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577 hedge funds and large institutions have $8.25B invested in Unum in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

3% more call options, than puts

Call options by funds: $39M | Put options by funds: $37.8M

0% less funds holding

Funds holding: 579577 (-2)

1.12% less ownership

Funds ownership: 86.39%85.27% (-1.1%)

7% less capital invested

Capital invested by funds: $8.87B → $8.25B (-$618M)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

Holders
577
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
66
Increased
195
Reduced
224
Closed
59
Calls
$39M
Puts
$37.8M
Net Calls
+$1.18M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
551
Annis Gardner Whiting Capital Advisors
Florida
$2.71K
PCMC
552
Planning Capital Management Corporation
Pennsylvania
$2.71K
DPW
553
DiNuzzo Private Wealth
Pennsylvania
$2.66K +$310 +6 +13%
VAG
554
VisionPoint Advisory Group
Texas
$2.56K -$103 -2 -4%
SWM
555
Spire Wealth Management
Virginia
$2.2K -$259 -5 -10%
BGAI
556
Bruce G. Allen Investments
Colorado
$2.15K +$621 +12 +40%
GWP
557
Gen-Wealth Partners
Michigan
$2.04K +$2.07K +40 New
VWM
558
Valley Wealth Managers
New Jersey
$2.04K +$2.07K +40 New
MRCM
559
M&R Capital Management
New Jersey
$1.95K
HI
560
Horizon Investments
North Carolina
$1.83K
RFG
561
RFP Financial Group
Georgia
$1.23K
CIBC Private Wealth Group
562
CIBC Private Wealth Group
Georgia
$1.2K -$1.86K -36 -60%
VWA
563
Valued Wealth Advisors
Utah
$1.13K -$466 -9 -29%
RCM
564
Raleigh Capital Management
North Carolina
$1.02K
FMP
565
Financial Management Professionals
Texas
$1K
QL
566
Quarry LP
New York
$971 -$29.7K -575 -97%
Kayne Anderson Rudnick Investment Management
567
Kayne Anderson Rudnick Investment Management
California
$930
CAM
568
Creekmur Asset Management
Illinois
$767 +$776 +15 New
AF
569
Advisornet Financial
Minnesota
$716
WWP
570
WR Wealth Planners
Missouri
$409
LFG
571
Larson Financial Group
Missouri
$256 +$259 +5 New
RWM
572
Ruedi Wealth Management
Illinois
$204 +$207 +4 New
TCOV
573
Trust Company of Vermont
Vermont
$102
MCM
574
MV Capital Management
Maryland
$52 +$52 +1 New
CTB
575
Country Trust Bank
Illinois
$51 +$52 +1 New

UNM Hedge Fund Activity: Q2 2024 in Review

577 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2024, worth a combined $8.25B — down 7% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new UNM positions and 59 closed out — a net gain of 7 holders — while 195 added to existing stakes and 224 trimmed.

The largest buyer was Norges Bank, adding an estimated $68M. The largest seller was Nordea Investment Management, cutting an estimated $32.6M.

  • 577 institutional investors held Unum (UNM) as of Q2 2024, down from 579 in Q1 2024.
  • Funds reported $8.25B of Unum stock for Q2 2024, down 7% quarter-over-quarter.
  • 66 funds opened new Unum positions in Q2 2024 and 59 closed out, a net change of +7 holders.
  • The largest Unum buyer in Q2 2024 was Norges Bank, an estimated $68M added.
  • The largest Unum seller in Q2 2024 was Nordea Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2024.