568 hedge funds and large institutions have $7.68B invested in Unum in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 195 increasing their positions, 220 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-8
Holders Change %
-1.39%
% of All Funds
8.33%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
73
Increased
195
Reduced
220
Closed
73
Calls
$51.1M
Puts
$30.2M
Net Calls
+$21M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
501
Glassman Wealth Services
Virginia
$17K -$12.3K -271 -42%
HI
502
Harbour Investments
Wisconsin
$15.4K -$1.63K -36 -10%
TPCW
503
TD Private Client Wealth
New York
$15.1K -$904 -20 -6%
RWPA
504
Richard W. Paul & Associates
Michigan
$14K +$14K +310 New
BIA
505
Bell Investment Advisors
California
$13.9K +$1.49K +33 +12%
HWA
506
Heritage Wealth Advisors
Virginia
$13.7K
HGA
507
Hobbs Group Advisors
South Carolina
$13.6K +$13.6K +300 New
NCM
508
Northwest Capital Management
Oregon
$13.1K
CTWM
509
Cherry Tree Wealth Management
Minnesota
$12.8K
MPWT
510
MassMutual Private Wealth & Trust
Connecticut
$12.4K +$271 +6 +2%
CAS
511
Coppell Advisory Solutions
Texas
$11.7K +$361 +8 +3%
HCM
512
Hollencrest Capital Management
California
$10.4K +$91 +2 +0.9%
JWA
513
JFS Wealth Advisors
Pennsylvania
$10.3K +$814 +18 +9%
SWA
514
SOA Wealth Advisors
New York
$10K
CMP
515
Coston McIsaac & Partners
Maine
$10K
PO
516
Private Ocean
California
$9.45K
VWM
517
Venturi Wealth Management
Texas
$9.23K +$1.85K +41 +25%
ADL
518
Asset Dedication LLC
California
$9K
HCP
519
Hexagon Capital Partners
Arkansas
$8K -$1.63K -36 -17%
TCWA
520
Turtle Creek Wealth Advisors
Texas
$7.91K +$7.91K +175 New
MCM
521
Manchester Capital Management
Vermont
$7.87K +$4.7K +104 +149%
AAG
522
Armstrong Advisory Group
Massachusetts
$7.55K
GI
523
Gradient Investments
Minnesota
$7.55K +$7.33K +162 +3,240%
FFA
524
Frazier Financial Advisors
Ohio
$6.74K +$6.74K +149 New
AWM
525
Avior Wealth Management
Nebraska
$6.33K +$2.26K +50 +56%