686 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 201 increasing their positions, 263 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: 669686 (+17)

24% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 263

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
686
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
RFS
551
Richardson Financial Services
Massachusetts
$116K
WA
552
Westfuller Advisors
New York
$107K
WA
553
WPG Advisers
Maryland
$103K
CFFP
554
Center for Financial Planning
Michigan
$95.6K
WT
555
Whittier Trust
California
$93.3K
WTC
556
WhitTier Trust Company
Nevada
$92.2K
PG
557
Proffitt & Goodson
Tennessee
$89.4K
PFBT
558
Parkside Financial Bank & Trust
Missouri
$88.8K
WBWA
559
William B. Walkup & Associates
South Carolina
$87.6K
RFP
560
Root Financial Partners
California
$85.2K
CFO
561
CVA Family Office
Colorado
$84.5K
HI
562
Hoey Investments
Pennsylvania
$81.4K
MCM
563
Manchester Capital Management
Vermont
$79.6K
CTC
564
Central Trust Company
Missouri
$77.5K
CAL
565
Capital Analysts LLC
Pennsylvania
$74K
VSQM
566
V-Square Quantitative Management
Illinois
$72.2K
SS
567
SBI Securities
Japan
$71K
HI
568
Harbour Investments
Wisconsin
$67.8K
AA
569
Ancora Advisors
Ohio
$65.7K
GWM
570
Geneos Wealth Management
Colorado
$64.5K
CFB
571
Cullen/Frost Bankers
Texas
$61.5K
MA
572
MCF Advisors
Kentucky
$54.6K
Los Angeles Capital Management
573
Los Angeles Capital Management
California
$53.1K
SIS
574
Sound Income Strategies
Florida
$52.4K
TSMHT
575
Thurston Springer Miller Herd & Titak
Indiana
$48.3K