732 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 267 increasing their positions, 274 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

3% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 274

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
732
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$35.5M
Net Calls
Net Calls Change

Top Buyers

1 +$50.9M
2 +$49.8M
3 +$44.2M
4
UBS Group
UBS Group
Switzerland
+$39.4M
5
Morgan Stanley
Morgan Stanley
New York
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
AO
551
Advisor OS
Illinois
$228K
MA
552
MJP Associates
Connecticut
$228K
PI
553
PFG Investments
New York
$228K
BPA
554
Beacon Pointe Advisors
California
$228K
CIA
555
Choate Investment Advisors
Massachusetts
$227K
Rafferty Asset Management
556
Rafferty Asset Management
New York
$226K
SIC
557
Sterling Investment Counsel
New York
$221K
WBC
558
West Branch Capital
Massachusetts
$219K
BAM
559
Blueshift Asset Management
New Jersey
$219K
FCP
560
Fidelis Capital Partners
Florida
$218K
LBC
561
Leigh Baldwin & Co
New York
$217K
WANY
562
Wealthspire Advisors (New York)
New York
$217K
VCM
563
Versant Capital Management
Arizona
$216K
HP
564
Haven Private
Florida
$216K
Fifth Third Bancorp
565
Fifth Third Bancorp
Ohio
$215K
PTC
566
Private Trust Company
Ohio
$215K
AWM
567
Ariadne Wealth Management
California
$213K
PCP
568
Proficio Capital Partners
Massachusetts
$208K
MCM
569
MAI Capital Management
Ohio
$208K
PCMC
570
Paragon Capital Management (Colorado)
Colorado
$207K
APA
571
Astoria Portfolio Advisors
New York
$207K
CPSC
572
Carl P. Sherr & Co
Massachusetts
$207K
Northwestern Mutual Wealth Management
573
Northwestern Mutual Wealth Management
Wisconsin
$206K
HAG
574
HighPoint Advisor Group
Illinois
$206K
IA
575
IFP Advisors
Florida
$205K