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697 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 265 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $8.82M

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

9% more capital invested

Capital invested by funds: $10.4B → $11.3B (+$934M)

8.97% more ownership

Funds ownership: 78.22%87.19% (+9%)

4% more funds holding

Funds holding: 672697 (+25)

24% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
8.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
108
Increased
202
Reduced
265
Closed
70
Calls
$34.8M
Puts
$8.82M
Net Calls
+$26M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
501
Clarius Group LLC
Washington
$246K
BTI
502
Blue Trust Inc
Georgia
$243K -$6.58K -86 -3%
PA
503
Profund Advisors
Maryland
$242K -$28.4K -372 -11%
FCP
504
Fidelis Capital Partners
Florida
$242K +$3.44K +45 +1%
AAM
505
Advisors Asset Management
Colorado
$237K -$109K -1,424 -32%
SPC
506
Sigma Planning Corp
Michigan
$234K -$14.9K -195 -6%
PCIA
507
Prime Capital Investment Advisors
Kansas
$232K +$229K +2,998 New
SCM
508
Sage Capital Management
New Jersey
$232K +$1.22K +16 +0.5%
PA
509
Parallel Advisors
California
$232K -$76 -1 -0%
GWM
510
GDS Wealth Management
Texas
$230K
OL
511
Optas LLC
Texas
$228K +$225K +2,945 New
AO
512
Advisor OS
Illinois
$227K +$5.28K +69 +2%
MA
513
MJP Associates
Connecticut
$227K +$5.28K +69 +2%
PGA
514
Portland Global Advisors
Maine
$227K -$143K -1,873 -39%
DS
515
DRW Securities
Illinois
$226K +$223K +2,914 New
SWP
516
Sagespring Wealth Partners
Tennessee
$225K +$222K +2,898 New
C
517
Certuity
Florida
$223K +$220K +2,879 New
CIA
518
Capital Investment Advisors
Georgia
$223K +$76 +1 +0%
CIA
519
Choate Investment Advisors
Massachusetts
$222K -$382 -5 -0.2%
KCM
520
Kathmere Capital Management
Pennsylvania
$221K +$218K +2,857 New
PI
521
PFG Investments
New York
$219K
SAM
522
Smartleaf Asset Management
Massachusetts
$218K +$11.4K +149 +6%
OTL
523
Oak Thistle LLC
New York
$218K -$1.05M -13,742 -83%
CAG
524
Crestwood Advisors Group
Massachusetts
$216K +$213K +2,782 New
SIC
525
Sterling Investment Counsel
New York
$215K +$225K +2,944 New