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577 hedge funds and large institutions have $8.25B invested in Unum in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

3% more call options, than puts

Call options by funds: $39M | Put options by funds: $37.8M

0% less funds holding

Funds holding: 579577 (-2)

1.12% less ownership

Funds ownership: 86.39%85.27% (-1.1%)

7% less capital invested

Capital invested by funds: $8.87B → $8.25B (-$618M)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

Holders
577
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
66
Increased
195
Reduced
224
Closed
59
Calls
$39M
Puts
$37.8M
Net Calls
+$1.18M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Continuum Advisory
Idaho
$126K -$2.59K -50 -2%
PG
452
Proffitt & Goodson
Tennessee
$122K
EDRH
453
Edmond de Rothschild Holding
Switzerland
$121K
CFB
454
Cullen/Frost Bankers
Texas
$107K
C
455
Covestor
United Kingdom
$103K +$207 +4 +0.2%
FFA
456
Farther Finance Advisors
California
$103K +$11.8K +228 +13%
NECFA
457
New England Capital Financial Advisors
Connecticut
$97.3K
Walleye Capital
458
Walleye Capital
New York
$91.7K -$1M -19,367 -92%
RFS
459
Richardson Financial Services
Massachusetts
$90.7K -$9.31K -180 -9%
RWMG
460
Redwood Wealth Management Group
New Jersey
$88.7K +$89.8K +1,736 New
IAIM
461
International Assets Investment Management
Florida
$86.9K +$88K +1,700 New
FCA
462
FinTrust Capital Advisors
South Carolina
$74.5K +$52 +1 +0.1%
AA
463
Addison Advisors
Vermont
$73.7K +$14.5K +280 +24%
AAP
464
Arax Advisory Partners
Colorado
$71.7K +$72.5K +1,402 New
CFM
465
Catalyst Funds Management
Australia
$71.6K +$72.4K +1,400 New
SAM
466
Smartleaf Asset Management
Massachusetts
$69.7K +$9.21K +178 +15%
LC
467
Lindbrook Capital
California
$67.6K -$2.9K -56 -4%
AFWM
468
Abich Financial Wealth Management
Virginia
$67.1K +$67.9K +1,313 New
WTC
469
WhitTier Trust Company
Nevada
$66K
Acadian Asset Management
470
Acadian Asset Management
Massachusetts
$57K -$5.94M -114,717 -99%
CFO
471
CVA Family Office
Colorado
$55.7K +$776 +15 +1%
CWM
472
Cranbrook Wealth Management
Michigan
$55.3K
PS
473
Principal Securities
Iowa
$55.1K -$2.54K -49 -4%
HI
474
Hoey Investments
Pennsylvania
$53.7K
KLWA
475
Kelly Lawrence W & Associates
California
$51.1K +$25.9K +500 +100%

UNM Hedge Fund Activity: Q2 2024 in Review

577 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2024, worth a combined $8.25B — down 7% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new UNM positions and 59 closed out — a net gain of 7 holders — while 195 added to existing stakes and 224 trimmed.

The largest buyer was Norges Bank, adding an estimated $68M. The largest seller was Nordea Investment Management, cutting an estimated $32.6M.

  • 577 institutional investors held Unum (UNM) as of Q2 2024, down from 579 in Q1 2024.
  • Funds reported $8.25B of Unum stock for Q2 2024, down 7% quarter-over-quarter.
  • 66 funds opened new Unum positions in Q2 2024 and 59 closed out, a net change of +7 holders.
  • The largest Unum buyer in Q2 2024 was Norges Bank, an estimated $68M added.
  • The largest Unum seller in Q2 2024 was Nordea Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2024.