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697 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 265 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $8.82M

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

9% more capital invested

Capital invested by funds: $10.4B → $11.3B (+$934M)

8.97% more ownership

Funds ownership: 78.22%87.19% (+9%)

4% more funds holding

Funds holding: 672697 (+25)

24% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
8.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
108
Increased
202
Reduced
265
Closed
70
Calls
$34.8M
Puts
$8.82M
Net Calls
+$26M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
BPAMU
526
BTG Pactual Asset Management US
New York
$212K +$209K +2,732 New
TM
527
Torren Management
California
$211K +$208K +2,718 New
WBC
528
West Branch Capital
Massachusetts
$210K
BFG
529
Beacon Financial Group
Texas
$210K -$41.6K -544 -17%
LBC
530
Leigh Baldwin & Co
New York
$208K
PTC
531
Private Trust Company
Ohio
$206K
NG
532
Norden Group
Utah
$204K +$3.75K +49 +2%
AWM
533
Ariadne Wealth Management
California
$204K -$8.03K -105 -4%
JF
534
Jump Financial
Illinois
$202K -$2.84M -37,164 -93%
HAG
535
HighPoint Advisor Group
Illinois
$202K +$199K +2,603 New
Rafferty Asset Management
536
Rafferty Asset Management
New York
$200K -$9.18K -120 -4%
TFA
537
Toth Financial Advisory
Virginia
$198K
BNP Paribas Asset Management
538
BNP Paribas Asset Management
France
$197K +$40.7K +532 +26%
Northwestern Mutual Wealth Management
539
Northwestern Mutual Wealth Management
Wisconsin
$189K -$11K -144 -6%
JSAM
540
J. Safra Asset Management
New York
$181K
Fifth Third Bancorp
541
Fifth Third Bancorp
Ohio
$173K +$3.44K +45 +2%
CG
542
Curat Global
New Hampshire
$170K
HFS
543
Hantz Financial Services
Michigan
$170K +$76.2K +997 +84%
Nomura Asset Management
544
Nomura Asset Management
Japan
$161K
MWPCG
545
Measured Wealth Private Client Group
New Hampshire
$160K -$250K -3,269 -61%
RIL
546
Rothschild Investment LLC
Illinois
$156K -$85.3K -1,116 -36%
EWA
547
EverSource Wealth Advisors
Alabama
$154K -$5.96K -78 -4%
VCM
548
Versant Capital Management
Arizona
$150K +$76.3K +998 +107%
NECFA
549
New England Capital Financial Advisors
Connecticut
$148K
AUB
550
Atlantic Union Bankshares
Virginia
$147K