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697 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 265 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $8.82M

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

9% more capital invested

Capital invested by funds: $10.4B → $11.3B (+$934M)

8.97% more ownership

Funds ownership: 78.22%87.19% (+9%)

4% more funds holding

Funds holding: 672697 (+25)

24% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
8.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
108
Increased
202
Reduced
265
Closed
70
Calls
$34.8M
Puts
$8.82M
Net Calls
+$26M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
476
Welch & Forbes
Massachusetts
$277K
JCM
477
Jacobi Capital Management
Pennsylvania
$275K +$41.5K +542 +18%
MYAM
478
Meiji Yasuda Asset Management
Japan
$274K -$8.26K -108 -3%
ST
479
Spinnaker Trust
Maine
$272K
NI
480
NDVR Inc
Massachusetts
$270K -$63K -824 -19%
HDIM
481
Hanson & Doremus Investment Management
Vermont
$270K
SRC
482
Sage Rhino Capital
California
$270K +$3.82K +50 +1%
HI
483
Horizon Investments
North Carolina
$268K -$5.5M -71,962 -95%
JWCA
484
J.W. Cole Advisors
Florida
$267K -$107K -1,395 -25%
PP
485
Prudential plc
United Kingdom
$265K -$34.4K -450 -12%
OIA
486
OneDigital Investment Advisors
Kansas
$264K -$5.66K -74 -2%
Vontobel Holding
487
Vontobel Holding
Switzerland
$264K +$260K +3,405 New
DE
488
Diversified Enterprises
Delaware
$264K +$260K +3,403 New
ETC
489
Exchange Traded Concepts
Oklahoma
$263K +$260K +3,399 New
EW
490
Elyxium Wealth
California
$258K +$3.75K +49 +1%
CS
491
Capital Square
Tennessee
$258K +$153 +2 +0.1%
EB
492
Eastern Bank
Massachusetts
$256K +$459 +6 +0.2%
NPA
493
Nichols & Pratt Advisers
Massachusetts
$253K
MT
494
Midwest Trust
Kansas
$252K +$6.88K +90 +3%
AWM
495
Accurate Wealth Management
Florida
$251K +$240K +3,132 New
SA
496
Sanctuary Advisors
Indiana
$249K -$194K -2,534 -44%
SFO
497
Stokes Family Office
Louisiana
$248K +$245K +3,204 New
BTC
498
Bank & Trust Company
Illinois
$248K
KAS
499
KPP Advisory Services
Kentucky
$248K -$1.91K -25 -0.8%
PCM
500
Prelude Capital Management
New York
$248K +$244K +3,194 New