UNM icon

Unum
UNM

Overview Fund Activity

678 hedge funds and large institutions have $11.2B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 218 increasing their positions, 247 reducing their positions, and 49 closing their positions.

Holders
678
Holders Change
+62
Holders Change %
+10.06%
% of All Funds
9.03%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
119
Increased
218
Reduced
247
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$114M
3
ZIG
3
Zurich Insurance Group
Switzerland
$105M
4
UBS Group
4
UBS Group
Switzerland
$91.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$59.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$617M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$125M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$109M
4
ProShare Advisors
4
ProShare Advisors
Maryland
$38.9M
5
AssetMark Inc
5
AssetMark Inc
California
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
401
IHT Wealth Management
Illinois
$433K +$2.19K +30 +0.5%
HWM
402
HB Wealth Management
Georgia
$433K +$157K +2,146 +57%
FCBT
403
First Citizens Bank & Trust
North Carolina
$429K +$47.5K +651 +12%
GT
404
Glenview Trust
Kentucky
$428K – – –
AWM
405
Aries Wealth Management
Maine
$427K – – –
CIBC Asset Management
406
CIBC Asset Management
Ontario, Canada
$426K +$21K +287 +5%
GWSG
407
GPS Wealth Strategies Group
Colorado
$425K -$426K -5,836 -50%
LSA
408
Lion Street Advisors
Texas
$420K – – –
WIA
409
Wetzel Investment Advisors
Indiana
$416K -$36.5K -500 -8%
FTWA
410
Fifth Third Wealth Advisors
Ohio
$415K – – –
XT
411
XTX Topco
Cayman Islands
$414K +$414K +5,669 New
MWC
412
MBM Wealth Consultants
Missouri
$408K +$15.2K +209 +4%
S
413
SharpePoint
Arizona
$402K +$402K +5,501 New
Envestnet Portfolio Solutions
414
Envestnet Portfolio Solutions
Illinois
$401K +$62.8K +860 +19%
CPIG
415
Chicago Partners Investment Group
Illinois
$393K +$32.4K +444 +9%
NWAG
416
Net Worth Advisory Group
Utah
$392K +$4.6K +63 +1%
LA
417
Lane & Associates
New Jersey
$392K -$5.72K -75 -1%
WS
418
Wedbush Securities
California
$390K +$390K +5,346 New
JMFC
419
J.M. Forbes & Co
Massachusetts
$389K +$389K +5,320 New
Lido Advisors
420
Lido Advisors
California
$388K +$73 +1 +0%
Verition Fund Management
421
Verition Fund Management
Connecticut
$386K -$2.25M -30,782 -85%
William Blair & Company
422
William Blair & Company
Illinois
$385K +$113K +1,546 +41%
PCMC
423
Paragon Capital Management (Colorado)
Colorado
$380K -$6.65K -91 -2%
BMA
424
Brooks Moore & Associates
Tennessee
$380K – – –
AWM
425
Accurate Wealth Management
Florida
$379K -$25.1K -350 -6%
15 16
17
18 19