727 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 268 increasing their positions, 270 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+8
Holders Change %
+1.11%
% of All Funds
9.75%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
81
Increased
268
Reduced
270
Closed
64
Calls
$34.7M
Puts
$35.5M
Net Calls
-$795K
Net Calls Change
-$10.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PI
551
PFG Investments
New York
$228K -$11.3K -140 -5%
BPA
552
Beacon Pointe Advisors
California
$228K -$15.4K -191 -6%
CIA
553
Choate Investment Advisors
Massachusetts
$227K -$808 -10 -0.4%
Rafferty Asset Management
554
Rafferty Asset Management
New York
$226K -$1.13K -14 -0.5%
SIC
555
Sterling Investment Counsel
New York
$221K -$17K -210 -7%
WBC
556
West Branch Capital
Massachusetts
$219K
BAM
557
Blueshift Asset Management
New Jersey
$219K +$219K +2,706 New
FCP
558
Fidelis Capital Partners
Florida
$218K +$1.27K +18 +0.6%
LBC
559
Leigh Baldwin & Co
New York
$217K -$8.48K -105 -4%
WANY
560
Wealthspire Advisors (New York)
New York
$217K +$217K +2,682 New
VCM
561
Versant Capital Management
Arizona
$216K +$11.2K +139 +5%
HP
562
Haven Private
Florida
$216K +$216K +2,671 New
Fifth Third Bancorp
563
Fifth Third Bancorp
Ohio
$215K -$72.5K -898 -25%
PTC
564
Private Trust Company
Ohio
$215K -$8.08K -100 -4%
AWM
565
Ariadne Wealth Management
California
$213K -$8.65K -121 -4%
PCP
566
Proficio Capital Partners
Massachusetts
$208K +$2.67K +33 +1%
MCM
567
MAI Capital Management
Ohio
$208K +$49.6K +614 +31%
PCMC
568
Paragon Capital Management (Colorado)
Colorado
$207K -$216K -2,669 -51%
APA
569
Astoria Portfolio Advisors
New York
$207K -$80 -1 -0%
CPSC
570
Carl P. Sherr & Co
Massachusetts
$207K
Northwestern Mutual Wealth Management
571
Northwestern Mutual Wealth Management
Wisconsin
$206K +$39.8K +493 +24%
HAG
572
HighPoint Advisor Group
Illinois
$206K -$9.61K -119 -4%
IA
573
IFP Advisors
Florida
$205K +$11.8K +74 +6%
AAP
574
Arax Advisory Partners
Colorado
$204K -$565 -7 -0.3%
BMC
575
Beaton Management Company
Massachusetts
$202K