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458 hedge funds and large institutions have $4.18B invested in Unum in 2021 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 180 increasing their positions, 135 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 135

26% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 53

2% more funds holding

Funds holding: 451458 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less call options, than puts

Call options by funds: $39.4M | Put options by funds: $42.5M

2.41% less ownership

Funds ownership: 84.09%81.68% (-2.4%)

14% less capital invested

Capital invested by funds: $4.87B → $4.18B (-$690M)

Holders
458
Holders Change
+7
Holders Change %
+1.55%
% of All Funds
8.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
180
Reduced
135
Closed
53
Calls
$39.4M
Puts
$42.5M
Net Calls
-$3.09M
Net Calls Change
+$501K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
426
McCarthy Asset Management
California
$4K
PGAM
427
Princeton Global Asset Management
New Jersey
$4K
BIA
428
Bell Investment Advisors
California
$4K +$3.71K +140 New
SAM
429
Strategic Asset Management
Minnesota
$4K +$3.94K +149 New
HFM
430
Hartford Financial Management
Connecticut
$4K +$4.66K +176 New
HIA
431
Harbor Investment Advisory
Maryland
$3K
MPWT
432
MassMutual Private Wealth & Trust
Connecticut
$3K
WT
433
Washington Trust
Rhode Island
$3K
AP
434
Atwood & Palmer
Missouri
$2K -$6.62K -250 -72%
BWM
435
BerganKDV Wealth Management
Minnesota
$2K
EARNEST Partners
436
EARNEST Partners
Georgia
$2K
WT
437
Whittier Trust
California
$2K
SSC
438
Syverson Strege & Co
Iowa
$2K +$26 +1 +1%
WTC
439
WhitTier Trust Company
Nevada
$2K +$2.33K +88 New
PPWM
440
PFG Private Wealth Management
Florida
$2K +$2.49K +94 New
CT
441
Caldwell Trust
Florida
$1.93K
Nisa Investment Advisors
442
Nisa Investment Advisors
Missouri
$1.47K +$231K +8,740 +18%
ZB
443
Zions Bancorporation
Utah
$1K -$2.44K -92 -82%
CI
444
CX Institutional
Indiana
$1K -$529 -20 -27%
MCM
445
MV Capital Management
Maryland
$1K -$53 -2 -6%
CMBA
446
C.M. Bidwell & Associates
Hawaii
$1K
CCA
447
Column Capital Advisors
Indiana
$1K
SIM
448
Sentry Investment Management
Wisconsin
$1K
FWM
449
Focused Wealth Management
New York
$1K +$582 +22 New
FMP
450
Financial Management Professionals
Texas
$1K +$768 +29 New