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577 hedge funds and large institutions have $8.25B invested in Unum in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

3% more call options, than puts

Call options by funds: $39M | Put options by funds: $37.8M

0% less funds holding

Funds holding: 579577 (-2)

1.12% less ownership

Funds ownership: 86.39%85.27% (-1.1%)

7% less capital invested

Capital invested by funds: $8.87B → $8.25B (-$618M)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

Holders
577
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
66
Increased
195
Reduced
224
Closed
59
Calls
$39M
Puts
$37.8M
Net Calls
+$1.18M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
376
Bay Colony Advisors
Massachusetts
$301K +$48.5K +937 +19%
Brown Advisory
377
Brown Advisory
Maryland
$301K
GI
378
GAMMA Investing
California
$300K +$145K +2,796 +91%
GT
379
Glenview Trust
Kentucky
$300K
PI
380
PEAK6 Investments
Illinois
$299K +$302K +5,846 New
LSA
381
Lion Street Advisors
Texas
$294K
IWM
382
IHT Wealth Management
Illinois
$288K +$362 +7 +0.1%
ACI
383
Alpha Cubed Investments
California
$281K
BMA
384
Brooks Moore & Associates
Tennessee
$281K +$88K +1,700 +45%
IPW
385
Impact Partnership Wealth
Georgia
$276K +$279K +5,394 New
MWC
386
MBM Wealth Consultants
Missouri
$275K +$2.48K +48 +0.9%
CIBC Asset Management
387
CIBC Asset Management
Ontario, Canada
$275K -$14.4K -279 -5%
Lido Advisors
388
Lido Advisors
California
$272K +$74.7K +1,444 +37%
VFA
389
Valeo Financial Advisors
Indiana
$270K +$273K +5,282 New
MG
390
Mather Group
Illinois
$269K
PCMC
391
Paragon Capital Management (Colorado)
Colorado
$269K +$68.1K +1,316 +33%
PWM
392
Paulson Wealth Management
Illinois
$269K -$10.6K -205 -4%
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$268K +$1.09K +21 +0.4%
AI
394
Atria Investments
North Carolina
$264K +$267K +5,164 New
BTI
395
Blue Trust Inc
Georgia
$261K +$160K +3,086 +174%
SAG
396
SageView Advisory Group
California
$259K +$263K +5,076 New
KWM
397
Kingsview Wealth Management
Oregon
$254K
FCBT
398
First Citizens Bank & Trust
North Carolina
$252K -$375K -7,255 -60%
STA
399
Summit Trail Advisors
New York
$250K +$18.5K +357 +8%
FA
400
Fountainhead AM
New Jersey
$249K -$47.7K -922 -16%

UNM Hedge Fund Activity: Q2 2024 in Review

577 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2024, worth a combined $8.25B — down 7% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new UNM positions and 59 closed out — a net gain of 7 holders — while 195 added to existing stakes and 224 trimmed.

The largest buyer was Norges Bank, adding an estimated $68M. The largest seller was Nordea Investment Management, cutting an estimated $32.6M.

  • 577 institutional investors held Unum (UNM) as of Q2 2024, down from 579 in Q1 2024.
  • Funds reported $8.25B of Unum stock for Q2 2024, down 7% quarter-over-quarter.
  • 66 funds opened new Unum positions in Q2 2024 and 59 closed out, a net change of +7 holders.
  • The largest Unum buyer in Q2 2024 was Norges Bank, an estimated $68M added.
  • The largest Unum seller in Q2 2024 was Nordea Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2024.