686 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 201 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% more funds holding

Funds holding: 669686 (+17)

24% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 263

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
686
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.8M
Puts
$8.82M
Net Calls
Net Calls Change

Top Sellers

1 -$104M
2 -$80.6M
3 -$51.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$37.1M
5
DSC
Donald Smith & Co
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
351
Choreo LLC
Illinois
$622K
TWPM
352
Total Wealth Planning & Management
Florida
$619K
VCM
353
Voleon Capital Management
California
$606K
DADC
354
D.A. Davidson & Co
Montana
$603K
MF
355
Magnetar Financial
Illinois
$597K
GS
356
GWN Securities
Florida
$595K
HWAM
357
Hennion & Walsh Asset Management
New Jersey
$594K
SLAM
358
Swiss Life Asset Management
$592K
ZIM
359
Zacks Investment Management
Illinois
$586K
CAM
360
Campion Asset Management
Virginia
$583K
Envestnet Asset Management
361
Envestnet Asset Management
Illinois
$578K
MAS
362
Meeder Advisory Services
Ohio
$577K
MFS
363
Mirabella Financial Services
United Kingdom
$565K
CB
364
Cadence Bank
Mississippi
$562K
Baird Financial Group
365
Baird Financial Group
Wisconsin
$561K
ACM
366
Advisors Capital Management
New Jersey
$558K
OAM
367
Oxford Asset Management
United Kingdom
$551K
FFA
368
Farther Finance Advisors
California
$545K
BBA
369
Baader Bank Aktiengesellschaft
Germany
$529K
CFO
370
Callan Family Office
Pennsylvania
$528K
EAM
371
Erste Asset Management
Austria
$511K
BCA
372
Bay Colony Advisors
Massachusetts
$504K
RFC
373
Regions Financial Corp
Alabama
$502K
IWC
374
Integrated Wealth Concepts
Massachusetts
$502K
RS
375
R Squared
Hong Kong
$491K