We are live on ! Find out more

621 hedge funds and large institutions have $9.3B invested in Unum in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $8.25B → $9.3B (+$1.05B)

8% more funds holding

Funds holding: 577621 (+44)

9% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $49.2M

4% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 219

1% less ownership

Funds ownership: 85.27%84.27% (-1%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
621
Holders Change
+44
Holders Change %
+7.63%
% of All Funds
8.92%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
89
Increased
227
Reduced
219
Closed
41
Calls
$53.5M
Puts
$49.2M
Net Calls
+$4.32M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
551
Sound Income Strategies
Florida
$24.9K +$163 +3 +0.7%
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$24.4K +$3.96K +73 +22%
AF
553
Aviso Financial
Ontario, Canada
$24.1K +$22K +406 New
SWM
554
Sugarloaf Wealth Management
Georgia
$23.7K
RA
555
Rise Advisors
New York
$23.6K +$163 +3 +0.8%
HWA
556
Heritage Wealth Advisors
Virginia
$23K +$4.51K +83 +27%
W
557
WealthCollab
Washington
$22K
PWMG
558
Private Wealth Management Group
New Jersey
$20.3K
HWM
559
Hemington Wealth Management
Virginia
$20K +$17K +313 New
LWANC
560
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.3K +$17.6K +325 New
TPCW
561
TD Private Client Wealth
New York
$18.8K
BIA
562
Bell Investment Advisors
California
$18.2K -$543 -10 -3%
HGA
563
Hobbs Group Advisors
South Carolina
$17.8K
NCM
564
Northwest Capital Management
Oregon
$17.2K
TWD
565
True Wealth Design
Ohio
$16.5K +$15K +277 New
LSA
566
Leonteq Securities AG
Switzerland
$14.7K -$7.93K -146 -37%
HCM
567
Hollencrest Capital Management
California
$13.9K +$54 +1 +0.4%
CTWM
568
Cherry Tree Wealth Management
Minnesota
$13.8K -$2.82K -52 -18%
JWA
569
JFS Wealth Advisors
Pennsylvania
$13.7K +$326 +6 +3%
RIL
570
Rothschild Investment LLC
Illinois
$12.4K
ADL
571
Asset Dedication LLC
California
$12.1K
SWA
572
SOA Wealth Advisors
New York
$11.6K
WT
573
Whittier Trust
California
$11.2K
ATS
574
Ashton Thomas Securities
New York
$10.9K +$9.94K +183 New
AAG
575
Armstrong Advisory Group
Massachusetts
$9.93K

UNM Hedge Fund Activity: Q3 2024 in Review

621 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2024, worth a combined $9.3B — up 13% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new UNM positions and 41 closed out — a net gain of 48 holders — while 227 added to existing stakes and 219 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $42.8M. The largest seller was Fidelity Investments, cutting an estimated $179M.

  • 621 institutional investors held Unum (UNM) as of Q3 2024, up from 577 in Q2 2024.
  • Funds reported $9.3B of Unum stock for Q3 2024, up 13% quarter-over-quarter.
  • 89 funds opened new Unum positions in Q3 2024 and 41 closed out, a net change of +48 holders.
  • The largest Unum buyer in Q3 2024 was Voloridge Investment Management, an estimated $42.8M added.
  • The largest Unum seller in Q3 2024 was Fidelity Investments, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2024.