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Unum
UNM

Overview Fund Activity

576 hedge funds and large institutions have $8.85B invested in Unum in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 187 increasing their positions, 223 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
8.35%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
79
Increased
187
Reduced
223
Closed
64
Calls
$56.3M
Puts
$42M
Net Calls
+$14.3M
Net Calls Change
-$6.7M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$169M
2
Charles Schwab
Charles Schwab
California
$293M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$851M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$159M
5
Amundi
Amundi
France
$48M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$227M
2
BlackRock
BlackRock
New York
$1.05B
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.21M
5
Millennium Management
Millennium Management
New York
$65.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFM
426
Boothbay Fund Management
New York
$239K +$239K +4,447 New
DWA
427
Delap Wealth Advisory
Oregon
$238K +$238K +4,438 New
CC
428
Callan Capital
California
$237K +$237K +4,412 New
DAM
429
Delta Asset Management
Tennessee
$232K – – –
SW
430
SVB Wealth
Massachusetts
$231K -$31K -577 -12%
HWA
431
HHM Wealth Advisors
Tennessee
$231K +$10.4K +194 +5%
MG
432
Mather Group
Illinois
$227K -$678 -15 -0.3%
KI
433
Kapitalo Investimentos
Brazil
$219K +$151K +2,806 +219%
MAS
434
Meeder Advisory Services
Ohio
$218K +$218K +4,062 New
GRQ
435
Gardner Russo & Quinn
Pennsylvania
$217K +$217K +4,050 New
CT
436
Cambridge Trust
Massachusetts
$215K – – –
SC
437
Schulhoff & Co
Ohio
$215K +$215K +4,000 New
KBC Group
438
KBC Group
Belgium
$214K -$258K -4,813 -55%
YIH
439
Y-Intercept (HK)
Hong Kong
$213K +$213K +3,976 New
PCMC
440
Paragon Capital Management (Colorado)
Colorado
$212K +$212K +3,945 New
Lido Advisors
441
Lido Advisors
California
$208K +$208K +3,869 New
JWM
442
Janiczek Wealth Management
Colorado
$205K -$17.2K -320 -8%
BMA
443
Brooks Moore & Associates
Tennessee
$204K +$204K +3,798 New
BWM
444
Buska Wealth Management
Wisconsin
$202K +$202K +3,770 New
QCG
445
Quadrant Capital Group
Ohio
$198K -$46.3K -862 -19%
HDIM
446
Hanson & Doremus Investment Management
Vermont
$191K – – –
TFA
447
Toth Financial Advisory
Virginia
$187K – – –
Fifth Third Bancorp
448
Fifth Third Bancorp
Ohio
$185K -$8.59K -160 -4%
AF
449
Allworth Financial
California
$165K +$13.6K +253 +9%
GI
450
GAMMA Investing
California
$165K +$10.9K +204 +7%
16 17
18
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