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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
WPC
326
Wedmont Private Capital
Pennsylvania
$804K +$37.1K +538 +5%
HPC
327
HM Payson & Co
Maine
$798K
FF
328
Friedenthal Financial
New Jersey
$796K +$752K +10,906 New
FWP
329
FAS Wealth Partners
Kansas
$791K +$4.27K +62 +0.6%
USAA
330
United Services Automobile Association
Texas
$782K -$31.9K -463 -4%
Walleye Capital
331
Walleye Capital
New York
$772K -$404K -5,859 -36%
LAM
332
Lingohr Asset Management
Germany
$769K -$293K -4,253 -29%
BV
333
Boxwood Ventures
Illinois
$760K
UCFA
334
United Capital Financial Advisors
Texas
$760K +$1.79K +26 +0.3%
MSRPS
335
Maryland State Retirement & Pension System
Maryland
$747K -$46.7K -678 -6%
AG
336
AIA Group
Hong Kong
$733K -$583K -8,462 -46%
URS
337
Utah Retirement Systems
Utah
$723K
PCG
338
Prosperity Consulting Group
Maryland
$718K +$6.89K +100 +1%
CAM
339
Carret Asset Management
New York
$718K -$758 -11 -0.1%
VVP
340
Venture Visionary Partners
Ohio
$696K +$138 +2 +0%
ATPW
341
Ashton Thomas Private Wealth
Arizona
$693K +$216K +3,131 +49%
CFGS
342
Concourse Financial Group Securities
Alabama
$693K +$9.1K +132 +1%
OPA
343
Old Port Advisors
Maine
$676K +$1.38K +20 +0.2%
AAS
344
Avantax Advisory Services
Texas
$674K +$22.3K +324 +4%
Asset Management One
345
Asset Management One
Japan
$672K +$633K +9,182 New
P
346
Pitcairn
Pennsylvania
$672K -$38.6K -560 -6%
CC
347
Callan Capital
California
$662K +$68.7K +996 +12%
BEI
348
Benjamin Edwards Inc
Missouri
$655K -$86.9K -1,261 -12%
Wolverine Trading
349
Wolverine Trading
Illinois
$655K +$281K +4,069 +83%
EAM
350
Erste Asset Management
Austria
$651K +$6.89K +100 +1%

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.