729 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 272

2% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
729
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$35.5M
Net Calls
Net Calls Change

Top Buyers

1 +$50.9M
2 +$49.8M
3 +$44.2M
4
UBS Group
UBS Group
Switzerland
+$39.4M
5
Morgan Stanley
Morgan Stanley
New York
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
NPA
526
Nichols & Pratt Advisers
Massachusetts
$264K
BWM
527
Baron Wealth Management
Michigan
$264K
JCM
528
Jacobi Capital Management
Pennsylvania
$263K
BTI
529
Blue Trust Inc
Georgia
$263K
PA
530
Profund Advisors
Maryland
$261K
FHA
531
Flagship Harbor Advisors
Massachusetts
$259K
BTC
532
Bank & Trust Company
Illinois
$259K
SAM
533
Strategy Asset Managers
California
$258K
VC
534
Vicus Capital
Pennsylvania
$253K
FFA
535
Farther Finance Advisors
California
$251K
SFA
536
Sequoia Financial Advisors
Ohio
$247K
KWM
537
Kingsman Wealth Management
Florida
$244K
NW
538
NewEdge Wealth
Pennsylvania
$243K
PA
539
Parallel Advisors
California
$243K
KF
540
KKM Financial
Illinois
$242K
PWM
541
Perigon Wealth Management
California
$241K
AA
542
Armis Advisers
Georgia
$240K
RSWM
543
Robertson Stephens Wealth Management
California
$239K
SCM
544
Sage Capital Management
New Jersey
$238K
FFA
545
Fragasso Financial Advisors
Pennsylvania
$238K
MT
546
Midwest Trust
Kansas
$237K
AWA
547
Aaron Wealth Advisors
Illinois
$234K
IC
548
Inscription Capital
Texas
$231K
TFA
549
Toth Financial Advisory
Virginia
$229K
MA
550
MJP Associates
Connecticut
$228K