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Unum
UNM

Overview Fund Activity

727 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 270 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
9.76%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
81
Increased
268
Reduced
270
Closed
64
Calls
$34.7M
Puts
$35.5M
Net Calls
-$795K
Net Calls Change
-$10.3M

Top Buyers

1
Ensign Peak Advisors
1
Ensign Peak Advisors
Utah
$57.5M
2
BlackRock
2
BlackRock
New York
$1.48B
3
Victory Capital Management
3
Victory Capital Management
Texas
$178M
4
UBS Group
4
UBS Group
Switzerland
$98.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$313M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.55B
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$18.3M
3
TCA
3
Teewinot Capital Advisers
New York
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$291M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$541M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
401
Atomi Financial Group
New York
$512K +$48K +594 +10%
RFC
402
Regions Financial Corp
Alabama
$511K – – –
REMPR
403
Roof Eidam Maycock Peralta (REMP)
California
$511K +$6.7K +83 +1%
CAG
404
Csenge Advisory Group
Florida
$511K -$17.6K -216 -3%
TC
405
TownSquare Capital
Utah
$509K -$1.49M -18,480 -75%
Aviva
406
Aviva
United Kingdom
$507K +$507K +6,281 New
DWT
407
Dorsey & Whitney Trust
South Dakota
$503K -$64K -792 -11%
QCG
408
Quadrant Capital Group
Ohio
$501K +$11.3K +140 +2%
PA
409
Prossimo Advisors
California
$501K -$10.7K -133 -2%
WS
410
Wedbush Securities
California
$501K +$6.63K +82 +1%
1C
411
111 Capital
France
$497K -$1.12M -13,887 -69%
JWCA
412
J.W. Coons Advisors
Ohio
$495K -$12.5K -155 -2%
MWC
413
MBM Wealth Consultants
Missouri
$493K +$3.55K +44 +0.7%
CPIG
414
Chicago Partners Investment Group
Illinois
$493K +$26.6K +330 +6%
SC
415
SummitTX Capital
Texas
$486K +$85.1K +1,054 +21%
Capstone Investment Advisors
416
Capstone Investment Advisors
New York
$485K +$485K +6,011 New
CIBC Asset Management
417
CIBC Asset Management
Ontario, Canada
$484K – – –
PL
418
Plancorp LLC
Missouri
$483K +$5.57K +69 +1%
GLA
419
Great Lakes Advisors
Illinois
$479K -$31.9K -395 -6%
IAMOG
420
Investors Asset Management of Georgia
Georgia
$479K +$323 +4 +0.1%
GT
421
Glenview Trust
Kentucky
$473K – – –
BMCM
422
Burns Matteson Capital Management
New York
$473K -$24.5K -303 -5%
AWM
423
Aries Wealth Management
Maine
$472K – – –
GS
424
GWN Securities
Florida
$472K +$232K +2,860 +97%
IWM
425
IHT Wealth Management
Illinois
$471K -$13.2K -164 -3%
15 16
17
18 19