We are live on ! Find out more

682 hedge funds and large institutions have $11.3B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 220 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 49

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $9.3B → $11.3B (+$1.95B)

10% more funds holding

Funds holding: 621682 (+61)

9% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $67.5M

0.11% more ownership

Funds ownership: 84.27%84.38% (+0.11%)

12% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 250

Holders
682
Holders Change
+61
Holders Change %
+9.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
118
Increased
220
Reduced
250
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Belpointe Asset Management
Nevada
$508K +$13K +189 +2%
BP
377
Ballentine Partners
Massachusetts
$503K +$6K +87 +1%
CJ
378
Caitlin John
Michigan
$503K -$17K -247 -3%
AWM
379
AE Wealth Management
Kansas
$498K +$29.6K +430 +7%
AI
380
AdvisorShares Investments
Maryland
$497K -$117K -1,700 -20%
MIC
381
Means Investment Company
Maine
$492K +$1.31K +19 +0.3%
VT
382
Vise Technologies
New York
$484K +$457K +6,630 New
JWCA
383
J.W. Cole Advisors
Florida
$484K -$37.8K -549 -8%
GC
384
Guggenheim Capital
Illinois
$482K -$21.3M -308,727 -98%
Bessemer Group
385
Bessemer Group
New Jersey
$478K +$9.86K +143 +2%
A
386
AlphaQuest
New York
$477K -$2.41M -34,941 -84%
CAG
387
Csenge Advisory Group
Florida
$474K -$116K -1,677 -21%
PG
388
Patten Group
Tennessee
$473K -$51.8K -751 -10%
SCM
389
Shelton Capital Management
Colorado
$471K -$45.7K -663 -9%
QC
390
Quent Capital
New York
$470K -$9.03K -131 -2%
SRL
391
Scientech Research LLC
New Jersey
$467K +$441K +6,391 New
AA
392
ALPS Advisors
Colorado
$464K
RFC
393
Regions Financial Corp
Alabama
$462K -$3.72K -54 -0.8%
FFM
394
Forum Financial Management
Illinois
$460K +$6.14K +89 +1%
JWCA
395
J.W. Coons Advisors
Ohio
$457K -$7.51K -109 -2%
IAMOG
396
Investors Asset Management of Georgia
Georgia
$454K +$414 +6 +0.1%
ACM
397
Advisors Capital Management
New Jersey
$451K +$22.3K +323 +6%
VIA
398
Virtus Investment Advisers
Connecticut
$446K
BIG
399
Brooklyn Investment Group
New York
$442K -$36.7K -533 -8%
Brown Advisory
400
Brown Advisory
Maryland
$442K -$50.2K -728 -11%

UNM Hedge Fund Activity: Q4 2024 in Review

682 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2024, worth a combined $11.3B — up 21% from $9.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new UNM positions and 49 closed out — a net gain of 69 holders — while 220 added to existing stakes and 250 trimmed.

The largest buyer was Vanguard Group, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 682 institutional investors held Unum (UNM) as of Q4 2024, up from 621 in Q3 2024.
  • Funds reported $11.3B of Unum stock for Q4 2024, up 21% quarter-over-quarter.
  • 118 funds opened new Unum positions in Q4 2024 and 49 closed out, a net change of +69 holders.
  • The largest Unum buyer in Q4 2024 was Vanguard Group, an estimated $110M added.
  • The largest Unum seller in Q4 2024 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2024.