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444 hedge funds and large institutions have $4.06B invested in Unum in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 139 increasing their positions, 178 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.19% less ownership

Funds ownership: 81.68%81.49% (-0.19%)

3% less capital invested

Capital invested by funds: $4.18B → $4.06B (-$120M)

3% less funds holding

Funds holding: 458444 (-14)

13% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 72

22% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 178

49% less call options, than puts

Call options by funds: $31.6M | Put options by funds: $61.7M

Holders
444
Holders Change
-14
Holders Change %
-3.06%
% of All Funds
6.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
63
Increased
139
Reduced
178
Closed
72
Calls
$31.6M
Puts
$61.7M
Net Calls
-$30.1M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
376
Concord Wealth Partners
Virginia
$21K +$4.02K +157 +22%
Manulife (Manufacturers Life Insurance)
377
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.3K -$4.72M -184,238 -18%
NSIM
378
North Star Investment Management
Illinois
$20K +$51 +2 +0.3%
AP
379
Arlington Partners
Alabama
$20K +$21.2K +830 New
PG
380
Proffitt & Goodson
Tennessee
$19K -$92.8K -3,625 -82%
GAM
381
Gemmer Asset Management
California
$19K
GWS
382
Glassman Wealth Services
Virginia
$19K +$1.25K +49 +7%
CFO
383
CVA Family Office
Colorado
$19K +$20K +780 New
APA
384
American Portfolios Advisors
New York
$18.6K
Koshinski Asset Management
385
Koshinski Asset Management
Illinois
$18.4K +$19.2K +750 New
AA
386
Addison Advisors
Vermont
$17K +$17.2K +673 New
TCWA
387
Ten Capital Wealth Advisors
Washington
$16K
TWM
388
Tradition Wealth Management
Minnesota
$16K +$10.8K +422 +192%
BWA
389
BDO Wealth Advisors
Florida
$14K -$1.51M -58,876 -99%
BBPWM
390
Blue Bell Private Wealth Management
Pennsylvania
$14K +$14.4K +561 New
SWM
391
Spire Wealth Management
Virginia
$12K +$12.2K +478 New
FCA
392
FinTrust Capital Advisors
South Carolina
$11K
EWA
393
EverSource Wealth Advisors
Alabama
$11K +$11.5K +449 New
VRS
394
Virginia Retirement Systems
Virginia
$10.6K +$192K +7,500 +2%
AWM
395
Accel Wealth Management
Iowa
$10K
BWP
396
Baldwin Wealth Partners
Massachusetts
$10K
CWS
397
Confluence Wealth Services
Pennsylvania
$10K +$10.5K +410 New
RA
398
Rise Advisors
New York
$9.66K +$10.1K +393 New
WTA
399
Washington Trust Advisors
Massachusetts
$8K +$8.19K +320 New
HWA
400
Heritage Wealth Advisors
Virginia
$7K