We are live on ! Find out more

451 hedge funds and large institutions have $4.87B invested in Unum in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 181 increasing their positions, 146 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 146

1.69% more ownership

Funds ownership: 82.39%84.09% (+1.7%)

4% more capital invested

Capital invested by funds: $4.67B → $4.87B (+$206M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 57

9% less call options, than puts

Call options by funds: $38.5M | Put options by funds: $42.1M

2% less funds holding

Funds holding: 459451 (-8)

Holders
451
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
181
Reduced
146
Closed
57
Calls
$38.5M
Puts
$42.1M
Net Calls
-$3.59M
Net Calls Change
-$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LSA
351
Leonteq Securities AG
Switzerland
$88.8K -$7.11K -242 -7%
FDCDDQ
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$88.4K +$12.8K +435 +16%
SWA
353
SOA Wealth Advisors
New York
$86K +$36.6K +1,244 +69%
JIR
354
James Investment Research
Ohio
$85K
WA
355
WestEnd Advisors
North Carolina
$85K
WBC
356
West Branch Capital
Massachusetts
$77K +$79.6K +2,709 New
ST
357
Sageworth Trust
Pennsylvania
$65K
CFB
358
Cullen/Frost Bankers
Texas
$60K
TPCW
359
TD Private Client Wealth
New York
$58.2K +$558 +19 +0.9%
BFEC
360
Benjamin F. Edwards & Company
Missouri
$55K
SC
361
SouthState Corp
Florida
$55K
QCG
362
Quadrant Capital Group
Ohio
$52K -$8.79K -299 -14%
TWA
363
TCI Wealth Advisors
Arizona
$45K +$7.55K +257 +19%
SWM
364
Sugarloaf Wealth Management
Georgia
$42K +$22.3K +759 +106%
HNB
365
Huntington National Bank
Ohio
$41K +$13.6K +463 +46%
Rockefeller Capital Management
366
Rockefeller Capital Management
New York
$40K -$176 -6 -0.4%
Daiwa Securities Group
367
Daiwa Securities Group
Japan
$40K +$13.5K +460 +49%
FPS
368
Fieldpoint Private Securities
Connecticut
$39K +$5K +170 +13%
CLOS
369
Compagnie Lombard Odier SCmA
Switzerland
$38K +$39.7K +1,350 New
PFBT
370
Parkside Financial Bank & Trust
Missouri
$36K +$1.91K +65 +5%
CFA
371
Carroll Financial Associates
North Carolina
$34K +$265 +9 +0.8%
NIPH
372
NN Investment Partners Holdings
Netherlands
$34K +$35.3K +1,200 New
WAM
373
Wolverine Asset Management
Illinois
$33K -$120K -4,091 -78%
LC
374
Lindbrook Capital
California
$33K
FCMT
375
Founders Capital Management (Texas)
Texas
$33K +$323 +11 +1%