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Unum
UNM

Overview Fund Activity

616 hedge funds and large institutions have $8.41B invested in Unum in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 225 increasing their positions, 216 reducing their positions, and 43 closing their positions.

Holders
616
Holders Change
+42
Holders Change %
+7.32%
% of All Funds
8.91%
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
225
Reduced
216
Closed
43
Calls
$53.5M
Puts
$49.2M
Net Calls
+$4.32M
Net Calls Change
+$3.14M

Top Buyers

1
Voloridge Investment Management
1
Voloridge Investment Management
Florida
$56.3M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$23.8M
3
WP
3
Woodline Partners
California
$43.7M
4
GC
4
Gillson Capital
Illinois
$18.7M
5
HF
5
HRT Financial
New York
$18.7M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$771M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.12B
4
Invesco
4
Invesco
Georgia
$48.3M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$163M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
551
Rise Advisors
New York
$23.6K 397 +3 +0.8%
HWA
552
Heritage Wealth Advisors
Virginia
$23K 387 +83 +27%
W
553
WealthCollab
Washington
$22K 370 – –
PWMG
554
Private Wealth Management Group
New Jersey
$20.3K 342 – –
HWM
555
Hemington Wealth Management
Virginia
$20K 313 +313 New
LWANC
556
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.3K 325 +325 New
TPCW
557
TD Private Client Wealth
New York
$18.8K 317 – –
BIA
558
Bell Investment Advisors
California
$18.2K 306 -10 -3%
HGA
559
Hobbs Group Advisors
South Carolina
$17.8K 300 – –
NCM
560
Northwest Capital Management
Oregon
$17.2K 290 – –
TWD
561
True Wealth Design
Ohio
$16.5K 277 +277 New
HCM
562
Hollencrest Capital Management
California
$13.9K 234 +1 +0.4%
CTWM
563
Cherry Tree Wealth Management
Minnesota
$13.8K 232 -52 -18%
JWA
564
JFS Wealth Advisors
Pennsylvania
$13.7K 230 +6 +3%
RIL
565
Rothschild Investment LLC
Illinois
$12.4K 209 – –
ADL
566
Asset Dedication LLC
California
$12.1K 203 – –
SWA
567
SOA Wealth Advisors
New York
$11.6K 196 – –
WT
568
Whittier Trust
California
$11.2K 188 – –
ATS
569
Ashton Thomas Securities
New York
$10.9K 183 +183 New
AAG
570
Armstrong Advisory Group
Massachusetts
$9.93K 167 – –
Mitsubishi UFJ Asset Management
571
Mitsubishi UFJ Asset Management
Japan
$9.57K 161 – –
CAM
572
ClariVest Asset Management
California
$8.84K 173 – –
KA
573
Kozak & Associates
Colorado
$8.73K 137 +1 +0.7%
M
574
MOTCO
Texas
$8.68K 146 +146 New
FFA
575
Frazier Financial Advisors
Ohio
$8.38K 141 -142 -50%
21 22
23
24 25