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682 hedge funds and large institutions have $11.3B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 220 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 49

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $9.3B → $11.3B (+$1.95B)

10% more funds holding

Funds holding: 621682 (+61)

9% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $67.5M

0.11% more ownership

Funds ownership: 84.27%84.38% (+0.11%)

12% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 250

Holders
682
Holders Change
+61
Holders Change %
+9.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
118
Increased
220
Reduced
250
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
426
Paragon Capital Management (Colorado)
Colorado
$380K -$6.27K -91 -2%
BMA
427
Brooks Moore & Associates
Tennessee
$380K
AWM
428
Accurate Wealth Management
Florida
$379K -$24.1K -350 -6%
Focus Partners Wealth
429
Focus Partners Wealth
Massachusetts
$378K +$77.1K +1,118 +28%
GLA
430
Great Lakes Advisors
Illinois
$376K -$2.69K -39 -0.8%
ET
431
Entropy Technologies
New York
$375K -$40.9K -593 -10%
DZ Bank
432
DZ Bank
Germany
$370K
TC
433
Taika Capital
Florida
$369K +$348K +5,050 New
MG
434
Mather Group
Illinois
$366K +$69 +1 +0%
SG
435
StoneX Group
New York
$365K +$344K +4,993 New
FIM
436
Freedom Investment Management
Connecticut
$364K -$34.6K -502 -9%
KWM
437
Kingsview Wealth Management
Oregon
$363K -$3.5M -50,751 -91%
AI
438
Atria Investments
North Carolina
$362K -$2.34K -34 -0.7%
FA
439
Fountainhead AM
New Jersey
$362K +$2.76K +40 +0.8%
CL
440
CSS LLC
Illinois
$361K -$315K -4,563 -48%
AG
441
AlTi Global
New York
$358K -$9.58K -139 -3%
AAM
442
Advisors Asset Management
Colorado
$354K +$139K +2,016 +71%
PGA
443
Portland Global Advisors
Maine
$345K -$157K -2,278 -33%
ACM
444
Aster Capital Management
United Arab Emirates
$342K +$2.55K +37 +0.8%
BBHC
445
Brown Brothers Harriman & Co
New York
$341K
ECM
446
Everence Capital Management
Indiana
$341K +$322K +4,670 New
FFP
447
FourThought Financial Partners
Florida
$341K +$322K +4,667 New
PFGIA
448
Patriot Financial Group Insurance Agency
Massachusetts
$339K -$32.7K -475 -9%
NI
449
NDVR Inc
Massachusetts
$332K +$14.7K +213 +5%
AFCM
450
Applied Finance Capital Management
Puerto Rico
$331K

UNM Hedge Fund Activity: Q4 2024 in Review

682 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2024, worth a combined $11.3B — up 21% from $9.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new UNM positions and 49 closed out — a net gain of 69 holders — while 220 added to existing stakes and 250 trimmed.

The largest buyer was Vanguard Group, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 682 institutional investors held Unum (UNM) as of Q4 2024, up from 621 in Q3 2024.
  • Funds reported $11.3B of Unum stock for Q4 2024, up 21% quarter-over-quarter.
  • 118 funds opened new Unum positions in Q4 2024 and 49 closed out, a net change of +69 holders.
  • The largest Unum buyer in Q4 2024 was Vanguard Group, an estimated $110M added.
  • The largest Unum seller in Q4 2024 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2024.