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697 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 265 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $8.82M

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

9% more capital invested

Capital invested by funds: $10.4B → $11.3B (+$934M)

8.97% more ownership

Funds ownership: 78.22%87.19% (+9%)

4% more funds holding

Funds holding: 672697 (+25)

24% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
8.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
108
Increased
202
Reduced
265
Closed
70
Calls
$34.8M
Puts
$8.82M
Net Calls
+$26M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
351
Dumont & Blake Investment Advisors
New Jersey
$628K -$25.2K -329 -4%
SOW
352
State of Wyoming
Wyoming
$627K -$399K -5,211 -39%
SC
353
Syon Capital
California
$626K +$275K +3,593 +80%
PCG
354
Prosperity Consulting Group
Maryland
$622K +$8.72K +114 +1%
CL
355
Choreo LLC
Illinois
$622K +$18.4K +241 +3%
TWPM
356
Total Wealth Planning & Management
Florida
$619K +$611K +7,988 New
JF
357
JMN Financial
Ohio
$612K +$603K +7,890 New
VCM
358
Voleon Capital Management
California
$606K +$211K +2,755 +54%
DADC
359
D.A. Davidson & Co
Montana
$603K -$7.88K -103 -1%
MF
360
Magnetar Financial
Illinois
$597K +$589K +7,705 New
GS
361
GWN Securities
Florida
$595K +$137K +1,787 +30%
HWAM
362
Hennion & Walsh Asset Management
New Jersey
$594K -$8.95K -117 -2%
SLAM
363
Swiss Life Asset Management
$592K
ZIM
364
Zacks Investment Management
Illinois
$586K -$14.5K -189 -2%
CAM
365
Campion Asset Management
Virginia
$583K -$5.81K -76 -1%
Envestnet Asset Management
366
Envestnet Asset Management
Illinois
$578K -$474K -6,203 -45%
MAS
367
Meeder Advisory Services
Ohio
$577K -$13.9K -182 -2%
MFS
368
Mirabella Financial Services
United Kingdom
$565K +$558K +7,293 New
CB
369
Cadence Bank
Mississippi
$562K
Baird Financial Group
370
Baird Financial Group
Wisconsin
$561K +$3.44K +45 +0.6%
ACM
371
Advisors Capital Management
New Jersey
$558K +$56K +732 +11%
OAM
372
Oxford Asset Management
United Kingdom
$551K +$544K +7,111 New
FFA
373
Farther Finance Advisors
California
$545K +$278K +3,632 +107%
BBA
374
Baader Bank Aktiengesellschaft
Germany
$529K +$522K +6,831 New
CFO
375
Callan Family Office
Pennsylvania
$528K +$32.3K +422 +7%