686 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 201 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% more funds holding

Funds holding: 669686 (+17)

24% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 263

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
686
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.8M
Puts
$8.82M
Net Calls
Net Calls Change

Top Sellers

1 -$104M
2 -$80.6M
3 -$51.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$37.1M
5
DSC
Donald Smith & Co
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MEG
576
Millstone Evans Group
Colorado
$48K
DJSG
577
D.J. St. Germain
Massachusetts
$47.3K
SIC
578
SJS Investment Consulting
Ohio
$47.1K
TWD
579
True Wealth Design
Ohio
$47.1K
1IA
580
1620 Investment Advisors
Massachusetts
$44.3K
TCOV
581
Trust Company of Vermont
Vermont
$40.4K
AEPWM
582
Atlantic Edge Private Wealth Management
Florida
$38.8K
Mitsubishi UFJ Asset Management
583
Mitsubishi UFJ Asset Management
Japan
$36.9K
PWPS
584
Pinnacle Wealth Planning Services
Ohio
$36.4K
ME
585
McIlrath & Eck
Washington
$35.9K
NSIM
586
North Star Investment Management
Illinois
$33.1K
NEWAS
587
N.E.W. Advisory Services
Wisconsin
$33.1K
LWMI
588
Legacy Wealth Management (Idaho)
Idaho
$31.9K
TCM
589
Triumph Capital Management
Colorado
$31K
AP
590
Atwood & Palmer
Missouri
$31K
DT
591
DV Trading
Illinois
$31K
BC
592
Barrett & Company
Rhode Island
$30.7K
DMBA
593
Deseret Mutual Benefit Administrators
Utah
$30.7K
HWA
594
Heritage Wealth Advisors
Virginia
$30K
W
595
WealthCollab
Washington
$28.7K
VWWMG
596
Vermillion & White Wealth Management Group
Pennsylvania
$25.3K
LWANC
597
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.2K
MTI
598
Merrithew & Thorsten Inc
California
$24K
FCMT
599
Founders Capital Management (Texas)
Texas
$23.3K
WPA
600
Wealth Preservation Advisors
Tennessee
$22.2K