576 hedge funds and large institutions have $8.85B invested in Unum in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 187 increasing their positions, 223 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
8.35%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
79
Increased
187
Reduced
223
Closed
64
Calls
$56.3M
Puts
$42M
Net Calls
+$14.3M
Net Calls Change
-$6.7M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
351
Global Retirement Partners
California
$430K -$9.71K -181 -2%
SCM
352
Shelton Capital Management
Colorado
$424K
SOW
353
State of Wyoming
Wyoming
$420K +$114K +2,123 +37%
LNWWM
354
Laird Norton Wetherby Wealth Management
California
$420K -$87.3K -1,626 -17%
JWCA
355
J.W. Cole Advisors
Florida
$420K -$14.2K -265 -3%
Carson Wealth (CWM LLC)
356
Carson Wealth (CWM LLC)
Nebraska
$413K +$164K +3,059 +66%
EAM
357
Erste Asset Management
Austria
$408K
PG
358
Patten Group
Tennessee
$388K
DWT
359
Dorsey & Whitney Trust
South Dakota
$384K -$4.24K -79 -1%
SEC
360
Seven Eight Capital
New York
$365K +$365K +6,803 New
SIA
361
Strategic Investment Advisors
Michigan
$363K +$34.7K +647 +11%
CG
362
Caprock Group
Idaho
$361K -$68.6K -1,279 -16%
NP
363
NorthRock Partners
Minnesota
$360K +$33.9K +632 +10%
KAS
364
Kestra Advisory Services
Texas
$357K -$31.7K -590 -8%
MIC
365
Means Investment Company
Maine
$356K +$1.99K +37 +0.6%
IAMOG
366
Investors Asset Management of Georgia
Georgia
$354K +$22.5K +420 +7%
Bessemer Group
367
Bessemer Group
New Jersey
$350K -$1.34K -25 -0.4%
QC
368
Quent Capital
New York
$350K -$2.31K -43 -0.7%
Northwestern Mutual Wealth Management
369
Northwestern Mutual Wealth Management
Wisconsin
$347K -$145K -2,711 -30%
JWCA
370
J.W. Coons Advisors
Ohio
$345K +$27.4K +510 +9%
BIG
371
Brooklyn Investment Group
New York
$344K -$13.9K -258 -4%
UB
372
UMB Bank
Missouri
$342K +$2.74K +51 +0.8%
FTDI
373
First Trust Direct Indexing
Massachusetts
$341K +$9.93K +185 +3%
RFC
374
Regions Financial Corp
Alabama
$340K
BP
375
Ballentine Partners
Massachusetts
$338K -$6.55K -122 -2%