568 hedge funds and large institutions have $7.68B invested in Unum in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 195 increasing their positions, 220 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-8
Holders Change %
-1.39%
% of All Funds
8.33%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
73
Increased
195
Reduced
220
Closed
73
Calls
$51.1M
Puts
$30.2M
Net Calls
+$21M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CPC
401
Consolidated Planning Corp
Georgia
$253K +$21.8K +483 +9%
SAM
402
Smartleaf Asset Management
Massachusetts
$252K +$252K +5,574 New
CT
403
Coastline Trust
Rhode Island
$252K
PA
404
Prossimo Advisors
California
$248K +$24.4K +540 +11%
VF
405
Vest Financial
Virginia
$246K +$246K +5,436 New
SS
406
Simplicity Solutions
Minnesota
$242K -$26.9K -594 -10%
BFG
407
Bleakley Financial Group
New Jersey
$242K -$26.9K -594 -10%
IWM
408
IHT Wealth Management
Illinois
$242K +$271 +6 +0.1%
DM
409
Deerfield Management
New York
$241K +$241K +5,333 New
DWM
410
Dakota Wealth Management
Florida
$236K -$2.99M -66,110 -93%
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
$235K -$6.02K -133 -2%
FFP
412
FourThought Financial Partners
Florida
$231K +$1.58K +35 +0.7%
PA
413
Profund Advisors
Maryland
$230K +$4.57K +101 +2%
MG
414
Mather Group
Illinois
$227K -$12.3K -273 -5%
Mackenzie Financial
415
Mackenzie Financial
Ontario, Canada
$225K -$145K -3,209 -39%
BC
416
Bridgefront Capital
Texas
$224K +$224K +4,960 New
IAIM
417
International Assets Investment Management
Florida
$221K +$221K +4,889 New
SW
418
SVB Wealth
Massachusetts
$221K +$723 +16 +0.3%
BCA
419
Bay Colony Advisors
Massachusetts
$219K +$1.49K +33 +0.7%
TA
420
TFB Advisors
Kansas
$218K -$175K -3,859 -44%
WPC
421
Wedmont Private Capital
Pennsylvania
$213K +$12.5K +274 +6%
Carson Wealth (CWM LLC)
422
Carson Wealth (CWM LLC)
Nebraska
$210K +$2.22K +49 +1%
BRWA
423
B. Riley Wealth Advisors
Florida
$209K -$368K -8,131 -64%
B
424
Bailard
California
$208K
LSAG
425
Lake Street Advisors Group
New Hampshire
$207K +$207K +4,573 New