We are live on ! Find out more

451 hedge funds and large institutions have $4.87B invested in Unum in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 181 increasing their positions, 146 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 146

1.69% more ownership

Funds ownership: 82.39%84.09% (+1.7%)

4% more capital invested

Capital invested by funds: $4.67B → $4.87B (+$206M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 57

9% less call options, than puts

Call options by funds: $38.5M | Put options by funds: $42.1M

2% less funds holding

Funds holding: 459451 (-8)

Holders
451
Holders Change
-8
Holders Change %
-1.74%
% of All Funds
7.85%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
53
Increased
181
Reduced
146
Closed
57
Calls
$38.5M
Puts
$42.1M
Net Calls
-$3.59M
Net Calls Change
-$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
401
Advisornet Financial
Minnesota
$11K
BWP
402
Baldwin Wealth Partners
Massachusetts
$11K
BC
403
Bartlett & Co
Ohio
$11K
SCA
404
Stonebridge Capital Advisors
Minnesota
$11K
AP
405
Atwood & Palmer
Missouri
$10K
EWA
406
Evolution Wealth Advisors
Florida
$9K
HWA
407
Heritage Wealth Advisors
Virginia
$8.63K
FHC
408
First Horizon Corporation
Tennessee
$8K
CCM
409
Covington Capital Management
California
$8K +$59 +2 +0.7%
GLLW
410
Graves Light Lenhart Wealth
Virginia
$7K
OC
411
Oakworth Capital
Alabama
$7K
PCG
412
Private Capital Group
Connecticut
$7K
NOI
413
Newton One Investments
Delaware
$7K +$7.52K +256 New
EW
414
Evoke Wealth
California
$6K -$4K -136 -38%
EI
415
Ellevest Inc
New York
$6K -$1.09K -37 -15%
TWM
416
Tradition Wealth Management
Minnesota
$6K +$5.88K +200 New
BU
417
BBVA USA
Alabama
$6K +$5.97K +203 New
GRP
418
Global Retirement Partners
California
$6K +$6.38K +217 New
COCM
419
Charter Oak Capital Management
New Hampshire
$6K +$6.64K +226 New
SWA
420
Sutton Wealth Advisors
Florida
$5.88K
IFAM
421
Institutional & Family Asset Management
Colorado
$5K -$24K -817 -82%
MCM
422
Manchester Capital Management
Vermont
$5K
MAM
423
McCarthy Asset Management
California
$5K
PGAM
424
Princeton Global Asset Management
New Jersey
$4K -$4.41K -150 -50%
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$4K