718 hedge funds and large institutions have $11.6B invested in Unum in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 227 increasing their positions, 271 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
718
Holders Change
+39
Holders Change %
+5.74%
% of All Funds
9.75%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
108
Increased
227
Reduced
271
Closed
56
Calls
$32.4M
Puts
$22.9M
Net Calls
+$9.54M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
551
Perigon Wealth Management
California
$227K +$227K +2,789 New
PTC
552
Private Trust Company
Ohio
$225K +$15.2K +187 +7%
WBC
553
West Branch Capital
Massachusetts
$221K
SFA
554
Sequoia Financial Advisors
Ohio
$216K +$216K +2,655 New
A
555
AlphaQuest
New York
$212K -$319K -3,921 -60%
HAG
556
HighPoint Advisor Group
Illinois
$211K +$211K +2,664 New
CPSC
557
Carl P. Sherr & Co
Massachusetts
$209K +$209K +2,560 New
GM
558
GeoWealth Management
Illinois
$208K -$4.89K -60 -2%
PCP
559
Proficio Capital Partners
Massachusetts
$207K +$207K +2,545 New
VCM
560
Versant Capital Management
Arizona
$207K +$145K +1,774 +232%
CW
561
CreativeOne Wealth
Kansas
$207K +$207K +2,539 New
AAP
562
Arax Advisory Partners
Colorado
$207K -$30K -368 -13%
AWM
563
Accurate Wealth Management
Florida
$206K -$192K -2,553 -48%
BMC
564
Beaton Management Company
Massachusetts
$204K +$204K +2,500 New
APA
565
Astoria Portfolio Advisors
New York
$204K +$204K +2,591 New
SA
566
Skyline Advisors
Washington
$204K +$204K +2,500 New
KCM
567
Kathmere Capital Management
Pennsylvania
$203K +$203K +2,496 New
RGF
568
Retirement Guys Formula
Ohio
$203K +$203K +2,495 New
MWM
569
Modern Wealth Management
Kansas
$203K +$203K +2,494 New
SQA
570
Simon Quick Advisors
New Jersey
$203K +$203K +2,486 New
O
571
Ossiam
France
$199K -$58.7K -720 -23%
CA
572
Continuum Advisory
Idaho
$191K -$2.85K -35 -1%
CG
573
Curat Global
New Hampshire
$179K +$179K +2,195 New
AF
574
Allworth Financial
California
$177K +$635 +8 +0.4%
Nomura Asset Management
575
Nomura Asset Management
Japan
$169K -$45.6K -560 -21%