568 hedge funds and large institutions have $7.68B invested in Unum in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 195 increasing their positions, 220 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
-8
Holders Change %
-1.39%
% of All Funds
8.33%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
73
Increased
195
Reduced
220
Closed
73
Calls
$51.1M
Puts
$30.2M
Net Calls
+$21M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Shares
Change %
NOI
526
Newton One Investments
Delaware
$5.92K +$45 +1 +0.8%
SWC
527
Spectrum Wealth Counsel
Indiana
$5.92K +$5.92K +131 New
DIP
528
DT Investment Partners
Pennsylvania
$5.55K
VCM
529
Versant Capital Management
Arizona
$5.47K -$136 -3 -2%
BCMLT
530
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.46K
LF
531
Lee Financial
Texas
$5.43K
CJ
532
Caitlin John
Michigan
$5.16K +$5.16K +114 New
IWA
533
IBEX Wealth Advisors
New Jersey
$5.1K -$4.97M -110,020 -100%
GA
534
GoalVest Advisory
New York
$4.97K +$4.97K +110 New
FBC
535
Fairfield, Bush & Co
Connecticut
$4.74K +$4.74K +105 New
BC
536
Barrett & Company
Rhode Island
$4.48K +$4.48K +99 New
S
537
Sachetta
Massachusetts
$4.16K +$4.16K +92 New
FMII
538
Farmers & Merchants Investments Inc
Nebraska
$3.39K
WT
539
Whittier Trust
California
$3.35K -$588 -13 -15%
SIC
540
SJS Investment Consulting
Ohio
$3.17K -$90 -2 -3%
QL
541
Quarry LP
New York
$2.89K -$5.88K -130 -67%
CAM
542
ClariVest Asset Management
California
$2.85K -$3.89K -86 -58%
BHWM
543
Beaird Harris Wealth Management
Texas
$2.71K
AGWCA
544
Annis Gardner Whiting Capital Advisors
Florida
$2.4K
PCMC
545
Planning Capital Management Corporation
Pennsylvania
$2.4K +$2.4K +53 New
BGAI
546
Bruce G. Allen Investments
Colorado
$2.35K +$2.35K +52 New
VAG
547
VisionPoint Advisory Group
Texas
$2.31K -$995 -22 -30%
DPW
548
DiNuzzo Private Wealth
Pennsylvania
$2.08K +$2.08K +46 New
CAL
549
Capital Advisors Ltd
Ohio
$2K
MRCM
550
M&R Capital Management
New Jersey
$1.71K