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577 hedge funds and large institutions have $8.25B invested in Unum in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

3% more call options, than puts

Call options by funds: $39M | Put options by funds: $37.8M

0% less funds holding

Funds holding: 579577 (-2)

1.12% less ownership

Funds ownership: 86.39%85.27% (-1.1%)

7% less capital invested

Capital invested by funds: $8.87B → $8.25B (-$618M)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

Holders
577
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
66
Increased
195
Reduced
224
Closed
59
Calls
$39M
Puts
$37.8M
Net Calls
+$1.18M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
426
Envestnet Portfolio Solutions
Illinois
$219K +$221K +4,279 New
Citadel Advisors
427
Citadel Advisors
Florida
$218K -$9.86M -190,617 -98%
QCG
428
Quadrant Capital Group
Ohio
$218K +$29.9K +578 +16%
CPIG
429
Chicago Partners Investment Group
Illinois
$217K +$207K +4,001 New
P
430
&Partners
Tennessee
$213K +$216K +4,173 New
William Blair & Company
431
William Blair & Company
Illinois
$210K +$213K +4,117 New
GRQ
432
Gardner Russo & Quinn
Pennsylvania
$207K
SC
433
Schulhoff & Co
Ohio
$204K
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$192K +$16.3K +315 +9%
PHK
435
Point72 Hong Kong
Hong Kong
$191K -$1.14M -22,018 -85%
HDIM
436
Hanson & Doremus Investment Management
Vermont
$182K
TFA
437
Toth Financial Advisory
Virginia
$178K
UB
438
UMB Bank
Missouri
$173K -$154K -2,978 -47%
JWM
439
Janiczek Wealth Management
Colorado
$170K -$25.7K -496 -13%
AF
440
Allworth Financial
California
$166K +$1.14K +22 +0.7%
PA
441
Parallel Advisors
California
$155K +$983 +19 +0.6%
DZ Bank
442
DZ Bank
Germany
$152K
IA
443
IFP Advisors
Florida
$145K -$2.64K -51 -2%
CA
444
Clearstead Advisors
Ohio
$145K +$119K +2,303 +430%
BTC
445
Bank & Trust Company
Illinois
$145K +$147K +2,834 New
WBC
446
West Branch Capital
Massachusetts
$138K
GM
447
GeoWealth Management
Illinois
$137K +$2.85K +55 +2%
Nomura Asset Management
448
Nomura Asset Management
Japan
$135K
NFSG
449
Newbridge Financial Services Group
Florida
$133K +$135K +2,602 New
PTC
450
Private Trust Company
Ohio
$131K

UNM Hedge Fund Activity: Q2 2024 in Review

577 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2024, worth a combined $8.25B — down 7% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new UNM positions and 59 closed out — a net gain of 7 holders — while 195 added to existing stakes and 224 trimmed.

The largest buyer was Norges Bank, adding an estimated $68M. The largest seller was Nordea Investment Management, cutting an estimated $32.6M.

  • 577 institutional investors held Unum (UNM) as of Q2 2024, down from 579 in Q1 2024.
  • Funds reported $8.25B of Unum stock for Q2 2024, down 7% quarter-over-quarter.
  • 66 funds opened new Unum positions in Q2 2024 and 59 closed out, a net change of +7 holders.
  • The largest Unum buyer in Q2 2024 was Norges Bank, an estimated $68M added.
  • The largest Unum seller in Q2 2024 was Nordea Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2024.