690 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 202 increasing their positions, 264 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% more funds holding

Funds holding: 670690 (+20)

23% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 264

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
690
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.8M
Puts
$8.82M
Net Calls
Net Calls Change

Top Sellers

1 -$104M
2 -$80.6M
3 -$51.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$37.1M
5
DSC
Donald Smith & Co
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
526
Leigh Baldwin & Co
New York
$208K
PTC
527
Private Trust Company
Ohio
$206K
NG
528
Norden Group
Utah
$204K
AWM
529
Ariadne Wealth Management
California
$204K
JF
530
Jump Financial
Illinois
$202K
HAG
531
HighPoint Advisor Group
Illinois
$202K
Rafferty Asset Management
532
Rafferty Asset Management
New York
$200K
TFA
533
Toth Financial Advisory
Virginia
$198K
BNP Paribas Asset Management
534
BNP Paribas Asset Management
France
$197K
Northwestern Mutual Wealth Management
535
Northwestern Mutual Wealth Management
Wisconsin
$189K
JSAM
536
J. Safra Asset Management
New York
$181K
Fifth Third Bancorp
537
Fifth Third Bancorp
Ohio
$173K
CG
538
Curat Global
New Hampshire
$170K
HFS
539
Hantz Financial Services
Michigan
$170K
Nomura Asset Management
540
Nomura Asset Management
Japan
$161K
MWPCG
541
Measured Wealth Private Client Group
New Hampshire
$160K
RIL
542
Rothschild Investment LLC
Illinois
$156K
EWA
543
EverSource Wealth Advisors
Alabama
$154K
VCM
544
Versant Capital Management
Arizona
$150K
NECFA
545
New England Capital Financial Advisors
Connecticut
$148K
AUB
546
Atlantic Union Bankshares
Virginia
$147K
TWC
547
TD Waterhouse Canada
Ontario, Canada
$143K
DB
548
Danske Bank
Denmark
$132K
CJ
549
Caitlin John
Michigan
$129K
AA
550
Addison Advisors
Vermont
$125K