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697 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 202 increasing their positions, 265 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

295% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $8.82M

54% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 70

9% more capital invested

Capital invested by funds: $10.4B → $11.3B (+$934M)

8.97% more ownership

Funds ownership: 78.22%87.19% (+9%)

4% more funds holding

Funds holding: 672697 (+25)

24% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 265

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
697
Holders Change
+25
Holders Change %
+3.72%
% of All Funds
8.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
108
Increased
202
Reduced
265
Closed
70
Calls
$34.8M
Puts
$8.82M
Net Calls
+$26M
Net Calls Change
+$6.95M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
551
TD Waterhouse Canada
Ontario, Canada
$143K -$34.3K -448 -19%
DB
552
Danske Bank
Denmark
$132K +$84.1K +1,100 +183%
CJ
553
Caitlin John
Michigan
$129K -$320K -4,181 -72%
AA
554
Addison Advisors
Vermont
$125K -$1.99K -26 -2%
C
555
Covestor
United Kingdom
$119K
SPIA
556
Steward Partners Investment Advisory
New York
$117K +$7.5K +98 +7%
RFS
557
Richardson Financial Services
Massachusetts
$116K -$3.82K -50 -3%
WA
558
Westfuller Advisors
New York
$107K -$3.98K -52 -4%
WA
559
WPG Advisers
Maryland
$103K +$2.52K +33 +3%
BWA
560
Basecamp Wealth Advisors
Washington
$96.7K +$95.4K +1,248 New
CFFP
561
Center for Financial Planning
Michigan
$95.6K +$14.5K +190 +18%
WT
562
Whittier Trust
California
$93.3K +$65.9K +862 +266%
WTC
563
WhitTier Trust Company
Nevada
$92.2K
PG
564
Proffitt & Goodson
Tennessee
$89.4K
PFBT
565
Parkside Financial Bank & Trust
Missouri
$88.8K +$6.27K +82 +8%
WBWA
566
William B. Walkup & Associates
South Carolina
$87.6K +$21K +275 +32%
RFP
567
Root Financial Partners
California
$85.2K +$8.87K +116 +12%
CFO
568
CVA Family Office
Colorado
$84.5K
HI
569
Hoey Investments
Pennsylvania
$81.4K
MCM
570
Manchester Capital Management
Vermont
$79.6K +$4.51K +59 +6%
CTC
571
Central Trust Company
Missouri
$77.5K
CAL
572
Capital Analysts LLC
Pennsylvania
$74K -$41.5K -542 -36%
VSQM
573
V-Square Quantitative Management
Illinois
$72.2K +$71.3K +932 New
SS
574
SBI Securities
Japan
$71K -$19.4K -254 -22%
HI
575
Harbour Investments
Wisconsin
$67.8K -$535 -7 -0.8%