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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 %
JCM
501
Jacobi Capital Management
Pennsylvania
$238K +$238K +3,261 New
TFA
502
Toth Financial Advisory
Virginia
$237K -$16.7K -228 -7%
CA
503
Clearstead Advisors
Ohio
$234K +$9.71K +133 +4%
FCP
504
Fidelis Capital Partners
Florida
$234K +$234K +3,067 New
RSWM
505
Robertson Stephens Wealth Management
California
$233K +$233K +3,188 New
O
506
Ossiam
France
$231K -$48.6K -665 -17%
BPA
507
Beacon Pointe Advisors
California
$230K -$459K -6,289 -67%
AWS
508
Atria Wealth Solutions
New York
$230K +$230K +3,143 New
BRWA
509
B. Riley Wealth Advisors
Florida
$229K -$74.4K -1,019 -25%
PA
510
Parallel Advisors
California
$228K +$5.84K +80 +3%
PSC
511
Portman Square Capital
United Kingdom
$228K +$228K +3,116 New
GWM
512
Geneos Wealth Management
Colorado
$221K +$876 +12 +0.4%
KF
513
KKM Financial
Illinois
$219K +$219K +3,000 New
1C
514
111 Capital
France
$219K +$219K +2,996 New
BTC
515
Bank & Trust Company
Illinois
$218K – – –
FHA
516
Flagship Harbor Advisors
Massachusetts
$218K +$218K +2,980 New
BCP
517
Blackhawk Capital Partners
Wisconsin
$217K -$84.1K -1,152 -28%
LBC
518
Leigh Baldwin & Co
New York
$217K +$217K +2,970 New
SWP
519
Stratos Wealth Partners
Ohio
$216K +$216K +2,964 New
PI
520
PFG Investments
New York
$216K +$216K +2,964 New
FFA
521
Fragasso Financial Advisors
Pennsylvania
$213K +$213K +2,921 New
SCM
522
Sage Capital Management
New Jersey
$213K +$213K +2,921 New
AAP
523
Arax Advisory Partners
Colorado
$212K +$99.2K +1,359 +88%
NEI
524
Northwest & Ethical Investments
Ontario, Canada
$212K +$212K +2,900 New
QL
525
Quarry LP
New York
$208K +$140K +1,918 +206%
19 20
21
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