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458 hedge funds and large institutions have $4.18B invested in Unum in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 135

26% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 53

2% more funds holding

Funds holding: 451458 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less call options, than puts

Call options by funds: $39.4M | Put options by funds: $42.5M

2.41% less ownership

Funds ownership: 84.09%81.68% (-2.4%)

14% less capital invested

Capital invested by funds: $4.87B → $4.18B (-$690M)

Holders
458
Holders Change
+7
Holders Change %
+1.55%
% of All Funds
8.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
180
Reduced
135
Closed
53
Calls
$39.4M
Puts
$42.5M
Net Calls
-$3.09M
Net Calls Change
+$501K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$12K
GRP
402
Global Retirement Partners
California
$12K +$6.88K +260 +120%
GKWIM
403
Gerber Kawasaki Wealth & Investment Management
California
$12K +$13K +490 New
FCA
404
FinTrust Capital Advisors
South Carolina
$11K
AWM
405
Accel Wealth Management
Iowa
$10K -$2.65K -100 -20%
BWP
406
Baldwin Wealth Partners
Massachusetts
$10K
BC
407
Bartlett & Co
Ohio
$10K
BCWM
408
Bartlett & Co Wealth Management
Ohio
$9.82K
EWA
409
Evolution Wealth Advisors
Florida
$8K
HWA
410
Heritage Wealth Advisors
Virginia
$7.62K
COCM
411
Charter Oak Capital Management
New Hampshire
$6K
GLLW
412
Graves Light Lenhart Wealth
Virginia
$6K
NOI
413
Newton One Investments
Delaware
$6K
OC
414
Oakworth Capital
Alabama
$6K
PCG
415
Private Capital Group
Connecticut
$6K
EI
416
Ellevest Inc
New York
$6K +$344 +13 +6%
TWM
417
Tradition Wealth Management
Minnesota
$6K +$529 +20 +10%
SWA
418
Sutton Wealth Advisors
Florida
$5.19K
TFO
419
Tarbox Family Office
California
$5K -$6.12K -231 -54%
BU
420
BBVA USA
Alabama
$5K
EW
421
Evoke Wealth
California
$5K
IFAM
422
Institutional & Family Asset Management
Colorado
$5K
TAIM
423
TD Ameritrade Investment Management
Nebraska
$5K +$7.6K +287 New
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$4K
MCM
425
Manchester Capital Management
Vermont
$4K