UNM icon

Unum
UNM

Overview Fund Activity

727 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 270 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
9.75%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
81
Increased
268
Reduced
270
Closed
64
Calls
$34.7M
Puts
$35.5M
Net Calls
-$795K
Net Calls Change
-$10.3M

Top Buyers

1
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$57.5M
2
BlackRock
BlackRock
New York
$1.48B
3
Victory Capital Management
Victory Capital Management
Texas
$178M
4
UBS Group
UBS Group
Switzerland
$98.8M
5
Morgan Stanley
Morgan Stanley
New York
$313M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.55B
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$18.3M
3
TCA
Teewinot Capital Advisers
New York
$0
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$291M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$541M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
451
Portland Global Advisors
Maine
$387K +$6.06K +75 +2%
AWA
452
Arkadios Wealth Advisors
Georgia
$383K +$383K +4,746 New
PFGIA
453
Patriot Financial Group Insurance Agency
Massachusetts
$381K +$4.85K +60 +1%
SI
454
Seeds Investor
New York
$381K -$15.7K -194 -4%
CIBC Private Wealth Group
455
CIBC Private Wealth Group
Georgia
$380K +$90.9K +1,125 +31%
BBHC
456
Brown Brothers Harriman & Co
New York
$377K – – –
ECM
457
Everence Capital Management
Indiana
$377K – – –
FIM
458
Freedom Investment Management
Connecticut
$371K -$30K -372 -7%
TWM
459
Tripletail Wealth Management
Florida
$368K +$368K +5,302 New
BP
460
Ballentine Partners
Massachusetts
$368K -$123K -1,519 -25%
AF
461
Allworth Financial
California
$367K +$188K +2,322 +104%
BMA
462
Brooks Moore & Associates
Tennessee
$366K -$7.18K -100 -2%
NI
463
NDVR Inc
Massachusetts
$366K +$11.7K +145 +3%
CT
464
Coastline Trust
Rhode Island
$361K – – –
AA
465
ALPS Advisors
Colorado
$360K +$4.36K +54 +1%
NCG
466
Newport Capital Group
New Jersey
$359K – – –
NRD
467
Nebula Research & Development
New York
$358K +$358K +4,437 New
CCA
468
Cobblestone Capital Advisors
New York
$358K – – –
AFCM
469
Applied Finance Capital Management
Puerto Rico
$358K -$14.6K -181 -4%
KPWS
470
Kestra Private Wealth Services
Texas
$357K +$357K +4,419 New
DAM
471
Delta Asset Management
Tennessee
$349K – – –
FFP
472
FourThought Financial Partners
Florida
$342K -$35.2K -436 -9%
BFG
473
Beacon Financial Group
Texas
$341K -$4.85K -60 -1%
WIA
474
Wetzel Investment Advisors
Indiana
$338K – – –
SWP
475
Stratos Wealth Partners
Ohio
$336K +$29K +359 +9%
17 18
19
20 21