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682 hedge funds and large institutions have $11.3B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 220 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 49

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $9.3B → $11.3B (+$1.95B)

10% more funds holding

Funds holding: 621682 (+61)

9% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $67.5M

0.11% more ownership

Funds ownership: 84.27%84.38% (+0.11%)

12% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 250

Holders
682
Holders Change
+61
Holders Change %
+9.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
118
Increased
220
Reduced
250
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
351
Meeder Advisory Services
Ohio
$643K +$4.48K +65 +0.7%
P
352
&Partners
Tennessee
$632K +$264K +3,834 +81%
GRP
353
Global Retirement Partners
California
$608K +$2K +29 +0.3%
CAM
354
Campion Asset Management
Virginia
$606K -$6.89K -100 -1%
SG Americas Securities
355
SG Americas Securities
New York
$606K -$23.5K -341 -4%
STA
356
Summit Trail Advisors
New York
$591K +$179K +2,600 +47%
CL
357
Choreo LLC
Illinois
$588K -$133K -1,929 -19%
CB
358
Cadence Bank
Mississippi
$586K
CAM
359
Cresset Asset Management
Illinois
$582K -$2.29M -33,265 -81%
PAS
360
Point72 Asia (Singapore)
Singapore
$577K -$1.31M -18,981 -71%
GI
361
GAMMA Investing
California
$576K +$46.9K +680 +9%
BCA
362
Bay Colony Advisors
Massachusetts
$566K +$85.6K +1,242 +19%
CGL
363
Clarius Group LLC
Washington
$566K
Los Angeles Capital Management
364
Los Angeles Capital Management
California
$561K -$106K -1,541 -17%
IPW
365
Impact Partnership Wealth
Georgia
$543K +$513K +7,440 New
MLA
366
My Legacy Advisors
Oregon
$543K -$8.82K -128 -2%
LNWWM
367
Laird Norton Wetherby Wealth Management
California
$535K -$17.4K -252 -3%
NP
368
NorthRock Partners
Minnesota
$532K +$17K +246 +3%
MWPCG
369
Measured Wealth Private Client Group
New Hampshire
$531K +$502K +7,276 New
KAS
370
Kestra Advisory Services
Texas
$527K +$79.2K +1,149 +19%
Baird Financial Group
371
Baird Financial Group
Wisconsin
$524K +$242K +3,506 +96%
DG
372
DMC Group
Alabama
$519K +$180K +2,605 +58%
BFG
373
Bleakley Financial Group
New Jersey
$514K +$16.2K +235 +3%
BFM
374
Boothbay Fund Management
New York
$514K +$485K +7,042 New
DWT
375
Dorsey & Whitney Trust
South Dakota
$509K +$138 +2 +0%

UNM Hedge Fund Activity: Q4 2024 in Review

682 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2024, worth a combined $11.3B — up 21% from $9.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new UNM positions and 49 closed out — a net gain of 69 holders — while 220 added to existing stakes and 250 trimmed.

The largest buyer was Vanguard Group, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 682 institutional investors held Unum (UNM) as of Q4 2024, up from 621 in Q3 2024.
  • Funds reported $11.3B of Unum stock for Q4 2024, up 21% quarter-over-quarter.
  • 118 funds opened new Unum positions in Q4 2024 and 49 closed out, a net change of +69 holders.
  • The largest Unum buyer in Q4 2024 was Vanguard Group, an estimated $110M added.
  • The largest Unum seller in Q4 2024 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2024.