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725 hedge funds and large institutions have $12.6B invested in Unum in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 230 increasing their positions, 275 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 56

42% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $22.9M

12% more capital invested

Capital invested by funds: $11.3B → $12.6B (+$1.39B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 682725 (+43)

3.44% more ownership

Funds ownership: 84.38%87.82% (+3.4%)

16% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 275

Holders
725
Holders Change
+43
Holders Change %
+6.3%
% of All Funds
9.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
108
Increased
230
Reduced
275
Closed
56
Calls
$32.4M
Puts
$22.9M
Net Calls
+$9.54M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
376
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$646K +$611K +7,929 New
CB
377
Cadence Bank
Mississippi
$641K -$12.5K -162 -2%
ATPW
378
Ashton Thomas Private Wealth
Arizona
$638K -$128K -1,659 -17%
CAM
379
Campion Asset Management
Virginia
$635K -$38.5K -500 -6%
KAS
380
Kestra Advisory Services
Texas
$633K +$42.4K +550 +8%
MLA
381
My Legacy Advisors
Oregon
$628K +$23.4K +304 +4%
BCA
382
Bay Colony Advisors
Massachusetts
$615K -$5.17K -67 -0.9%
SOW
383
State of Wyoming
Wyoming
$599K -$287K -3,721 -34%
BAM
384
Belpointe Asset Management
Nevada
$593K -$144K -1,870 -20%
KWM
385
Kingsman Wealth Management
Florida
$582K +$551K +7,150 New
FHA
386
First Horizon Advisors
Tennessee
$577K -$5.84M -75,813 -91%
GS
387
GTS Securities
New York
$574K +$543K +7,045 New
DWT
388
Dorsey & Whitney Trust
South Dakota
$572K +$4.16K +54 +0.8%
KBC Group
389
KBC Group
Belgium
$565K -$3.57M -46,326 -87%
NP
390
NorthRock Partners
Minnesota
$554K -$36.8K -477 -7%
ACM
391
Aster Capital Management
United Arab Emirates
$553K +$157K +2,038 +44%
Bessemer Group
392
Bessemer Group
New Jersey
$549K +$16K +208 +3%
MF
393
Magnetar Financial
Illinois
$549K +$519K +6,738 New
FCBT
394
First Citizens Bank & Trust
North Carolina
$547K +$65.4K +848 +14%
CL
395
Choreo LLC
Illinois
$539K -$111K -1,442 -18%
PG
396
Patten Group
Tennessee
$528K
QC
397
Quent Capital
New York
$525K
VEA
398
Virtus ETF Advisers
New York
$518K +$490K +6,354 New
PA
399
Prossimo Advisors
California
$516K +$25.4K +329 +5%
GLA
400
Great Lakes Advisors
Illinois
$516K +$91K +1,181 +23%

UNM Hedge Fund Activity: Q1 2025 in Review

725 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2025, worth a combined $12.6B — up 12% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new UNM positions and 56 closed out — a net gain of 52 holders — while 230 added to existing stakes and 275 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $317M. The largest seller was BlackRock, cutting an estimated $124M.

  • 725 institutional investors held Unum (UNM) as of Q1 2025, up from 682 in Q4 2024.
  • Funds reported $12.6B of Unum stock for Q1 2025, up 12% quarter-over-quarter.
  • 108 funds opened new Unum positions in Q1 2025 and 56 closed out, a net change of +52 holders.
  • The largest Unum buyer in Q1 2025 was First Trust Advisors, an estimated $317M added.
  • The largest Unum seller in Q1 2025 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2025.