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Unum
UNM

Overview Fund Activity

727 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 270 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
9.75%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
81
Increased
268
Reduced
270
Closed
64
Calls
$34.7M
Puts
$35.5M
Net Calls
-$795K
Net Calls Change
-$10.3M

Top Buyers

1
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$57.5M
2
BlackRock
BlackRock
New York
$1.48B
3
Victory Capital Management
Victory Capital Management
Texas
$178M
4
UBS Group
UBS Group
Switzerland
$98.8M
5
Morgan Stanley
Morgan Stanley
New York
$313M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.55B
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$18.3M
3
TCA
Teewinot Capital Advisers
New York
$0
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$291M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$541M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
426
Shelton Capital Management
Colorado
$471K -$16.6K -205 -3%
AAM
427
Advisors Asset Management
Colorado
$469K +$6.3K +78 +1%
NWAG
428
Net Worth Advisory Group
Utah
$468K +$24.8K +307 +6%
Lido Advisors
429
Lido Advisors
California
$466K -$6.46K -80 -1%
LSA
430
Lion Street Advisors
Texas
$464K – – –
MIC
431
Means Investment Company
Maine
$462K +$20.8K +257 +5%
FTWA
432
Fifth Third Wealth Advisors
Ohio
$462K +$1.21K +15 +0.3%
Jones Financial Companies
433
Jones Financial Companies
Missouri
$457K +$201K +2,501 +79%
TCM
434
TD Capital Management
Tennessee
$457K – – –
GCM
435
Genus Capital Management
British Columbia, Canada
$452K – – –
LIM
436
Longfellow Investment Management
Massachusetts
$450K – – –
QC
437
Quent Capital
New York
$450K -$70.3K -870 -14%
FA
438
Fountainhead AM
New Jersey
$448K +$45.7K +566 +11%
William Blair & Company
439
William Blair & Company
Illinois
$447K +$42.9K +531 +11%
NA
440
NewEdge Advisors
Louisiana
$439K +$10K +124 +2%
TRCT
441
Tower Research Capital (TRC)
New York
$439K -$284K -3,513 -39%
BFM
442
Boothbay Fund Management
New York
$436K +$93.1K +1,153 +27%
CIM
443
Cambria Investment Management
California
$433K -$12K -149 -3%
PCA
444
Pallas Capital Advisors
Massachusetts
$421K +$4.68K +58 +1%
QC
445
Quantessence Capital
New York
$411K +$411K +5,093 New
CJ
446
Caitlin John
Michigan
$411K -$44.9K -556 -10%
FC
447
Farringdon Capital
United Kingdom
$397K +$397K +4,918 New
AG
448
AlTi Global
New York
$397K – – –
SAG
449
SageView Advisory Group
California
$396K +$13.8K +172 +4%
FCM
450
FJ Capital Management
Virginia
$388K +$388K +4,799 New
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