659 hedge funds and large institutions have $10.3B invested in Unum in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 201 increasing their positions, 296 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

32% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 296

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

48% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 107

Holders
659
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.8M
Puts
$41.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
401
Measured Wealth Private Client Group
New Hampshire
$415K
BJL
402
Brighton Jones LLC
Washington
$413K
TWM
403
Tripletail Wealth Management
Florida
$412K
Credit Agricole
404
Credit Agricole
France
$411K
N
405
Numerai
California
$410K
SAM
406
Shell Asset Management
Netherlands
$407K
PCA
407
Pallas Capital Advisors
Massachusetts
$399K
BMA
408
Brooks Moore & Associates
Tennessee
$397K
KWM
409
Kingsview Wealth Management
Oregon
$395K
VCM
410
Voleon Capital Management
California
$394K
William Blair & Company
411
William Blair & Company
Illinois
$389K
AG
412
AlTi Global
New York
$387K
AWA
413
Arkadios Wealth Advisors
Georgia
$385K
TC
414
TownSquare Capital
Utah
$379K
SAG
415
SageView Advisory Group
California
$379K
EWM
416
Empirical Wealth Management
Washington
$376K
PGA
417
Portland Global Advisors
Maine
$373K
QCG
418
Quadrant Capital Group
Ohio
$366K
ECM
419
Everence Capital Management
Indiana
$363K
PFGIA
420
Patriot Financial Group Insurance Agency
Massachusetts
$361K
PWM
421
Perigon Wealth Management
California
$353K
BP
422
Ballentine Partners
Massachusetts
$352K
SC
423
Syon Capital
California
$349K
AAM
424
Advisors Asset Management
Colorado
$349K
KPWS
425
Kestra Private Wealth Services
Texas
$348K