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451 hedge funds and large institutions have $4.87B invested in Unum in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 181 increasing their positions, 146 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 146

1.69% more ownership

Funds ownership: 82.39%84.09% (+1.7%)

4% more capital invested

Capital invested by funds: $4.67B → $4.87B (+$206M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 57

9% less call options, than puts

Call options by funds: $38.5M | Put options by funds: $42.1M

2% less funds holding

Funds holding: 459451 (-8)

Holders
451
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
181
Reduced
146
Closed
57
Calls
$38.5M
Puts
$42.1M
Net Calls
-$3.59M
Net Calls Change
-$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$32K
CWM
377
Cranbrook Wealth Management
Michigan
$31K
HI
378
Hoey Investments
Pennsylvania
$30K
Loomis, Sayles & Company
379
Loomis, Sayles & Company
Massachusetts
$29K -$6.61K -225 -18%
CWP
380
Concord Wealth Partners
Virginia
$29K +$24.6K +838 +439%
NSB
381
Norway Savings Bank
Maine
$28K
RG
382
Retirement Group
California
$27K
CA
383
Clearstead Advisors
Ohio
$27K +$28.1K +955 New
MWC
384
MBM Wealth Consultants
Missouri
$25K
APA
385
American Portfolios Advisors
New York
$24.4K
Capstone Investment Advisors
386
Capstone Investment Advisors
New York
$24K +$24.3K +828 New
GAM
387
Gemmer Asset Management
California
$23K +$823 +28 +4%
RTC
388
Riverview Trust Company
Washington
$23K +$23.5K +800 New
FMT
389
First Mercantile Trust
Tennessee
$21K -$2.41K -82 -10%
GWS
390
Glassman Wealth Services
Virginia
$21K +$676 +23 +3%
SB
391
Strategic Blueprint
Georgia
$20K +$20.9K +712 New
Federated Hermes
392
Federated Hermes
Pennsylvania
$19K -$1.49M -50,704 -99%
DekaBank Deutsche Girozentrale
393
DekaBank Deutsche Girozentrale
Germany
$19K
TCWA
394
Ten Capital Wealth Advisors
Washington
$19K +$19.3K +658 New
AWM
395
Accel Wealth Management
Iowa
$14K
SPIA
396
Steward Partners Investment Advisory
New York
$14K
FCA
397
FinTrust Capital Advisors
South Carolina
$13K
DFCM
398
Dark Forest Capital Management
Puerto Rico
$13K +$13.2K +450 New
TFO
399
Tarbox Family Office
California
$12K -$3.73K -127 -23%
BCWM
400
Bartlett & Co Wealth Management
Ohio
$11.1K