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Unum
UNM

Overview Fund Activity

553 hedge funds and large institutions have $7.95B invested in Unum in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 183 increasing their positions, 199 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+31
Holders Change %
+5.94%
% of All Funds
8.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
82
Increased
183
Reduced
199
Closed
47
Calls
$114M
Puts
$51.4M
Net Calls
+$62.3M
Net Calls Change
+$9.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$589M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$78.2M
3
Viking Global Investors
Viking Global Investors
Connecticut
$251M
4
Man Group
Man Group
United Kingdom
$31.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$55.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$26.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$303M
3
BlackRock
BlackRock
New York
$1.1B
4
SSA
Schonfeld Strategic Advisors
New York
$21.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
376
Crawford Investment Counsel
Georgia
$302K – – –
QCM
377
Qsemble Capital Management
New York
$301K +$301K +6,300 New
FFM
378
Forum Financial Management
Illinois
$296K -$1.19K -25 -0.4%
QC
379
Quent Capital
New York
$292K +$382 +8 +0.1%
JWCA
380
J.W. Coons Advisors
Ohio
$290K +$1.91K +40 +0.7%
DTL
381
Dynamic Technology Lab
Singapore
$290K -$2.91M -61,066 -91%
AIM
382
Aigen Investment Management
New York
$288K -$6.39K -134 -2%
SAM
383
Shell Asset Management
Netherlands
$284K -$1.62K -34 -0.6%
GT
384
Glenview Trust
Kentucky
$280K – – –
TWM
385
TriaGen Wealth Management
California
$278K +$2.05K +43 +0.7%
IWM
386
IHT Wealth Management
Illinois
$275K +$1.48K +31 +0.5%
TC
387
TownSquare Capital
Utah
$274K +$4.82K +101 +2%
CIBC Asset Management
388
CIBC Asset Management
Ontario, Canada
$272K +$2.48K +52 +0.9%
MWC
389
MBM Wealth Consultants
Missouri
$272K +$91.4K +1,921 +51%
CCA
390
Cobblestone Capital Advisors
New York
$270K – – –
FA
391
Fountainhead AM
New Jersey
$270K +$1.91K +40 +0.7%
PWM
392
Paulson Wealth Management
Illinois
$270K +$270K +5,656 New
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$267K +$11.2K +234 +4%
PA
394
Profund Advisors
Maryland
$266K -$53.9K -1,130 -17%
WI
395
Wintrust Investments
Illinois
$266K +$266K +5,570 New
DCM
396
Dupont Capital Management
Delaware
$266K -$30.2K -634 -10%
CT
397
Coastline Trust
Rhode Island
$266K – – –
WCA
398
Westover Capital Advisors
Delaware
$264K +$264K +5,543 New
ACI
399
Alpha Cubed Investments
California
$262K – – –
LSA
400
Lion Street Advisors
Texas
$256K +$1.27K +50 +0.5%
14 15
16
17 18