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Unum
UNM

Overview Fund Activity

553 hedge funds and large institutions have $7.95B invested in Unum in 2023 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 183 increasing their positions, 199 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
+31
Holders Change %
+5.94%
% of All Funds
8.72%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
82
Increased
183
Reduced
199
Closed
47
Calls
$114M
Puts
$51.4M
Net Calls
+$62.3M
Net Calls Change
+$9.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$589M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$78.2M
3
Viking Global Investors
Viking Global Investors
Connecticut
$251M
4
Man Group
Man Group
United Kingdom
$31.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$55.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$26.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$303M
3
BlackRock
BlackRock
New York
$1.1B
4
SSA
Schonfeld Strategic Advisors
New York
$21.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
526
Farmers & Merchants Investments Inc
Nebraska
$4.06K – – –
EARNEST Partners
527
EARNEST Partners
Georgia
$3.86K – – –
WT
528
Whittier Trust
California
$3.53K – – –
MCM
529
Manchester Capital Management
Vermont
$3.34K – – –
SIC
530
SJS Investment Consulting
Ohio
$3.24K -$382 -8 -11%
BAM
531
Byrne Asset Management
New Jersey
$3K – – –
CAL
532
Capital Advisors Ltd
Ohio
$3K +$833 +15 +38%
BHWM
533
Beaird Harris Wealth Management
Texas
$2.86K – – –
DI
534
Disciplined Investments
Oklahoma
$2.43K -$48 -1 -2%
ADL
535
Asset Dedication LLC
California
$2K – – –
CTA
536
Colonial Trust Advisors
South Carolina
$1.91K – – –
MRCM
537
M&R Capital Management
New Jersey
$1.83K – – –
CWP
538
Concord Wealth Partners
Virginia
$1.19K +$1.19K +25 New
RFG
539
RFP Financial Group
Georgia
$1.15K – – –
FWM
540
Focused Wealth Management
New York
$1.12K – – –
SIA
541
SkyView Investment Advisors
New Jersey
$1K +$476 +10 +91%
AW
542
Avion Wealth
Texas
$1K +$1K +24 New
VWM
543
Venturi Wealth Management
Texas
$954 +$954 +20 New
TWP
544
TFO Wealth Partners
Ohio
$668 – – –
2L
545
25 LLC
Missouri
$617 – – –
HI
546
Horizon Investments
North Carolina
$615 – – –
RG
547
Retirement Group
California
$477 +$477 +10 New
VAG
548
VisionPoint Advisory Group
Texas
$382 +$382 +8 New
CA
549
Crewe Advisors
Utah
$287 +$287 +6 New
GI
550
Gradient Investments
Minnesota
$239 +$239 +5 New
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