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621 hedge funds and large institutions have $9.3B invested in Unum in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $8.25B → $9.3B (+$1.05B)

8% more funds holding

Funds holding: 577621 (+44)

9% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $49.2M

4% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 219

1% less ownership

Funds ownership: 85.27%84.27% (-1%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
621
Holders Change
+44
Holders Change %
+7.63%
% of All Funds
8.92%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
89
Increased
227
Reduced
219
Closed
41
Calls
$53.5M
Puts
$49.2M
Net Calls
+$4.32M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
526
Parkside Financial Bank & Trust
Missouri
$53.4K
WBWA
527
William B. Walkup & Associates
South Carolina
$50.8K
HI
528
Harbour Investments
Wisconsin
$48.9K +$1.63K +30 +4%
AT
529
Arlington Trust
Alabama
$46K
MA
530
MCF Advisors
Kentucky
$45.4K +$5.76K +106 +16%
TCOV
531
Trust Company of Vermont
Vermont
$43.5K +$39.6K +729 +36,450%
VSQM
532
V-Square Quantitative Management
Illinois
$41.7K +$10.5K +194 +38%
FDCDDQ
533
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.4K +$8.14K +150 +28%
HNB
534
Huntington National Bank
Ohio
$40.4K +$1.96K +36 +6%
CAS
535
Coppell Advisory Solutions
Texas
$38.1K +$21.1K +388 +148%
TSMHT
536
Thurston Springer Miller Herd & Titak
Indiana
$36.9K +$33.7K +621 New
SPIA
537
Steward Partners Investment Advisory
New York
$36.5K
VCM
538
Versant Capital Management
Arizona
$36K +$5.59K +103 +20%
FCMT
539
Founders Capital Management (Texas)
Texas
$35.7K
1IA
540
1620 Investment Advisors
Massachusetts
$34.1K
ME
541
McIlrath & Eck
Washington
$33K
EWA
542
EverSource Wealth Advisors
Alabama
$31.4K -$4.02K -74 -12%
MCM
543
Manchester Capital Management
Vermont
$31.3K -$815 -15 -3%
CPA
544
Capital Performance Advisors
California
$31.3K +$28.6K +527 New
BWP
545
Baldwin Wealth Partners
Massachusetts
$30.7K +$6.3K +116 +29%
AEPWM
546
Atlantic Edge Private Wealth Management
Florida
$29.7K
DMBA
547
Deseret Mutual Benefit Administrators
Utah
$29.3K
LIS
548
Legacy Investment Solutions
Idaho
$26.3K +$20.1K +370 New
LWMI
549
Legacy Wealth Management (Idaho)
Idaho
$26.3K +$20.1K +370 New
NSIM
550
North Star Investment Management
Illinois
$25K +$109 +2 +0.5%

UNM Hedge Fund Activity: Q3 2024 in Review

621 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2024, worth a combined $9.3B — up 13% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new UNM positions and 41 closed out — a net gain of 48 holders — while 227 added to existing stakes and 219 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $42.8M. The largest seller was Fidelity Investments, cutting an estimated $179M.

  • 621 institutional investors held Unum (UNM) as of Q3 2024, up from 577 in Q2 2024.
  • Funds reported $9.3B of Unum stock for Q3 2024, up 13% quarter-over-quarter.
  • 89 funds opened new Unum positions in Q3 2024 and 41 closed out, a net change of +48 holders.
  • The largest Unum buyer in Q3 2024 was Voloridge Investment Management, an estimated $42.8M added.
  • The largest Unum seller in Q3 2024 was Fidelity Investments, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2024.