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Unum
UNM

Overview Fund Activity

524 hedge funds and large institutions have $7.01B invested in Unum in 2022 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 172 increasing their positions, 189 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+35
Holders Change %
+7.16%
% of All Funds
8.45%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
83
Increased
172
Reduced
189
Closed
39
Calls
$69.1M
Puts
$34.7M
Net Calls
+$34.4M
Net Calls Change
-$16.8M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$424M
2
BlackRock
2
BlackRock
New York
$1.02B
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$57M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$103M
5
GC
5
Gillson Capital
Illinois
$19.3M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$141M
2
MCM
2
Moore Capital Management
New York
$0
3
BCPEMI
3
Bain Capital Public Equity Management II
Massachusetts
$0
4
DSC
4
Donald Smith & Co
New York
$156M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
376
Coastline Trust
Rhode Island
$229K – – –
Loomis, Sayles & Company
377
Loomis, Sayles & Company
Massachusetts
$225K +$118K +2,873 +110%
JWCA
378
J.W. Coons Advisors
Ohio
$223K +$223K +5,445 New
PFGIA
379
Patriot Financial Group Insurance Agency
Massachusetts
$220K -$18.3K -446 -8%
DADC
380
D.A. Davidson & Co
Montana
$215K -$43.8K -1,068 -17%
BCA
381
Bay Colony Advisors
Massachusetts
$214K +$214K +5,223 New
CIBC Asset Management
382
CIBC Asset Management
Ontario, Canada
$214K -$130K -3,173 -38%
NP
383
NorthRock Partners
Minnesota
$213K -$123 -3 -0.1%
AT
384
Arden Trust
Delaware
$213K -$20.4K -497 -9%
HIM
385
Hanlon Investment Management
New Jersey
$211K +$211K +5,141 New
FFP
386
FourThought Financial Partners
Florida
$209K +$209K +5,088 New
GTCM
387
Gyon Technologies Capital Management
New Jersey
$208K -$470K -11,454 -69%
WP
388
WealthSource Partners
California
$205K +$205K +4,990 New
VWA
389
V Wealth Advisors
Kansas
$204K +$204K +4,975 New
Nomura Asset Management
390
Nomura Asset Management
Japan
$203K – – –
RIA
391
Realta Investment Advisors
Delaware
$201K -$15.9K -387 -7%
TFA
392
Toth Financial Advisory
Virginia
$194K – – –
Group One Trading
393
Group One Trading
Illinois
$179K +$179K +4,363 New
CFGS
394
Concourse Financial Group Securities
Alabama
$178K +$25.6K +625 +17%
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$171K -$901 -22 -0.5%
EAM
396
Erste Asset Management
Austria
$169K +$169K +4,100 New
CT
397
Cambridge Trust
Massachusetts
$164K -$697 -17 -0.4%
MWC
398
MBM Wealth Consultants
Missouri
$153K +$28.2K +699 +23%
FCA
399
Fortis Capital Advisors
Kansas
$150K +$150K +3,644 New
SSG
400
Summit Securities Group
New York
$148K +$41 +1 +0%
14 15
16
17 18