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682 hedge funds and large institutions have $11.3B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 220 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 49

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $9.3B → $11.3B (+$1.95B)

10% more funds holding

Funds holding: 621682 (+61)

9% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $67.5M

0.11% more ownership

Funds ownership: 84.27%84.38% (+0.11%)

12% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 250

Holders
682
Holders Change
+61
Holders Change %
+9.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
118
Increased
220
Reduced
250
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
501
Financial Counselors Inc
Kansas
$240K +$226K +3,285 New
Wellington Management Group
502
Wellington Management Group
Massachusetts
$240K +$226K +3,282 New
NPA
503
Nichols & Pratt Advisers
Massachusetts
$239K +$225K +3,270 New
JCM
504
Jacobi Capital Management
Pennsylvania
$238K +$225K +3,261 New
TFA
505
Toth Financial Advisory
Virginia
$237K -$15.7K -228 -7%
CA
506
Clearstead Advisors
Ohio
$234K +$9.17K +133 +4%
FCP
507
Fidelis Capital Partners
Florida
$234K +$211K +3,067 New
RSWM
508
Robertson Stephens Wealth Management
California
$233K +$220K +3,188 New
O
509
Ossiam
France
$231K -$45.8K -665 -17%
BPA
510
Beacon Pointe Advisors
California
$230K -$434K -6,289 -67%
AWS
511
Atria Wealth Solutions
New York
$230K +$217K +3,143 New
BRWA
512
B. Riley Wealth Advisors
Florida
$229K -$70.3K -1,019 -25%
PA
513
Parallel Advisors
California
$228K +$5.51K +80 +3%
PSC
514
Portman Square Capital
United Kingdom
$228K +$215K +3,116 New
GWM
515
Geneos Wealth Management
Colorado
$221K +$827 +12 +0.4%
KF
516
KKM Financial
Illinois
$219K +$207K +3,000 New
1C
517
111 Capital
France
$219K +$207K +2,996 New
BTC
518
Bank & Trust Company
Illinois
$218K
FHA
519
Flagship Harbor Advisors
Massachusetts
$218K +$205K +2,980 New
BCP
520
Blackhawk Capital Partners
Wisconsin
$217K -$79.4K -1,152 -28%
LBC
521
Leigh Baldwin & Co
New York
$217K +$205K +2,970 New
SWP
522
Stratos Wealth Partners
Ohio
$216K +$204K +2,964 New
PI
523
PFG Investments
New York
$216K +$204K +2,964 New
FFA
524
Fragasso Financial Advisors
Pennsylvania
$213K +$201K +2,921 New
SCM
525
Sage Capital Management
New Jersey
$213K +$201K +2,921 New

UNM Hedge Fund Activity: Q4 2024 in Review

682 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2024, worth a combined $11.3B — up 21% from $9.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new UNM positions and 49 closed out — a net gain of 69 holders — while 220 added to existing stakes and 250 trimmed.

The largest buyer was Vanguard Group, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 682 institutional investors held Unum (UNM) as of Q4 2024, up from 621 in Q3 2024.
  • Funds reported $11.3B of Unum stock for Q4 2024, up 21% quarter-over-quarter.
  • 118 funds opened new Unum positions in Q4 2024 and 49 closed out, a net change of +69 holders.
  • The largest Unum buyer in Q4 2024 was Vanguard Group, an estimated $110M added.
  • The largest Unum seller in Q4 2024 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2024.