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Unum
UNM

Overview Fund Activity

616 hedge funds and large institutions have $8.41B invested in Unum in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 225 increasing their positions, 216 reducing their positions, and 43 closing their positions.

Holders
616
Holders Change
+42
Holders Change %
+7.32%
% of All Funds
8.91%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
89
Increased
225
Reduced
216
Closed
43
Calls
$53.5M
Puts
$49.2M
Net Calls
+$4.32M
Net Calls Change
+$3.14M

Top Buyers

1
Voloridge Investment Management
1
Voloridge Investment Management
Florida
$56.3M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$23.8M
3
WP
3
Woodline Partners
California
$43.7M
4
GC
4
Gillson Capital
Illinois
$18.7M
5
HF
5
HRT Financial
New York
$18.7M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$771M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.12B
4
Invesco
4
Invesco
Georgia
$48.3M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
451
EP Wealth Advisors
California
$237K 3,984 +3,984 New
AWM
452
Apollon Wealth Management
South Carolina
$235K 3,949 +3,949 New
Rafferty Asset Management
453
Rafferty Asset Management
New York
$234K 3,941 -449 -10%
Mackenzie Financial
454
Mackenzie Financial
Ontario, Canada
$233K 3,928 -97,534 -96%
CIBC Private Wealth Group
455
CIBC Private Wealth Group
Georgia
$231K 3,880 +3,856 +16,067%
Fifth Third Bancorp
456
Fifth Third Bancorp
Ohio
$228K 3,831 +72 +2%
O
457
Ossiam
France
$227K 3,826 -745 -16%
EB
458
Eastern Bank
Massachusetts
$226K 3,802 +3,802 New
GRQ
459
Gardner Russo & Quinn
Pennsylvania
$226K 3,800 -250 -6%
AWM
460
Ariadne Wealth Management
California
$226K 3,235 +3,235 New
MC
461
Moors & Cabot
Massachusetts
$225K 3,791 +3,791 New
HWM
462
HB Wealth Management
Georgia
$225K 3,782 +3,782 New
UB
463
UMB Bank
Missouri
$224K 3,765 +377 +11%
AFG
464
Atomi Financial Group
New York
$223K 3,755 +3,755 New
William Blair & Company
465
William Blair & Company
Illinois
$221K 3,726 -391 -9%
ONSWM
466
Old North State Wealth Management
North Carolina
$221K 3,719 +3,719 New
SRC
467
Sage Rhino Capital
California
$218K 3,666 +3,666 New
Baird Financial Group
468
Baird Financial Group
Wisconsin
$218K 3,663 -4,456 -55%
WF
469
Welch & Forbes
Massachusetts
$213K 3,587 +3,587 New
FPAS
470
Focus Partners Advisor Solutions
Missouri
$213K 3,577 +3,577 New
HDIM
471
Hanson & Doremus Investment Management
Vermont
$212K 3,559 – –
ST
472
Spinnaker Trust
Maine
$212K 3,559 +3,559 New
DT
473
Diversified Trust
Tennessee
$211K 3,549 +3,549 New
LCM
474
Laurion Capital Management
New York
$209K 3,519 +3,519 New
TFA
475
Toth Financial Advisory
Virginia
$207K 3,478 – –
17 18
19
20 21