576 hedge funds and large institutions have $8.13B invested in Unum in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 193 increasing their positions, 232 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
9.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
67
Increased
193
Reduced
232
Closed
40
Calls
$79.3M
Puts
$46.8M
Net Calls
+$32.5M
Net Calls Change
-$29.8M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
376
J.W. Cole Advisors
Florida
$394K +$394 +8 +0.1%
HWM
377
HB Wealth Management
Georgia
$392K +$392K +7,967 New
SC
378
Savant Capital
Illinois
$390K +$13.1K +266 +3%
WI
379
WBI Investments
New Jersey
$390K -$2.04M -41,422 -84%
CG
380
Caprock Group
Idaho
$382K +$4.48K +91 +1%
EAM
381
Erste Asset Management
Austria
$379K +$175K +3,500 +85%
NRD
382
Nebula Research & Development
New York
$372K +$372K +7,565 New
Sumitomo Mitsui Trust Group
383
Sumitomo Mitsui Trust Group
Japan
$364K -$1.93M -39,278 -84%
BP
384
Ballentine Partners
Massachusetts
$361K +$25.4K +517 +8%
DWT
385
Dorsey & Whitney Trust
South Dakota
$356K
PG
386
Patten Group
Tennessee
$351K -$19.7K -400 -5%
AWS
387
Atria Wealth Solutions
New York
$350K -$3.3K -67 -0.9%
SAG
388
SageView Advisory Group
California
$350K -$26.4K -537 -7%
RFC
389
Regions Financial Corp
Alabama
$332K +$20.8K +422 +7%
MIC
390
Means Investment Company
Maine
$330K -$35.5K -722 -10%
KWM
391
Kingsview Wealth Management
Oregon
$330K -$38.4K -780 -10%
FIM
392
Freedom Investment Management
Connecticut
$326K -$59.8K -1,216 -16%
SIA
393
Strategic Investment Advisors
Michigan
$325K +$3.94K +80 +1%
TC
394
TownSquare Capital
Utah
$321K +$38.8K +788 +14%
PWM
395
Paulson Wealth Management
Illinois
$315K +$36.9K +751 +13%
UB
396
UMB Bank
Missouri
$313K
IAMOG
397
Investors Asset Management of Georgia
Georgia
$309K -$48.8K -1,000 -14%
Envestnet Portfolio Solutions
398
Envestnet Portfolio Solutions
Illinois
$305K +$305K +6,203 New
FFM
399
Forum Financial Management
Illinois
$305K
QC
400
Quent Capital
New York
$302K +$394 +8 +0.1%