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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
Allianz Asset Management
26
Allianz Asset Management
Germany
$50.5M +$9.08M +175,446 +22%
BCM
27
Boone Capital Management
Georgia
$47.6M -$4.89M -94,482 -9%
WCM
28
Wedge Capital Management
North Carolina
$44.6M +$3.35M +64,661 +8%
Millennium Management
29
Millennium Management
New York
$42.9M -$19.5M -377,862 -31%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$35.2M -$937K -18,112 -3%
UBS AM
31
UBS AM
Illinois
$34.7M +$16.5M +319,273 +89%
Two Sigma Investments
32
Two Sigma Investments
New York
$34M -$17.7M -341,292 -34%
JP Morgan Chase
33
JP Morgan Chase
New York
$33.4M +$2.24M +43,269 +7%
Amundi
34
Amundi
France
$32.7M -$15.5M -299,866 -32%
Man Group
35
Man Group
United Kingdom
$32.1M -$8.34M -161,248 -20%
Principal Financial Group
36
Principal Financial Group
Iowa
$30.4M -$4.75M -91,806 -13%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$28.3M -$1.14M -22,096 -4%
Bank of America
38
Bank of America
North Carolina
$28.2M -$2.61M -50,388 -8%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$26.8M +$7.27M +140,607 +37%
Retirement Systems of Alabama
40
Retirement Systems of Alabama
Alabama
$26.2M -$443K -8,570 -2%
GWI
41
Grace & White Inc
New York
$25.7M -$18.1K -350 -0.1%
Ameriprise
42
Ameriprise
Minnesota
$22.1M +$964K +18,629 +5%
Legal & General Group
43
Legal & General Group
United Kingdom
$21.9M -$2.56M -49,411 -10%
GC
44
Guggenheim Capital
Illinois
$21.7M +$63.9K +1,236 +0.3%
SEI Investments
45
SEI Investments
Pennsylvania
$21.1M +$1.85M +35,723 +9%
MGAM
46
McGowan Group Asset Management
Texas
$21M -$79.7K -1,540 -0.4%
WP
47
Woodline Partners
California
$20.9M -$10.4M -201,779 -33%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$20.5M +$1,000K +19,327 +5%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$20.3M +$12.9M +249,229 +169%
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.2M -$550K -10,627 -3%

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.