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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
Rafferty Asset Management
476
Rafferty Asset Management
New York
$280K -$7.17K -104 -3%
PWM
477
Paulson Wealth Management
Illinois
$279K -$101K -1,461 -28%
EB
478
Eastern Bank
Massachusetts
$278K
GRQ
479
Gardner Russo & Quinn
Pennsylvania
$278K
LAM
480
Longboard Asset Management
Arizona
$277K +$262K +3,794 New
MC
481
Moors & Cabot
Massachusetts
$277K
NW
482
NewEdge Wealth
Pennsylvania
$275K -$17.6K -255 -6%
GSC
483
Ground Swell Capital
South Carolina
$268K +$253K +3,665 New
ST
484
Spinnaker Trust
Maine
$267K +$6.62K +96 +3%
MC
485
Machina Capital
France
$266K -$295K -4,282 -54%
BTI
486
Blue Trust Inc
Georgia
$264K -$540K -7,830 -68%
WF
487
Welch & Forbes
Massachusetts
$262K
VFA
488
Valeo Financial Advisors
Indiana
$260K -$91.8K -1,332 -27%
SRC
489
Sage Rhino Capital
California
$258K -$9.03K -131 -4%
CWM
490
Challenger Wealth Management
California
$258K +$243K +3,528 New
CIBC Private Wealth Group
491
CIBC Private Wealth Group
Georgia
$255K -$26.8K -389 -10%
HDIM
492
Hanson & Doremus Investment Management
Vermont
$254K -$5.45K -79 -2%
AWM
493
Ariadne Wealth Management
California
$251K +$2.14K +31 +1%
BCM
494
Brookstone Capital Management
Illinois
$251K +$237K +3,432 New
Fifth Third Bancorp
495
Fifth Third Bancorp
Ohio
$250K -$28.2K -409 -11%
CS
496
Capital Square
Tennessee
$250K +$229K +3,327 New
MA
497
Montag & Associates
Georgia
$249K +$235K +3,410 New
IFU
498
iSAM Funds (UK)
United Kingdom
$249K +$235K +3,404 New
BJL
499
Brighton Jones LLC
Washington
$247K +$233K +3,385 New
KAS
500
KPP Advisory Services
Kentucky
$246K

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.