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Unum
UNM

Overview Fund Activity

575 hedge funds and large institutions have $8.85B invested in Unum in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 187 increasing their positions, 222 reducing their positions, and 64 closing their positions.

Holders
575
Holders Change
+8
Holders Change %
+1.41%
% of All Funds
8.34%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
79
Increased
187
Reduced
222
Closed
64
Calls
$56.3M
Puts
$42M
Net Calls
+$14.3M
Net Calls Change
-$6.7M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$169M
2
Charles Schwab
2
Charles Schwab
California
$293M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$851M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$159M
5
Amundi
5
Amundi
France
$48M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$227M
2
BlackRock
2
BlackRock
New York
$1.05B
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$6.21M
5
Millennium Management
5
Millennium Management
New York
$65.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
551
LRI Investments
Florida
$3.11K +$3.11K +58 New
CAL
552
Capital Advisors Ltd
Ohio
$3K – – –
NIC
553
Northwest Investment Counselors
Oregon
$2.96K +$2.96K +55 New
AGWCA
554
Annis Gardner Whiting Capital Advisors
Florida
$2.84K – – –
PCMC
555
Planning Capital Management Corporation
Pennsylvania
$2.84K – – –
VAG
556
VisionPoint Advisory Group
Texas
$2.79K +$54 +1 +2%
SWM
557
Spire Wealth Management
Virginia
$2.58K +$2.58K +48 New
DPW
558
DiNuzzo Private Wealth
Pennsylvania
$2.47K – – –
HIA
559
Harbor Investment Advisory
Maryland
$2.25K +$2.25K +42 New
MRCM
560
M&R Capital Management
New Jersey
$2.04K – – –
FMP
561
Financial Management Professionals
Texas
$2K – – –
HI
562
Horizon Investments
North Carolina
$1.92K +$1.92K +36 New
VWA
563
Valued Wealth Advisors
Utah
$1.66K +$966 +18 +138%
BGAI
564
Bruce G. Allen Investments
Colorado
$1.61K -$1.18K -22 -42%
RFG
565
RFP Financial Group
Georgia
$1.29K – – –
RS
566
Rakuten Securities
Japan
$1.18K +$1.18K +22 New
RCM
567
Raleigh Capital Management
North Carolina
$1.07K -$27.7K -517 -96%
AW
568
Avion Wealth
Texas
$1K – – –
Kayne Anderson Rudnick Investment Management
569
Kayne Anderson Rudnick Investment Management
California
$977 – – –
AF
570
Advisornet Financial
Minnesota
$751 – – –
TWP
571
TFO Wealth Partners
Ohio
$751 – – –
CPG
572
Cornerstone Planning Group
New Jersey
$517 +$517 +10 New
RG
573
Retirement Group
California
$483 -$54 -1 -10%
WWP
574
WR Wealth Planners
Missouri
$429 +$429 +8 New
TCOV
575
Trust Company of Vermont
Vermont
$107 – – –
21 22
23
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