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Unum
UNM

Overview Fund Activity

522 hedge funds and large institutions have $6.63B invested in Unum in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 191 increasing their positions, 190 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
522
Holders Change
-2
Holders Change %
-0.38%
% of All Funds
8.35%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
65
Increased
191
Reduced
190
Closed
63
Calls
$94.8M
Puts
$42.2M
Net Calls
+$52.6M
Net Calls Change
+$18.2M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$80.3M
2
AssetMark Inc
AssetMark Inc
California
$51.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$815M
4
AQR Capital Management
AQR Capital Management
Connecticut
$136M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$34M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$429M
2
Invesco
Invesco
Georgia
$59.1M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$294M
4
State Street
State Street
Massachusetts
$240M
5
BlackRock
BlackRock
New York
$945M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
501
Northwest Investment Counselors
Oregon
$2.19K +$2.19K +55 New
HNB
502
Huntington National Bank
Ohio
$2.18K – – –
Commonwealth Equity Services
503
Commonwealth Equity Services
Massachusetts
$2.06K +$317 +8,018 +18%
DI
504
Disciplined Investments
Oklahoma
$2.06K -$198 -5 -9%
CAL
505
Capital Advisors Ltd
Ohio
$2K -$1.33K -26 -40%
GM
506
GeoWealth Management
Illinois
$2K +$2K +50 New
CTA
507
Colonial Trust Advisors
South Carolina
$1.58K -$593 -15 -27%
MRCM
508
M&R Capital Management
New Jersey
$1.51K +$40 +1 +3%
BWM
509
BerganKDV Wealth Management
Minnesota
$1.33K – – –
WT
510
Washington Trust
Rhode Island
$1.15K – – –
ADL
511
Asset Dedication LLC
California
$1K – – –
FMP
512
Financial Management Professionals
Texas
$1K – – –
RFG
513
RFP Financial Group
Georgia
$949 – – –
FWM
514
Focused Wealth Management
New York
$919 – – –
2L
515
25 LLC
Missouri
$583 +$583 +13 New
TWP
516
TFO Wealth Partners
Ohio
$554 -$950 -24 -63%
EBA
517
Eagle Bay Advisors
New York
$514 – – –
HI
518
Horizon Investments
North Carolina
$510 +$510 +13 New
PWMG
519
Prestige Wealth Management Group
New Jersey
$436 – – –
FGAM
520
Financial Gravity Asset Management
Texas
$275 -$7 -1 -2%
TFM
521
TFC Financial Management
Massachusetts
$198 +$198 +5 New
TCOV
522
Trust Company of Vermont
Vermont
$79 – – –
FM
523
Freemont Management
Switzerland
– -$13.4M -327,500 Closed
GHAM
524
Gilman Hill Asset Management
Connecticut
– -$6.95M -169,460 Closed
SFI
525
Susquehanna Fundamental Investments
Pennsylvania
– -$6.38M -155,440 Closed
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