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458 hedge funds and large institutions have $4.18B invested in Unum in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 135

26% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 53

2% more funds holding

Funds holding: 451458 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less call options, than puts

Call options by funds: $39.4M | Put options by funds: $42.5M

2.41% less ownership

Funds ownership: 84.09%81.68% (-2.4%)

14% less capital invested

Capital invested by funds: $4.87B → $4.18B (-$690M)

Holders
458
Holders Change
+7
Holders Change %
+1.55%
% of All Funds
8.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
180
Reduced
135
Closed
53
Calls
$39.4M
Puts
$42.5M
Net Calls
-$3.09M
Net Calls Change
+$501K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
376
Lindbrook Capital
California
$29K
MWC
377
MBM Wealth Consultants
Missouri
$29K +$7.33K +277 +32%
CWM
378
Cranbrook Wealth Management
Michigan
$27K
RG
379
Retirement Group
California
$27K
HI
380
Hoey Investments
Pennsylvania
$26K
Loomis, Sayles & Company
381
Loomis, Sayles & Company
Massachusetts
$26K
JIR
382
James Investment Research
Ohio
$25K -$52.9K -2,000 -67%
HNB
383
Huntington National Bank
Ohio
$25K -$12.3K -463 -32%
NSB
384
Norway Savings Bank
Maine
$25K
Acadian Asset Management
385
Acadian Asset Management
Massachusetts
$25K +$26.4K +999 New
PFBT
386
Parkside Financial Bank & Trust
Missouri
$24K -$7.78K -294 -24%
CG
387
Cutler Group
California
$23K -$62.2K -2,350 -72%
CA
388
Clearstead Advisors
Ohio
$23K -$1.46K -55 -6%
CCM
389
Covington Capital Management
California
$22K +$15.6K +588 +206%
RTC
390
Riverview Trust Company
Washington
$20K
NSIM
391
North Star Investment Management
Illinois
$20K +$21.2K +800 New
GAM
392
Gemmer Asset Management
California
$19K -$741 -28 -3%
APA
393
American Portfolios Advisors
New York
$19K -$2.65K -100 -12%
CWP
394
Concord Wealth Partners
Virginia
$18K -$8.74K -330 -32%
GWS
395
Glassman Wealth Services
Virginia
$18K +$53 +2 +0.3%
FMT
396
First Mercantile Trust
Tennessee
$17K -$1.01K -38 -5%
AWA
397
Arkadios Wealth Advisors
Georgia
$17K +$16.7K +629 +786%
TCWA
398
Ten Capital Wealth Advisors
Washington
$16K
SAI
399
Systematic Alpha Investments
New Jersey
$15K +$15.4K +582 New
KIG
400
Kowal Investment Group
Wisconsin
$15K +$16.3K +616 New