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444 hedge funds and large institutions have $4.06B invested in Unum in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 139 increasing their positions, 178 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.19% less ownership

Funds ownership: 81.68%81.49% (-0.19%)

3% less capital invested

Capital invested by funds: $4.18B → $4.06B (-$120M)

3% less funds holding

Funds holding: 458444 (-14)

13% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 72

22% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 178

49% less call options, than puts

Call options by funds: $31.6M | Put options by funds: $61.7M

Holders
444
Holders Change
-14
Holders Change %
-3.06%
% of All Funds
6.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
63
Increased
139
Reduced
178
Closed
72
Calls
$31.6M
Puts
$61.7M
Net Calls
-$30.1M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
401
Charter Oak Capital Management
New Hampshire
$6K
GLLW
402
Graves Light Lenhart Wealth
Virginia
$6K
NOI
403
Newton One Investments
Delaware
$6K
OC
404
Oakworth Capital
Alabama
$6K
PCG
405
Private Capital Group
Connecticut
$6K
WTC
406
WhitTier Trust Company
Nevada
$6K +$4.48K +175 +199%
WFS
407
Widmann Financial Services
Maryland
$6K +$7.25K +283 New
SWA
408
Sutton Wealth Advisors
Florida
$5.77K +$717 +28 +14%
PMFA
409
Plante Moran Financial Advisors
Michigan
$5K +$4.76K +186 New
FAG
410
Fortitude Advisory Group
Washington
$5K +$5.61K +219 New
EW
411
Evoke Wealth
California
$4K -$1.18K -46 -21%
TFO
412
Tarbox Family Office
California
$4K -$1.05K -41 -21%
HFM
413
Hartford Financial Management
Connecticut
$4K
IFAM
414
Institutional & Family Asset Management
Colorado
$4K
MAM
415
McCarthy Asset Management
California
$4K
BIA
416
Bell Investment Advisors
California
$3K -$384 -15 -11%
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$3K
WT
418
Washington Trust
Rhode Island
$3K
SFM
419
Signet Financial Management
New Jersey
$3K +$2.74K +107 New
ZIG
420
Zullo Investment Group
Pennsylvania
$3K +$2.92K +114 New
IA
421
IFP Advisors
Florida
$2K -$123K -4,790 -98%
MCM
422
Manchester Capital Management
Vermont
$2K -$2.53K -99 -59%
EARNEST Partners
423
EARNEST Partners
Georgia
$2K
PPWM
424
PFG Private Wealth Management
Florida
$2K
WT
425
Whittier Trust
California
$2K