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577 hedge funds and large institutions have $8.25B invested in Unum in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

3% more call options, than puts

Call options by funds: $39M | Put options by funds: $37.8M

0% less funds holding

Funds holding: 579577 (-2)

1.12% less ownership

Funds ownership: 86.39%85.27% (-1.1%)

7% less capital invested

Capital invested by funds: $8.87B → $8.25B (-$618M)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

Holders
577
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
66
Increased
195
Reduced
224
Closed
59
Calls
$39M
Puts
$37.8M
Net Calls
+$1.18M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
501
Aquatic Capital Management
Illinois
$25.6K +$25.9K +500 New
DMBA
502
Deseret Mutual Benefit Administrators
Utah
$25.2K
NSIM
503
North Star Investment Management
Illinois
$21.4K +$52 +1 +0.2%
SIS
504
Sound Income Strategies
Florida
$21.3K +$155 +3 +0.7%
BWP
505
Baldwin Wealth Partners
Massachusetts
$20.4K
SWM
506
Sugarloaf Wealth Management
Georgia
$20.4K
RA
507
Rise Advisors
New York
$20.1K -$21.7K -420 -52%
LSA
508
Leonteq Securities AG
Switzerland
$20.1K -$5.54K -107 -21%
W
509
WealthCollab
Washington
$18.9K
PWMG
510
Private Wealth Management Group
New Jersey
$17.5K -$9.37K -181 -35%
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$17.2K -$3.57K -69 -17%
TPCW
512
TD Private Client Wealth
New York
$16.2K
BIA
513
Bell Investment Advisors
California
$16.2K +$1.03K +20 +7%
HWA
514
Heritage Wealth Advisors
Virginia
$15.5K
HGA
515
Hobbs Group Advisors
South Carolina
$15.3K +$15.5K +300 New
NCM
516
Northwest Capital Management
Oregon
$14.8K
CTWM
517
Cherry Tree Wealth Management
Minnesota
$14.5K
FFA
518
Frazier Financial Advisors
Ohio
$14.5K +$8.95K +173 +157%
CAS
519
Coppell Advisory Solutions
Texas
$13.4K +$13.6K +262 New
HCM
520
Hollencrest Capital Management
California
$11.9K +$103 +2 +0.9%
JWA
521
JFS Wealth Advisors
Pennsylvania
$11.4K -$155 -3 -1%
CMP
522
Coston McIsaac & Partners
Maine
$11K
RIL
523
Rothschild Investment LLC
Illinois
$10.7K +$10.8K +209 New
ADL
524
Asset Dedication LLC
California
$10.4K
SWA
525
SOA Wealth Advisors
New York
$10K -$1.34K -26 -12%

UNM Hedge Fund Activity: Q2 2024 in Review

577 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2024, worth a combined $8.25B — down 7% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new UNM positions and 59 closed out — a net gain of 7 holders — while 195 added to existing stakes and 224 trimmed.

The largest buyer was Norges Bank, adding an estimated $68M. The largest seller was Nordea Investment Management, cutting an estimated $32.6M.

  • 577 institutional investors held Unum (UNM) as of Q2 2024, down from 579 in Q1 2024.
  • Funds reported $8.25B of Unum stock for Q2 2024, down 7% quarter-over-quarter.
  • 66 funds opened new Unum positions in Q2 2024 and 59 closed out, a net change of +7 holders.
  • The largest Unum buyer in Q2 2024 was Norges Bank, an estimated $68M added.
  • The largest Unum seller in Q2 2024 was Nordea Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2024.