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682 hedge funds and large institutions have $11.3B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 220 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 49

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $9.3B → $11.3B (+$1.95B)

10% more funds holding

Funds holding: 621682 (+61)

9% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $67.5M

0.11% more ownership

Funds ownership: 84.27%84.38% (+0.11%)

12% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 250

Holders
682
Holders Change
+61
Holders Change %
+9.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
118
Increased
220
Reduced
250
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
451
Atomi Financial Group
New York
$330K +$53.1K +770 +21%
ONSWM
452
Old North State Wealth Management
North Carolina
$330K +$55.2K +800 +22%
MFG
453
Merit Financial Group
Georgia
$328K +$310K +4,496 New
PCA
454
Pallas Capital Advisors
Massachusetts
$328K +$3.58K +52 +1%
CT
455
Coastline Trust
Rhode Island
$326K
CCA
456
Cobblestone Capital Advisors
New York
$326K
SAG
457
SageView Advisory Group
California
$324K -$22.8K -330 -7%
KRSITF
458
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$324K +$638K +9,248 New
NCG
459
Newport Capital Group
New Jersey
$323K -$73.6K -1,068 -19%
SI
460
Seeds Investor
New York
$321K +$23.6K +342 +8%
BFG
461
Beacon Financial Group
Texas
$317K +$552 +8 +0.2%
DAM
462
Delta Asset Management
Tennessee
$316K
HWA
463
HHM Wealth Advisors
Tennessee
$315K +$345 +5 +0.1%
SPC
464
Sigma Planning Corp
Michigan
$313K -$6.48K -94 -2%
CANY
465
Caxton Associates (New York)
New York
$309K -$1.23M -17,913 -81%
QCG
466
Quadrant Capital Group
Ohio
$304K
LSAG
467
Lake Street Advisors Group
New Hampshire
$302K -$25.2K -366 -8%
CFO
468
Callan Family Office
Pennsylvania
$300K +$283K +4,112 New
MYAM
469
Meiji Yasuda Asset Management
Japan
$299K -$7.24K -105 -2%
UB
470
UMB Bank
Missouri
$298K +$22K +319 +8%
AL
471
Arnhold LLC
New York
$292K
SC
472
Schulhoff & Co
Ohio
$292K
EWA
473
EP Wealth Advisors
California
$291K
AWM
474
Apollon Wealth Management
South Carolina
$281K -$7.24K -105 -3%
PA
475
Profund Advisors
Maryland
$281K -$33.8K -490 -11%

UNM Hedge Fund Activity: Q4 2024 in Review

682 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2024, worth a combined $11.3B — up 21% from $9.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new UNM positions and 49 closed out — a net gain of 69 holders — while 220 added to existing stakes and 250 trimmed.

The largest buyer was Vanguard Group, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 682 institutional investors held Unum (UNM) as of Q4 2024, up from 621 in Q3 2024.
  • Funds reported $11.3B of Unum stock for Q4 2024, up 21% quarter-over-quarter.
  • 118 funds opened new Unum positions in Q4 2024 and 49 closed out, a net change of +69 holders.
  • The largest Unum buyer in Q4 2024 was Vanguard Group, an estimated $110M added.
  • The largest Unum seller in Q4 2024 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2024.