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Unum
UNM

Overview Fund Activity

576 hedge funds and large institutions have $8.13B invested in Unum in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 193 increasing their positions, 232 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+23
Holders Change %
+4.16%
% of All Funds
9.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
67
Increased
193
Reduced
232
Closed
40
Calls
$79.3M
Puts
$46.8M
Net Calls
+$32.5M
Net Calls Change
-$29.8M

Top Buyers

1
Adage Capital Partners
Adage Capital Partners
Massachusetts
$50.4M
2
CCMG
Clark Capital Management Group
Pennsylvania
$29.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$54.8M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$26.6M
5
AQR Capital Management
AQR Capital Management
Connecticut
$174M

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$28.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$279M
3
Man Group
Man Group
United Kingdom
$30.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$2.75M
5
Viking Global Investors
Viking Global Investors
Connecticut
$235M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
426
Mather Group
Illinois
$261K +$1.67K +34 +0.6%
CPC
427
Consolidated Planning Corp
Georgia
$252K +$252K +5,120 New
FFP
428
FourThought Financial Partners
Florida
$249K +$984 +20 +0.4%
WAM
429
Watershed Asset Management
California
$248K – – –
CA
430
Continuum Advisory
Idaho
$247K +$247K +5,028 New
RJT
431
Raymond James Trust
Florida
$246K -$9.99K -203 -4%
PA
432
Profund Advisors
Maryland
$245K -$29.5K -599 -11%
RIA
433
Realta Investment Advisors
Delaware
$243K – – –
PA
434
Prossimo Advisors
California
$243K -$2.46K -50 -1%
PCMC
435
Paragon Capital Management (Colorado)
Colorado
$241K -$12.4K -252 -5%
IA
436
IFP Advisors
Florida
$240K -$17K -345 -7%
SW
437
SVB Wealth
Massachusetts
$240K -$75K -1,525 -24%
BCA
438
Bay Colony Advisors
Massachusetts
$237K +$1.92K +39 +0.8%
TFA
439
Toth Financial Advisory
Virginia
$234K – – –
B
440
Bailard
California
$226K – – –
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$226K +$89.3K +1,814 +65%
TA
442
Tiedemann Advisors
New York
$225K – – –
AIM
443
Aigen Investment Management
New York
$223K -$73.9K -1,502 -25%
DADC
444
D.A. Davidson & Co
Montana
$222K -$23.9K -485 -10%
NP
445
NorthRock Partners
Minnesota
$220K +$9.2K +187 +4%
BCM
446
BluePath Capital Management
Georgia
$219K +$219K +4,444 New
WPC
447
Wedmont Private Capital
Pennsylvania
$218K +$218K +4,381 New
DAM
448
Delta Asset Management
Tennessee
$213K – – –
PTC
449
Petrus Trust Company
Texas
$210K -$133K -2,711 -39%
JCM
450
Jacobi Capital Management
Pennsylvania
$208K +$1.53K +31 +0.7%
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