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Unum
UNM

Overview Fund Activity

576 hedge funds and large institutions have $8.13B invested in Unum in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 193 increasing their positions, 232 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
9.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
67
Increased
193
Reduced
232
Closed
40
Calls
$79.3M
Puts
$46.8M
Net Calls
+$32.5M
Net Calls Change
-$29.8M

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
$50.4M
2
CCMG
Clark Capital Management Group
Pennsylvania
$29.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$54.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.6M
5
AQR Capital Management
AQR Capital Management
Connecticut
$174M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$28.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$279M
3
Man Group
Man Group
United Kingdom
$30.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.75M
5
Viking Global Investors
Viking Global Investors
Connecticut
$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWC
401
MBM Wealth Consultants
Missouri
$297K +$11.1K +223 +4%
AC
402
Aristides Capital
Kentucky
$295K -$98.4K -2,000 -25%
BFG
403
Bleakley Financial Group
New Jersey
$293K -$56.5K -1,148 -16%
SS
404
Simplicity Solutions
Minnesota
$293K -$53.2K -1,082 -15%
JWCA
405
J.W. Coons Advisors
Ohio
$291K -$8.36K -170 -3%
FTDI
406
First Trust Direct Indexing
Massachusetts
$291K -$276K -5,621 -49%
GT
407
Glenview Trust
Kentucky
$288K – – –
SAM
408
Shell Asset Management
Netherlands
$288K -$4.48K -91 -2%
TWM
409
TriaGen Wealth Management
California
$287K +$295 +6 +0.1%
LSA
410
Lion Street Advisors
Texas
$283K -$212K -4,319 -43%
FA
411
Fountainhead AM
New Jersey
$281K +$2.07K +42 +0.7%
SPA
412
Sherbrooke Park Advisers
New York
$281K +$281K +5,705 New
CCA
413
Cobblestone Capital Advisors
New York
$279K – – –
CIBC Asset Management
414
CIBC Asset Management
Ontario, Canada
$278K -$2.56K -52 -0.9%
KI
415
Kapitalo Investimentos
Brazil
$277K -$212K -4,319 -43%
WI
416
Wintrust Investments
Illinois
$276K +$1.58K +32 +0.6%
CT
417
Coastline Trust
Rhode Island
$274K – – –
TI
418
Tidal Investments
Wisconsin
$273K +$273K +5,543 New
CIC
419
Crawford Investment Counsel
Georgia
$272K -$39.4K -800 -13%
ACI
420
Alpha Cubed Investments
California
$271K – – –
SOW
421
State of Wyoming
Wyoming
$269K -$217K -4,420 -45%
PRS
422
Pinkerton Retirement Specialists
Idaho
$267K -$266K -5,411 -50%
IWM
423
IHT Wealth Management
Illinois
$263K -$20.3K -413 -7%
WCA
424
Westover Capital Advisors
Delaware
$263K -$9.94K -202 -4%
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$262K -$13.6K -276 -5%
15 16
17
18 19