686 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 201 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% more funds holding

Funds holding: 669686 (+17)

24% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 263

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
686
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.8M
Puts
$8.82M
Net Calls
Net Calls Change

Top Sellers

1 -$104M
2 -$80.6M
3 -$51.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$37.1M
5
DSC
Donald Smith & Co
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NG
526
Norden Group
Utah
$204K
AWM
527
Ariadne Wealth Management
California
$204K
JF
528
Jump Financial
Illinois
$202K
HAG
529
HighPoint Advisor Group
Illinois
$202K
Rafferty Asset Management
530
Rafferty Asset Management
New York
$200K
TFA
531
Toth Financial Advisory
Virginia
$198K
BNP Paribas Asset Management
532
BNP Paribas Asset Management
France
$197K
Northwestern Mutual Wealth Management
533
Northwestern Mutual Wealth Management
Wisconsin
$189K
JSAM
534
J. Safra Asset Management
New York
$181K
Fifth Third Bancorp
535
Fifth Third Bancorp
Ohio
$173K
CG
536
Curat Global
New Hampshire
$170K
HFS
537
Hantz Financial Services
Michigan
$170K
Nomura Asset Management
538
Nomura Asset Management
Japan
$161K
MWPCG
539
Measured Wealth Private Client Group
New Hampshire
$160K
RIL
540
Rothschild Investment LLC
Illinois
$156K
EWA
541
EverSource Wealth Advisors
Alabama
$154K
VCM
542
Versant Capital Management
Arizona
$150K
NECFA
543
New England Capital Financial Advisors
Connecticut
$148K
AUB
544
Atlantic Union Bankshares
Virginia
$147K
TWC
545
TD Waterhouse Canada
Ontario, Canada
$143K
DB
546
Danske Bank
Denmark
$132K
CJ
547
Caitlin John
Michigan
$129K
AA
548
Addison Advisors
Vermont
$125K
C
549
Covestor
United Kingdom
$119K
SPIA
550
Steward Partners Investment Advisory
New York
$117K