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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
CTC
476
Central Trust Company
Missouri
$51.1K +$51.7K +1,000 New
PFA
477
Pathway Financial Advisers
Indiana
$50.5K -$20.4K -394 -28%
AAM
478
Advisors Asset Management
Colorado
$50.2K +$50.8K +982 New
PFBT
479
Parkside Financial Bank & Trust
Missouri
$45.9K -$52 -1 -0.1%
WBWA
480
William B. Walkup & Associates
South Carolina
$43.7K +$44.2K +855 New
VWM
481
Venturi Wealth Management
Texas
$43K -$5.38K -104 -11%
GWM
482
Geneos Wealth Management
Colorado
$41.8K +$10.5K +203 +33%
TFF
483
The Family Firm
Maryland
$41.2K +$41.7K +806 New
HI
484
Harbour Investments
Wisconsin
$40.5K +$207 +4 +0.5%
IC
485
Innealta Capital
Texas
$39.9K +$40.4K +781 New
AT
486
Arlington Trust
Alabama
$39.6K
EWA
487
EverSource Wealth Advisors
Alabama
$34.7K +$7.66K +148 +33%
MA
488
MCF Advisors
Kentucky
$33.7K
HNB
489
Huntington National Bank
Ohio
$32.9K +$155 +3 +0.5%
GLR
490
Great Lakes Retirement
Ohio
$31.5K +$31.9K +616 New
SPIA
491
Steward Partners Investment Advisory
New York
$31.4K -$5.17K -100 -14%
FCMT
492
Founders Capital Management (Texas)
Texas
$30.7K -$76K -1,468 -71%
1IA
493
1620 Investment Advisors
Massachusetts
$29.3K +$29.6K +573 New
ME
494
McIlrath & Eck
Washington
$28.4K
MCM
495
Manchester Capital Management
Vermont
$27.7K +$15.4K +297 +121%
FDCDDQ
496
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27K
VSQM
497
V-Square Quantitative Management
Illinois
$26K +$26.3K +508 New
VCM
498
Versant Capital Management
Arizona
$25.7K +$20.4K +394 +361%
Group One Trading
499
Group One Trading
Illinois
$25.7K +$26K +502 New
AEPWM
500
Atlantic Edge Private Wealth Management
Florida
$25.6K

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.