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577 hedge funds and large institutions have $8.25B invested in Unum in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

3% more call options, than puts

Call options by funds: $39M | Put options by funds: $37.8M

0% less funds holding

Funds holding: 579577 (-2)

1.12% less ownership

Funds ownership: 86.39%85.27% (-1.1%)

7% less capital invested

Capital invested by funds: $8.87B → $8.25B (-$618M)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

Holders
577
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
66
Increased
195
Reduced
224
Closed
59
Calls
$39M
Puts
$37.8M
Net Calls
+$1.18M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
401
Sigma Planning Corp
Michigan
$246K -$23.4K -452 -9%
AG
402
AlTi Global
New York
$241K +$4.61K +89 +2%
BCI
403
Brinker Capital Investments
Pennsylvania
$239K +$242K +4,684 New
OPS
404
Orion Portfolio Solutions
Nebraska
$239K +$242K +4,684 New
LA
405
Lane & Associates
New Jersey
$238K +$5.43K +105 +2%
BBHC
406
Brown Brothers Harriman & Co
New York
$237K +$210K +4,058 +695%
SOW
407
State of Wyoming
Wyoming
$237K -$166K -3,204 -41%
AWM
408
AE Wealth Management
Kansas
$236K +$239K +4,627 New
CC
409
Centiva Capital
New York
$236K -$588K -11,372 -71%
PA
410
Profund Advisors
Maryland
$236K -$33.3K -643 -12%
O
411
Ossiam
France
$234K -$263K -5,091 -53%
EP
412
Edgestream Partners
New Jersey
$233K -$5.06M -97,877 -96%
AFCM
413
Applied Finance Capital Management
Puerto Rico
$232K +$235K +4,537 New
LSAG
414
Lake Street Advisors Group
New Hampshire
$230K -$5.07K -98 -2%
MYAM
415
Meiji Yasuda Asset Management
Japan
$229K -$8.9K -172 -4%
CT
416
Coastline Trust
Rhode Island
$228K
CCA
417
Cobblestone Capital Advisors
New York
$228K
TRCT
418
Tower Research Capital (TRC)
New York
$225K -$214K -4,137 -48%
BRWA
419
B. Riley Wealth Advisors
Florida
$225K -$433K -8,370 -66%
Rafferty Asset Management
420
Rafferty Asset Management
New York
$224K +$227K +4,390 New
KBC Group
421
KBC Group
Belgium
$224K +$20.5K +396 +10%
DAM
422
Delta Asset Management
Tennessee
$221K
NI
423
NDVR Inc
Massachusetts
$221K -$13.6K -262 -6%
BFG
424
Beacon Financial Group
Texas
$221K -$70.6K -1,365 -24%
HWA
425
HHM Wealth Advisors
Tennessee
$220K

UNM Hedge Fund Activity: Q2 2024 in Review

577 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2024, worth a combined $8.25B — down 7% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new UNM positions and 59 closed out — a net gain of 7 holders — while 195 added to existing stakes and 224 trimmed.

The largest buyer was Norges Bank, adding an estimated $68M. The largest seller was Nordea Investment Management, cutting an estimated $32.6M.

  • 577 institutional investors held Unum (UNM) as of Q2 2024, down from 579 in Q1 2024.
  • Funds reported $8.25B of Unum stock for Q2 2024, down 7% quarter-over-quarter.
  • 66 funds opened new Unum positions in Q2 2024 and 59 closed out, a net change of +7 holders.
  • The largest Unum buyer in Q2 2024 was Norges Bank, an estimated $68M added.
  • The largest Unum seller in Q2 2024 was Nordea Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2024.