We are live on ! Find out more

621 hedge funds and large institutions have $9.3B invested in Unum in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $8.25B → $9.3B (+$1.05B)

8% more funds holding

Funds holding: 577621 (+44)

9% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $49.2M

4% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 219

1% less ownership

Funds ownership: 85.27%84.27% (-1%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
621
Holders Change
+44
Holders Change %
+7.63%
% of All Funds
8.92%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
89
Increased
227
Reduced
219
Closed
41
Calls
$53.5M
Puts
$49.2M
Net Calls
+$4.32M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
576
Mitsubishi UFJ Asset Management
Japan
$9.57K
CAM
577
ClariVest Asset Management
California
$8.84K
KA
578
Kozak & Associates
Colorado
$8.72K +$54 +1 +0.7%
M
579
MOTCO
Texas
$8.68K +$7.93K +146 New
FFA
580
Frazier Financial Advisors
Ohio
$8.38K -$7.71K -142 -50%
PP
581
Pingora Partners
Wyoming
$7.13K
CA
582
Centerpoint Advisors
Massachusetts
$7K +$6.79K +125 New
BCMLT
583
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.59K
HI
584
Horizon Investments
North Carolina
$6.55K +$4.07K +75 +208%
BC
585
Barrett & Company
Rhode Island
$5.88K
FAM
586
Flaharty Asset Management
Florida
$5.77K +$5.27K +97 New
HCP
587
Hexagon Capital Partners
Arkansas
$5.71K -$1.41K -26 -21%
PFG
588
Peterson Financial Group
Iowa
$5.38K +$4.94K +91 New
AWM
589
Avior Wealth Management
Nebraska
$5.35K
CAL
590
Capital Advisors Ltd
Ohio
$5K
FFO
591
Fortitude Family Office
Arizona
$4.52K +$760 +14 +23%
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$4.46K
LI
593
LRI Investments
Florida
$4.19K
SIC
594
SJS Investment Consulting
Ohio
$4.1K
GWP
595
Gen-Wealth Partners
Michigan
$3.67K +$923 +17 +43%
CT
596
Colonial Trust
South Carolina
$3.65K +$3.37K +62 New
S
597
Sachetta
Massachusetts
$3.63K -$2.23K -41 -40%
EBA
598
Eagle Bay Advisors
New York
$3.63K
BHWM
599
Beaird Harris Wealth Management
Texas
$3.57K
NIC
600
Northwest Investment Counselors
Oregon
$3.28K +$2.99K +55 New

UNM Hedge Fund Activity: Q3 2024 in Review

621 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2024, worth a combined $9.3B — up 13% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new UNM positions and 41 closed out — a net gain of 48 holders — while 227 added to existing stakes and 219 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $42.8M. The largest seller was Fidelity Investments, cutting an estimated $179M.

  • 621 institutional investors held Unum (UNM) as of Q3 2024, up from 577 in Q2 2024.
  • Funds reported $9.3B of Unum stock for Q3 2024, up 13% quarter-over-quarter.
  • 89 funds opened new Unum positions in Q3 2024 and 41 closed out, a net change of +48 holders.
  • The largest Unum buyer in Q3 2024 was Voloridge Investment Management, an estimated $42.8M added.
  • The largest Unum seller in Q3 2024 was Fidelity Investments, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2024.