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682 hedge funds and large institutions have $11.3B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 220 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 49

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $9.3B → $11.3B (+$1.95B)

10% more funds holding

Funds holding: 621682 (+61)

9% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $67.5M

0.11% more ownership

Funds ownership: 84.27%84.38% (+0.11%)

12% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 250

Holders
682
Holders Change
+61
Holders Change %
+9.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
118
Increased
220
Reduced
250
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
401
NewEdge Advisors
Louisiana
$439K +$22.5K +326 +6%
PA
402
Prossimo Advisors
California
$439K +$965 +14 +0.2%
PTC
403
Petrus Trust Company
Texas
$438K -$669K -9,700 -62%
IWM
404
IHT Wealth Management
Illinois
$433K +$2.07K +30 +0.5%
HWM
405
HB Wealth Management
Georgia
$433K +$148K +2,146 +57%
FCBT
406
First Citizens Bank & Trust
North Carolina
$429K +$44.9K +651 +12%
GT
407
Glenview Trust
Kentucky
$428K
AWM
408
Aries Wealth Management
Maine
$427K
CIBC Asset Management
409
CIBC Asset Management
Ontario, Canada
$426K +$19.8K +287 +5%
GWSG
410
GPS Wealth Strategies Group
Colorado
$425K -$402K -5,836 -50%
LSA
411
Lion Street Advisors
Texas
$420K
WIA
412
Wetzel Investment Advisors
Indiana
$416K -$34.5K -500 -8%
FTWA
413
Fifth Third Wealth Advisors
Ohio
$415K
XT
414
XTX Topco
Cayman Islands
$414K +$391K +5,669 New
MWC
415
MBM Wealth Consultants
Missouri
$408K +$14.4K +209 +4%
S
416
SharpePoint
Arizona
$402K +$379K +5,501 New
Envestnet Portfolio Solutions
417
Envestnet Portfolio Solutions
Illinois
$401K +$59.3K +860 +19%
CPIG
418
Chicago Partners Investment Group
Illinois
$393K +$30.6K +444 +9%
NWAG
419
Net Worth Advisory Group
Utah
$392K +$4.34K +63 +1%
LA
420
Lane & Associates
New Jersey
$392K -$5.17K -75 -1%
WS
421
Wedbush Securities
California
$390K +$369K +5,346 New
JMFC
422
J.M. Forbes & Co
Massachusetts
$389K +$367K +5,320 New
Lido Advisors
423
Lido Advisors
California
$388K +$69 +1 +0%
Verition Fund Management
424
Verition Fund Management
Connecticut
$386K -$2.12M -30,782 -85%
William Blair & Company
425
William Blair & Company
Illinois
$385K +$107K +1,546 +41%

UNM Hedge Fund Activity: Q4 2024 in Review

682 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2024, worth a combined $11.3B — up 21% from $9.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new UNM positions and 49 closed out — a net gain of 69 holders — while 220 added to existing stakes and 250 trimmed.

The largest buyer was Vanguard Group, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 682 institutional investors held Unum (UNM) as of Q4 2024, up from 621 in Q3 2024.
  • Funds reported $11.3B of Unum stock for Q4 2024, up 21% quarter-over-quarter.
  • 118 funds opened new Unum positions in Q4 2024 and 49 closed out, a net change of +69 holders.
  • The largest Unum buyer in Q4 2024 was Vanguard Group, an estimated $110M added.
  • The largest Unum seller in Q4 2024 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2024.