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Unum
UNM

Overview Fund Activity

553 hedge funds and large institutions have $7.95B invested in Unum in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 183 increasing their positions, 199 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+31
Holders Change %
+5.94%
% of All Funds
8.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
82
Increased
183
Reduced
199
Closed
47
Calls
$114M
Puts
$51.4M
Net Calls
+$62.3M
Net Calls Change
+$9.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$589M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$78.2M
3
Viking Global Investors
Viking Global Investors
Connecticut
$251M
4
Man Group
Man Group
United Kingdom
$31.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$55.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$26.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$303M
3
BlackRock
BlackRock
New York
$1.1B
4
SSA
Schonfeld Strategic Advisors
New York
$21.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
401
Mather Group
Illinois
$251K +$251K +5,267 New
RJT
402
Raymond James Trust
Florida
$249K +$249K +5,211 New
IA
403
IFP Advisors
Florida
$249K +$106K +2,212 +74%
PCMC
404
Paragon Capital Management (Colorado)
Colorado
$246K -$71K -1,488 -22%
RIA
405
Realta Investment Advisors
Delaware
$243K +$668 +14 +0.3%
GS
406
GTS Securities
New York
$241K +$241K +5,057 New
FFP
407
FourThought Financial Partners
Florida
$241K -$954 -20 -0.4%
WAM
408
Watershed Asset Management
California
$240K -$68.3K -1,431 -22%
DADC
409
D.A. Davidson & Co
Montana
$238K -$13.3K -279 -5%
PA
410
Prossimo Advisors
California
$238K +$238K +4,990 New
VWA
411
V Wealth Advisors
Kansas
$237K +$237K +4,975 New
Bank of Nova Scotia
412
Bank of Nova Scotia
Ontario, Canada
$235K -$178K -3,732 -43%
BCA
413
Bay Colony Advisors
Massachusetts
$228K +$228K +4,780 New
KBC Group
414
KBC Group
Belgium
$228K – – –
TFA
415
Toth Financial Advisory
Virginia
$227K – – –
VCA
416
Verdence Capital Advisors
Maryland
$226K +$226K +4,744 New
B
417
Bailard
California
$219K +$219K +4,600 New
TA
418
Tiedemann Advisors
New York
$218K +$218K +4,579 New
DAM
419
Delta Asset Management
Tennessee
$206K +$206K +4,325 New
NP
420
NorthRock Partners
Minnesota
$205K +$205K +4,295 New
STA
421
Summit Trail Advisors
New York
$202K +$202K +4,232 New
MAS
422
Meeder Advisory Services
Ohio
$202K +$202K +4,231 New
JCM
423
Jacobi Capital Management
Pennsylvania
$200K +$200K +4,196 New
SG Americas Securities
424
SG Americas Securities
New York
$198K -$794K -16,614 -80%
JWM
425
Janiczek Wealth Management
Colorado
$197K +$18.2K +381 +10%
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17
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