670 hedge funds and large institutions have $10.3B invested in Unum in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 207 increasing their positions, 302 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

31% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 302

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

49% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 107

Holders
670
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.8M
Puts
$41.8M
Net Calls
Net Calls Change

Top Sellers

1 -$65.8M
2 -$54.4M
3 -$38.1M
4
Invesco
Invesco
Georgia
-$37.4M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
351
Hennion & Walsh Asset Management
New Jersey
$605K
ZIM
352
Zacks Investment Management
Illinois
$603K
CL
353
Choreo LLC
Illinois
$599K
SLAM
354
Swiss Life Asset Management
$594K
MAS
355
Meeder Advisory Services
Ohio
$593K
CAM
356
Campion Asset Management
Virginia
$592K
CB
357
Cadence Bank
Mississippi
$564K
Aviva
358
Aviva
United Kingdom
$562K
Baird Financial Group
359
Baird Financial Group
Wisconsin
$560K
GWMR
360
GC Wealth Management RIA
Massachusetts
$548K
IA
361
IFP Advisors
Florida
$526K
CIM
362
Cambria Investment Management
California
$522K
SC
363
SummitTX Capital
Texas
$521K
BIG
364
Brooklyn Investment Group
New York
$517K
BCA
365
Bay Colony Advisors
Massachusetts
$515K
WA
366
Wealthstar Advisors
Texas
$512K
ACM
367
Advisors Capital Management
New Jersey
$503K
CFO
368
Callan Family Office
Pennsylvania
$497K
P
369
&Partners
Tennessee
$495K
MWC
370
MBM Wealth Consultants
Missouri
$494K
FFM
371
Forum Financial Management
Illinois
$490K
RFC
372
Regions Financial Corp
Alabama
$489K
DWT
373
Dorsey & Whitney Trust
South Dakota
$485K
A
374
AlphaQuest
New York
$481K
CIBC Asset Management
375
CIBC Asset Management
Ontario, Canada
$466K