We are live on ! Find out more
UNM icon

Unum
UNM

525 hedge funds and large institutions have $6.64B invested in Unum in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 191 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $94.8M | Put options by funds: $42.2M

3% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 63

1% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 191

0.17% more ownership

Funds ownership: 85.04% → 85.21% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0% less funds holding

Funds holding: 527 → 525 (-2)

5% less capital invested

Capital invested by funds: $7.02B → $6.64B (-$376M)

Holders
525
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.37%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
65
Increased
192
Reduced
191
Closed
63
Calls
$94.8M
Puts
$42.2M
Net Calls
+$52.6M
Net Calls Change
+$18.2M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$60.1M
2
AssetMark Inc
AssetMark Inc
California
+$48.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$48.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$40.4M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$35.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$287M
2
Invesco
Invesco
Georgia
-$40.2M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$38.8M
4
State Street
State Street
Massachusetts
-$38.3M
5
BlackRock
BlackRock
New York
-$36.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SN
451
Sittner & Nelson
Oregon
$30.4K -$92.7K -2,244 -74%
ME
452
McIlrath & Eck
Washington
$27.7K – – –
BBHC
453
Brown Brothers Harriman & Co
New York
$27.7K +$5.74K +139 +25%
GWS
454
Glassman Wealth Services
Virginia
$27K +$330 +8 +1%
TWM
455
Tradition Wealth Management
Minnesota
$25K – – –
FCA
456
FinTrust Capital Advisors
South Carolina
$22.3K – – –
BBPWM
457
Blue Bell Private Wealth Management
Pennsylvania
$22.2K – – –
BWA
458
BDO Wealth Advisors
Florida
$22.2K – – –
NSG
459
Nalls Sherbakoff Group
Tennessee
$19.5K +$20.6K +500 New
EWA
460
EverSource Wealth Advisors
Alabama
$18.9K +$4.91K +119 +33%
BAAM
461
Baker Avenue Asset Management
California
$17.8K – – –
RA
462
Rise Advisors
New York
$16.2K +$124 +3 +0.7%
BC
463
Bartlett & Co
Ohio
$16K – – –
TPCW
464
TD Private Client Wealth
New York
$16K – – –
BWP
465
Baldwin Wealth Partners
Massachusetts
$15.8K – – –
SWM
466
Sugarloaf Wealth Management
Georgia
$15.8K -$17.2K -416 -51%
BCWM
467
Bartlett & Co Wealth Management
Ohio
$15.5K – – –
AAS
468
Ameritas Advisory Services
Nebraska
$12.2K +$12.8K +310 New
HWA
469
Heritage Wealth Advisors
Virginia
$12K – – –
HI
470
Harbour Investments
Wisconsin
$11.3K – – –
MPWT
471
MassMutual Private Wealth & Trust
Connecticut
$11.1K +$6.07K +147 +111%
CMP
472
Coston McIsaac & Partners
Maine
$10K +$3.92K +95 +56%
HIM
473
Hillsdale Investment Management
Ontario, Canada
$9.89K +$10.3K +250 New
SIM
474
Studio Investment Management
Illinois
$9.53K – – –
SFG
475
Steward Financial Group
Texas
$9K +$5.82K +141 +147%
17 18
19
20 21

UNM Hedge Fund Activity: Q1 2023 in Review

525 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2023, worth a combined $6.64B — down 5.4% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new UNM positions and 63 closed out — a net gain of 2 holders — while 192 added to existing stakes and 191 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $60.1M. The largest seller was Fidelity Investments, cutting an estimated $287M.

  • 525 institutional investors held Unum (UNM) as of Q1 2023, down from 527 in Q4 2022.
  • Funds reported $6.64B of Unum stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 65 funds opened new Unum positions in Q1 2023 and 63 closed out, a net change of +2 holders.
  • The largest Unum buyer in Q1 2023 was Citadel Advisors, an estimated $60.1M added.
  • The largest Unum seller in Q1 2023 was Fidelity Investments, an estimated $287M sold.

Based on aggregated 13F filings for Q1 2023.