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444 hedge funds and large institutions have $4.06B invested in Unum in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 139 increasing their positions, 178 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.19% less ownership

Funds ownership: 81.68%81.49% (-0.19%)

3% less capital invested

Capital invested by funds: $4.18B → $4.06B (-$120M)

3% less funds holding

Funds holding: 458444 (-14)

13% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 72

22% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 178

49% less call options, than puts

Call options by funds: $31.6M | Put options by funds: $61.7M

Holders
444
Holders Change
-14
Holders Change %
-3.06%
% of All Funds
6.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
63
Increased
139
Reduced
178
Closed
72
Calls
$31.6M
Puts
$61.7M
Net Calls
-$30.1M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
351
Quadrant Capital Group
Ohio
$54K +$8.47K +331 +18%
CFB
352
Cullen/Frost Bankers
Texas
$52K
BFEC
353
Benjamin F. Edwards & Company
Missouri
$48K
SC
354
SouthState Corp
Florida
$48K +$2.82K +110 +6%
EI
355
Ellevest Inc
New York
$47K +$43.5K +1,700 +773%
HFM
356
Harvest Fund Management
China
$46K -$19.6K -764 -29%
FCMT
357
Founders Capital Management (Texas)
Texas
$44K +$358 +14 +0.8%
MWC
358
MBM Wealth Consultants
Missouri
$44K +$16.2K +632 +55%
FPS
359
Fieldpoint Private Securities
Connecticut
$41K -$18.8K -735 -31%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$39K +$41.1K +1,607 New
AIL
361
AGF Investments LLC
Ontario, Canada
$34K +$35.1K +1,371 New
SWM
362
Sugarloaf Wealth Management
Georgia
$33K -$15.7K -615 -31%
TWA
363
TCI Wealth Advisors
Arizona
$33K -$11.5K -448 -25%
SPIA
364
Steward Partners Investment Advisory
New York
$31K +$20.5K +800 +167%
CFA
365
Carroll Financial Associates
North Carolina
$29K -$230 -9 -0.7%
LC
366
Lindbrook Capital
California
$29K
TPCW
367
TD Private Client Wealth
New York
$28.6K -$13.6K -530 -31%
CWM
368
Cranbrook Wealth Management
Michigan
$27K
HI
369
Hoey Investments
Pennsylvania
$26K
RG
370
Retirement Group
California
$26K
HNB
371
Huntington National Bank
Ohio
$26K +$1.41K +55 +6%
NSB
372
Norway Savings Bank
Maine
$24K
PFBT
373
Parkside Financial Bank & Trust
Missouri
$22K -$1.28K -50 -5%
CA
374
Clearstead Advisors
Ohio
$22K
CCM
375
Covington Capital Management
California
$22K +$77 +3 +0.3%