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577 hedge funds and large institutions have $8.25B invested in Unum in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

3% more call options, than puts

Call options by funds: $39M | Put options by funds: $37.8M

0% less funds holding

Funds holding: 579577 (-2)

1.12% less ownership

Funds ownership: 86.39%85.27% (-1.1%)

7% less capital invested

Capital invested by funds: $8.87B → $8.25B (-$618M)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

Holders
577
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
66
Increased
195
Reduced
224
Closed
59
Calls
$39M
Puts
$37.8M
Net Calls
+$1.18M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
351
Meeder Advisory Services
Ohio
$334K +$128K +2,467 +61%
SIA
352
Strategic Investment Advisors
Michigan
$333K -$12.7K -245 -4%
AWM
353
Accurate Wealth Management
Florida
$332K -$15.1K -291 -4%
WIA
354
Wetzel Investment Advisors
Indiana
$332K
JWCA
355
J.W. Coons Advisors
Ohio
$328K +$103 +2 +0%
BAM
356
Blueshift Asset Management
New Jersey
$328K +$332K +6,409 New
Northwestern Mutual Wealth Management
357
Northwestern Mutual Wealth Management
Wisconsin
$325K -$5.43K -105 -2%
BP
358
Ballentine Partners
Massachusetts
$325K +$2.69K +52 +0.8%
RFC
359
Regions Financial Corp
Alabama
$323K
BFG
360
Bleakley Financial Group
New Jersey
$322K +$34.3K +662 +12%
SW
361
Simplicity Wealth
New Jersey
$322K +$34.3K +662 +12%
Bessemer Group
362
Bessemer Group
New Jersey
$320K -$13K -252 -4%
FFM
363
Forum Financial Management
Illinois
$317K +$466 +9 +0.1%
IAMOG
364
Investors Asset Management of Georgia
Georgia
$317K -$20.4K -394 -6%
Sumitomo Mitsui Trust Group
365
Sumitomo Mitsui Trust Group
Japan
$317K -$1.85M -35,705 -85%
FIM
366
Freedom Investment Management
Connecticut
$313K +$6.83K +132 +2%
VIA
367
Virtus Investment Advisers
Connecticut
$312K -$150K -2,900 -32%
Daiwa Securities Group
368
Daiwa Securities Group
Japan
$312K +$15.5K +300 +5%
ATPW
369
Ashton Thomas Private Wealth
Arizona
$310K +$2.48K +48 +0.8%
MM
370
MQS Management
New York
$310K +$314K +6,067 New
WI
371
Wintrust Investments
Illinois
$309K -$1.03K -20 -0.3%
AL
372
Arnhold LLC
New York
$307K
NA
373
NewEdge Advisors
Louisiana
$306K -$5.07K -98 -2%
PA
374
Prossimo Advisors
California
$305K -$4.14K -80 -1%
CC
375
Callan Capital
California
$305K +$80.1K +1,549 +35%

UNM Hedge Fund Activity: Q2 2024 in Review

577 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2024, worth a combined $8.25B — down 7% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new UNM positions and 59 closed out — a net gain of 7 holders — while 195 added to existing stakes and 224 trimmed.

The largest buyer was Norges Bank, adding an estimated $68M. The largest seller was Nordea Investment Management, cutting an estimated $32.6M.

  • 577 institutional investors held Unum (UNM) as of Q2 2024, down from 579 in Q1 2024.
  • Funds reported $8.25B of Unum stock for Q2 2024, down 7% quarter-over-quarter.
  • 66 funds opened new Unum positions in Q2 2024 and 59 closed out, a net change of +7 holders.
  • The largest Unum buyer in Q2 2024 was Norges Bank, an estimated $68M added.
  • The largest Unum seller in Q2 2024 was Nordea Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2024.