669 hedge funds and large institutions have $10.3B invested in Unum in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 207 increasing their positions, 302 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

31% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 302

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

49% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 107

Holders
669
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.8M
Puts
$41.8M
Net Calls
Net Calls Change

Top Sellers

1 -$65.8M
2 -$54.4M
3 -$38.1M
4
Invesco
Invesco
Georgia
-$37.4M
5
Morgan Stanley
Morgan Stanley
New York
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
551
Hoey Investments
Pennsylvania
$81.7K
CFFP
552
Center for Financial Planning
Michigan
$81.2K
KLWA
553
Kelly Lawrence W & Associates
California
$77.8K
CTC
554
Central Trust Company
Missouri
$77.8K
RFP
555
Root Financial Partners
California
$76.5K
MCM
556
Manchester Capital Management
Vermont
$75.3K
VCM
557
Versant Capital Management
Arizona
$72.6K
HI
558
Harbour Investments
Wisconsin
$68.6K
WBWA
559
William B. Walkup & Associates
South Carolina
$66.5K
GWM
560
Geneos Wealth Management
Colorado
$64.5K
CFB
561
Cullen/Frost Bankers
Texas
$60.8K
AT
562
Arlington Trust
Alabama
$60.2K
PFA
563
Pathway Financial Advisers
Indiana
$59.6K
JWM
564
JPL Wealth Management
Colorado
$56.6K
MA
565
MCF Advisors
Kentucky
$54.8K
MEG
566
Millstone Evans Group
Colorado
$48.2K
DJSG
567
D.J. St. Germain
Massachusetts
$47.4K
DB
568
Danske Bank
Denmark
$46.7K
FCMT
569
Founders Capital Management (Texas)
Texas
$46.7K
SIC
570
SJS Investment Consulting
Ohio
$45.7K
TWD
571
True Wealth Design
Ohio
$45.7K
1IA
572
1620 Investment Advisors
Massachusetts
$44.4K
TCOV
573
Trust Company of Vermont
Vermont
$40.5K
AEPWM
574
Atlantic Edge Private Wealth Management
Florida
$38.9K
Mitsubishi UFJ Asset Management
575
Mitsubishi UFJ Asset Management
Japan
$37.2K