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492 hedge funds and large institutions have $6.58B invested in Unum in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 164 increasing their positions, 188 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $88.8M | Put options by funds: $37.6M

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

28% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 53

14% more capital invested

Capital invested by funds: $5.76B → $6.58B (+$823M)

1% more funds holding

Funds holding: 486492 (+6)

0.97% more ownership

Funds ownership: 83.93%84.9% (+0.97%)

13% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 188

Holders
492
Holders Change
+6
Holders Change %
+1.23%
% of All Funds
8.48%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
68
Increased
164
Reduced
188
Closed
53
Calls
$88.8M
Puts
$37.6M
Net Calls
+$51.2M
Net Calls Change
+$9.46M
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
451
Hexagon Capital Partners
Arkansas
$10K +$7.9K +216 +470%
SWA
452
Sutton Wealth Advisors
Florida
$8.96K -$146 -4 -2%
AWM
453
Accel Wealth Management
Iowa
$8K
CMP
454
Coston McIsaac & Partners
Maine
$8K
JWA
455
JFS Wealth Advisors
Pennsylvania
$8K +$73 +2 +0.9%
ACM
456
Absolute Capital Management
Pennsylvania
$7.88K +$7.42K +203 New
IFAM
457
Institutional & Family Asset Management
Colorado
$7K -$256 -7 -4%
HFM
458
Hartford Financial Management
Connecticut
$7K
SC
459
Schubert & Co
Texas
$7K +$2.16K +59 +48%
EW
460
Evoke Wealth
California
$6K
BIA
461
Bell Investment Advisors
California
$5K -$1.43K -39 -24%
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$5K -$366 -10 -7%
WT
463
Washington Trust
Rhode Island
$5K
DIP
464
DT Investment Partners
Pennsylvania
$5K +$4.24K +116 New
LF
465
Lee Financial
Texas
$5K +$4.39K +120 New
Bank of Montreal
466
Bank of Montreal
Ontario, Canada
$4.84K +$1.13M +30,926 +34%
BCMLT
467
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
PPWM
468
PFG Private Wealth Management
Florida
$4K
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$4K +$3.37K +92 New
EARNEST Partners
470
EARNEST Partners
Georgia
$3K
MCM
471
Manchester Capital Management
Vermont
$3K
SSC
472
Syverson Strege & Co
Iowa
$3K
WT
473
Whittier Trust
California
$3K
NFSG
474
Newbridge Financial Services Group
Florida
$3K +$1.21K +33 +103%
CA
475
Crewe Advisors
Utah
$3K +$2.82K +77 New