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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
Millennium Management
26
Millennium Management
New York
$84M +$14.1M +204,931 +22%
FGP
27
Freestone Grove Partners
California
$65.1M +$61.5M +891,362 New
Invesco
28
Invesco
Georgia
$65.1M +$5.43M +78,833 +10%
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$62.1M -$6.64M -96,360 -10%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$60.7M +$19.1M +277,401 +50%
Alyeska Investment Group
31
Alyeska Investment Group
Illinois
$59.6M +$56.2M +815,568 New
BCM
32
Boone Capital Management
Georgia
$58.7M -$11.1M -160,305 -17%
Jacobs Levy Equity Management
33
Jacobs Levy Equity Management
New Jersey
$57.4M +$19.1M +276,466 +54%
JP Morgan Chase
34
JP Morgan Chase
New York
$52M +$6.08M +88,142 +14%
UBS AM
35
UBS AM
Illinois
$48.4M +$82.7K +1,199 +0.2%
Franklin Resources
36
Franklin Resources
California
$44.6M +$9.73M +141,187 +30%
WCM
37
Wedge Capital Management
North Carolina
$43.6M -$9.71M -140,902 -19%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$42M +$12.1M +175,000 +44%
WP
39
Woodline Partners
California
$41.9M -$11.1M -160,935 -22%
ProShare Advisors
40
ProShare Advisors
Maryland
$38.9M -$46.1M -668,716 -56%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$38.6M -$396K -5,737 -1%
GWI
42
Grace & White Inc
New York
$36.5M
Barclays
43
Barclays
United Kingdom
$36.4M +$20.4M +296,519 +147%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$32.4M -$17.8M -257,700 -37%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$32.1M -$2.9M -42,038 -9%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$30.9M -$3.32M -48,184 -10%
Legal & General Group
47
Legal & General Group
United Kingdom
$30.7M -$1.03M -15,000 -3%
SEI Investments
48
SEI Investments
Pennsylvania
$29M +$2.01M +29,148 +8%
Ameriprise
49
Ameriprise
Minnesota
$28.6M -$1.18M -17,142 -4%
Principal Financial Group
50
Principal Financial Group
Iowa
$28.2M -$749K -10,862 -3%

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.