729 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 272

2% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
729
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$35.5M
Net Calls
Net Calls Change

Top Buyers

1 +$50.9M
2 +$49.8M
3 +$44.2M
4
UBS Group
UBS Group
Switzerland
+$39.4M
5
Morgan Stanley
Morgan Stanley
New York
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
351
Petra Financial Advisors
Colorado
$785K
VVP
352
Venture Visionary Partners
Ohio
$770K
Pacer Advisors
353
Pacer Advisors
Pennsylvania
$764K
ONB
354
Old National Bancorp
Indiana
$762K
ACM
355
Aster Capital Management
United Arab Emirates
$758K
URS
356
Utah Retirement Systems
Utah
$739K
IWC
357
Integrated Wealth Concepts
Massachusetts
$734K
GI
358
GAMMA Investing
California
$731K
AAS
359
Avantax Advisory Services
Texas
$731K
UCFA
360
United Capital Financial Advisors
Texas
$729K
OPA
361
Old Port Advisors
Maine
$727K
EAM
362
Erste Asset Management
Austria
$716K
Focus Partners Wealth
363
Focus Partners Wealth
Massachusetts
$714K
AG
364
AIA Group
Hong Kong
$706K
MA
365
Mutual Advisors
Nebraska
$701K
HWM
366
HB Wealth Management
Georgia
$691K
Group One Trading
367
Group One Trading
Illinois
$691K
AWM
368
AE Wealth Management
Kansas
$688K
DBIA
369
Dumont & Blake Investment Advisors
New Jersey
$687K
MSRPS
370
Maryland State Retirement & Pension System
Maryland
$685K
ZIM
371
Zacks Investment Management
Illinois
$684K
HIM
372
Hanlon Investment Management
New Jersey
$682K
GRP
373
Global Retirement Partners
California
$673K
P
374
&Partners
Tennessee
$672K
DADC
375
D.A. Davidson & Co
Montana
$657K