Merit Financial Group
Georgia
$998K
HIM
323
Hillsdale Investment Management
Ontario, Canada
$989K
SFM
324
Signet Financial Management
New Jersey
$987K
SAM
325
Securian Asset Management
Minnesota
$987K