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682 hedge funds and large institutions have $11.3B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 220 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 49

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $9.3B → $11.3B (+$1.95B)

10% more funds holding

Funds holding: 621682 (+61)

9% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $67.5M

0.11% more ownership

Funds ownership: 84.27%84.38% (+0.11%)

12% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 250

Holders
682
Holders Change
+61
Holders Change %
+9.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
118
Increased
220
Reduced
250
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
526
Arax Advisory Partners
Colorado
$212K +$93.7K +1,359 +88%
NEI
527
Northwest & Ethical Investments
Ontario, Canada
$212K +$200K +2,900 New
QL
528
Quarry LP
New York
$208K +$132K +1,918 +206%
REMPR
529
Roof Eidam Maycock Peralta (REMP)
California
$207K +$195K +2,830 New
SW
530
SVB Wealth
Massachusetts
$204K +$192K +2,788 New
FC
531
Farringdon Capital
United Kingdom
$202K +$191K +2,768 New
AO
532
Advisor OS
Illinois
$201K +$190K +2,750 New
MA
533
MJP Associates
Connecticut
$201K +$190K +2,750 New
WBC
534
West Branch Capital
Massachusetts
$198K
Nomura Asset Management
535
Nomura Asset Management
Japan
$193K
GM
536
GeoWealth Management
Illinois
$191K -$6.62K -96 -4%
FFA
537
Farther Finance Advisors
California
$190K -$42.8K -621 -19%
PTC
538
Private Trust Company
Ohio
$188K
SAM
539
Smartleaf Asset Management
Massachusetts
$186K +$39.6K +574 +29%
CA
540
Continuum Advisory
Idaho
$174K -$4K -58 -2%
EDRH
541
Edmond de Rothschild Holding
Switzerland
$173K
AF
542
Allworth Financial
California
$167K +$1.45K +21 +1%
Jones Financial Companies
543
Jones Financial Companies
Missouri
$165K +$86.3K +1,252 +124%
MCM
544
MAI Capital Management
Ohio
$144K +$136K +1,970 New
Northwestern Mutual Wealth Management
545
Northwestern Mutual Wealth Management
Wisconsin
$143K -$3.03K -44 -2%
C
546
Covestor
United Kingdom
$142K -$38.7K -562 -22%
NECFA
547
New England Capital Financial Advisors
Connecticut
$139K
PG
548
Proffitt & Goodson
Tennessee
$130K
RFS
549
Richardson Financial Services
Massachusetts
$124K -$5.17K -75 -4%
TWC
550
TD Waterhouse Canada
Ontario, Canada
$122K +$38.1K +553 +49%

UNM Hedge Fund Activity: Q4 2024 in Review

682 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2024, worth a combined $11.3B — up 21% from $9.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new UNM positions and 49 closed out — a net gain of 69 holders — while 220 added to existing stakes and 250 trimmed.

The largest buyer was Vanguard Group, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 682 institutional investors held Unum (UNM) as of Q4 2024, up from 621 in Q3 2024.
  • Funds reported $11.3B of Unum stock for Q4 2024, up 21% quarter-over-quarter.
  • 118 funds opened new Unum positions in Q4 2024 and 49 closed out, a net change of +69 holders.
  • The largest Unum buyer in Q4 2024 was Vanguard Group, an estimated $110M added.
  • The largest Unum seller in Q4 2024 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2024.