729 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 272

2% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
729
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$35.5M
Net Calls
Net Calls Change

Top Buyers

1 +$50.9M
2 +$49.8M
3 +$44.2M
4
UBS Group
UBS Group
Switzerland
+$39.4M
5
Morgan Stanley
Morgan Stanley
New York
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
451
SageView Advisory Group
California
$396K
FCM
452
FJ Capital Management
Virginia
$388K
PGA
453
Portland Global Advisors
Maine
$387K
AWA
454
Arkadios Wealth Advisors
Georgia
$383K
PFGIA
455
Patriot Financial Group Insurance Agency
Massachusetts
$381K
SI
456
Seeds Investor
New York
$381K
CIBC Private Wealth Group
457
CIBC Private Wealth Group
Georgia
$380K
BBHC
458
Brown Brothers Harriman & Co
New York
$377K
ECM
459
Everence Capital Management
Indiana
$377K
FIM
460
Freedom Investment Management
Connecticut
$371K
TWM
461
Tripletail Wealth Management
Florida
$368K
BP
462
Ballentine Partners
Massachusetts
$368K
AF
463
Allworth Financial
California
$367K
BMA
464
Brooks Moore & Associates
Tennessee
$366K
NI
465
NDVR Inc
Massachusetts
$366K
CT
466
Coastline Trust
Rhode Island
$361K
AA
467
ALPS Advisors
Colorado
$360K
NCG
468
Newport Capital Group
New Jersey
$359K
NRD
469
Nebula Research & Development
New York
$358K
CCA
470
Cobblestone Capital Advisors
New York
$358K
AFCM
471
Applied Finance Capital Management
Puerto Rico
$358K
KPWS
472
Kestra Private Wealth Services
Texas
$357K
DAM
473
Delta Asset Management
Tennessee
$349K
FFP
474
FourThought Financial Partners
Florida
$342K
BFG
475
Beacon Financial Group
Texas
$341K