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Unum
UNM

Overview Fund Activity

678 hedge funds and large institutions have $11.2B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 218 increasing their positions, 247 reducing their positions, and 49 closing their positions.

Holders
678
Holders Change
+62
Holders Change %
+10.06%
% of All Funds
9.03%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
119
Increased
218
Reduced
247
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.5B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$114M
3
ZIG
3
Zurich Insurance Group
Switzerland
$105M
4
UBS Group
4
UBS Group
Switzerland
$91.5M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$59.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$617M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$125M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$109M
4
ProShare Advisors
4
ProShare Advisors
Maryland
$38.9M
5
AssetMark Inc
5
AssetMark Inc
California
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRQ
476
Gardner Russo & Quinn
Pennsylvania
$278K – – –
LAM
477
Longboard Asset Management
Arizona
$277K +$277K +3,794 New
MC
478
Moors & Cabot
Massachusetts
$277K – – –
NW
479
NewEdge Wealth
Pennsylvania
$275K -$18.6K -255 -6%
GSC
480
Ground Swell Capital
South Carolina
$268K +$268K +3,665 New
ST
481
Spinnaker Trust
Maine
$267K +$7.01K +96 +3%
MC
482
Machina Capital
France
$266K -$313K -4,282 -54%
BTI
483
Blue Trust Inc
Georgia
$264K -$572K -7,830 -68%
WF
484
Welch & Forbes
Massachusetts
$262K – – –
VFA
485
Valeo Financial Advisors
Indiana
$260K -$97.3K -1,332 -27%
SRC
486
Sage Rhino Capital
California
$258K -$9.57K -131 -4%
CWM
487
Challenger Wealth Management
California
$258K +$258K +3,528 New
CIBC Private Wealth Group
488
CIBC Private Wealth Group
Georgia
$255K -$28.4K -389 -10%
HDIM
489
Hanson & Doremus Investment Management
Vermont
$254K -$5.77K -79 -2%
AWM
490
Ariadne Wealth Management
California
$251K +$2.39K +31 +1%
BCM
491
Brookstone Capital Management
Illinois
$251K +$251K +3,432 New
Fifth Third Bancorp
492
Fifth Third Bancorp
Ohio
$250K -$29.9K -409 -11%
CS
493
Capital Square
Tennessee
$250K +$250K +3,327 New
MA
494
Montag & Associates
Georgia
$249K +$249K +3,410 New
IFU
495
iSAM Funds (UK)
United Kingdom
$249K +$249K +3,404 New
BJL
496
Brighton Jones LLC
Washington
$247K +$247K +3,385 New
KAS
497
KPP Advisory Services
Kentucky
$246K – – –
FCI
498
Financial Counselors Inc
Kansas
$240K +$240K +3,285 New
Wellington Management Group
499
Wellington Management Group
Massachusetts
$240K +$240K +3,282 New
NPA
500
Nichols & Pratt Advisers
Massachusetts
$239K +$239K +3,270 New
18 19
20
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