669 hedge funds and large institutions have $10.3B invested in Unum in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 207 increasing their positions, 302 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

31% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 302

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

49% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 107

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.8M
Puts
$41.8M
Net Calls
Net Calls Change

Top Sellers

1 -$65.8M
2 -$54.4M
3 -$38.1M
4
Invesco
Invesco
Georgia
-$37.4M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
426
Quadrant Capital Group
Ohio
$366K
ECM
427
Everence Capital Management
Indiana
$363K
PFGIA
428
Patriot Financial Group Insurance Agency
Massachusetts
$361K
PWM
429
Perigon Wealth Management
California
$353K
BP
430
Ballentine Partners
Massachusetts
$352K
SC
431
Syon Capital
California
$349K
AAM
432
Advisors Asset Management
Colorado
$349K
KPWS
433
Kestra Private Wealth Services
Texas
$348K
CT
434
Coastline Trust
Rhode Island
$348K
NCG
435
Newport Capital Group
New Jersey
$346K
Grantham, Mayo, Van Otterloo & Co (GMO)
436
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$345K
CCA
437
Cobblestone Capital Advisors
New York
$345K
FFP
438
FourThought Financial Partners
Florida
$337K
BBHC
439
Brown Brothers Harriman & Co
New York
$337K
DAM
440
Delta Asset Management
Tennessee
$336K
NWAG
441
Net Worth Advisory Group
Utah
$336K
NI
442
NDVR Inc
Massachusetts
$335K
P
443
Pitcairn
Pennsylvania
$335K
EMAM
444
Encompass More Asset Management
California
$330K
WIA
445
Wetzel Investment Advisors
Indiana
$326K
1C
446
111 Capital
France
$321K
SG
447
StoneX Group
New York
$320K
MG
448
Mather Group
Illinois
$316K
SO
449
STRS Ohio
Ohio
$314K
CA
450
Clearstead Advisors
Ohio
$314K