568 hedge funds and large institutions have $7.68B invested in Unum in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 195 increasing their positions, 220 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-8
Holders Change %
-1.39%
% of All Funds
8.33%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
73
Increased
195
Reduced
220
Closed
73
Calls
$51.1M
Puts
$30.2M
Net Calls
+$21M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
376
Bessemer Group
New Jersey
$296K -$231K -5,098 -44%
BP
377
Ballentine Partners
Massachusetts
$290K -$40.9K -905 -12%
RFC
378
Regions Financial Corp
Alabama
$286K -$19.1K -422 -6%
UB
379
UMB Bank
Missouri
$286K -$1.76K -39 -0.6%
FFM
380
Forum Financial Management
Illinois
$280K
IAMOG
381
Investors Asset Management of Georgia
Georgia
$279K -$6.78K -150 -2%
FTDI
382
First Trust Direct Indexing
Massachusetts
$279K +$11.8K +261 +4%
BFG
383
Beacon Financial Group
Texas
$277K +$277K +6,131 New
CC
384
Corton Capital
Ontario, Canada
$277K +$277K +6,118 New
SIA
385
Strategic Investment Advisors
Michigan
$277K -$22.6K -500 -8%
AWS
386
Atria Wealth Solutions
New York
$275K -$47.2K -1,043 -15%
NP
387
NorthRock Partners
Minnesota
$275K +$71.9K +1,590 +35%
AL
388
Arnhold LLC
New York
$272K -$181K -3,992 -40%
JWCA
389
J.W. Coons Advisors
Ohio
$267K
GT
390
Glenview Trust
Kentucky
$265K
MWC
391
MBM Wealth Consultants
Missouri
$262K -$17.2K -365 -6%
PWM
392
Paulson Wealth Management
Illinois
$262K -$28K -620 -10%
FA
393
Fountainhead AM
New Jersey
$261K +$2.89K +64 +1%
LSA
394
Lion Street Advisors
Texas
$260K
SOW
395
State of Wyoming
Wyoming
$258K +$11.1K +246 +5%
CCA
396
Cobblestone Capital Advisors
New York
$256K
CIBC Asset Management
397
CIBC Asset Management
Ontario, Canada
$255K
WI
398
Wintrust Investments
Illinois
$255K +$1.72K +38 +0.7%
Envestnet Portfolio Solutions
399
Envestnet Portfolio Solutions
Illinois
$254K -$26.6K -589 -9%
CIC
400
Crawford Investment Counsel
Georgia
$254K +$3.8K +84 +2%