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682 hedge funds and large institutions have $11.3B invested in Unum in 2024 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 220 increasing their positions, 250 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 49

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

21% more capital invested

Capital invested by funds: $9.3B → $11.3B (+$1.95B)

10% more funds holding

Funds holding: 621682 (+61)

9% more call options, than puts

Call options by funds: $73.8M | Put options by funds: $67.5M

0.11% more ownership

Funds ownership: 84.27%84.38% (+0.11%)

12% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 250

Holders
682
Holders Change
+61
Holders Change %
+9.82%
% of All Funds
8.98%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
118
Increased
220
Reduced
250
Closed
49
Calls
$73.8M
Puts
$67.5M
Net Calls
+$6.35M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
576
MCF Advisors
Kentucky
$55.8K
FDCDDQ
577
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.6K
EWA
578
EverSource Wealth Advisors
Alabama
$47.8K +$8.62K +125 +24%
MEG
579
Millstone Evans Group
Colorado
$45.3K +$42.7K +620 New
SPIA
580
Steward Partners Investment Advisory
New York
$44.8K
FCMT
581
Founders Capital Management (Texas)
Texas
$43.8K
1IA
582
1620 Investment Advisors
Massachusetts
$41.8K
TCOV
583
Trust Company of Vermont
Vermont
$41.7K -$11K -160 -22%
ME
584
McIlrath & Eck
Washington
$40.5K
HNB
585
Huntington National Bank
Ohio
$39.9K -$9.1K -132 -19%
MCM
586
Manchester Capital Management
Vermont
$38.5K
KIM
587
Kestra Investment Management
Texas
$37.8K +$35.6K +517 New
AEPWM
588
Atlantic Edge Private Wealth Management
Florida
$36.5K
DMBA
589
Deseret Mutual Benefit Administrators
Utah
$36K
MPWT
590
MassMutual Private Wealth & Trust
Connecticut
$32.4K +$2.34K +34 +8%
NSIM
591
North Star Investment Management
Illinois
$30.8K +$69 +1 +0.2%
SIS
592
Sound Income Strategies
Florida
$30.8K +$138 +2 +0.5%
AF
593
Aviso Financial
Ontario, Canada
$29.6K
HWA
594
Heritage Wealth Advisors
Virginia
$29.6K +$1.24K +18 +5%
RA
595
Rise Advisors
New York
$29.1K +$138 +2 +0.5%
SWM
596
Sugarloaf Wealth Management
Georgia
$29.1K
BC
597
Barrett & Company
Rhode Island
$28.9K +$20.5K +297 +300%
LIS
598
Legacy Investment Solutions
Idaho
$28.5K
LWMI
599
Legacy Wealth Management (Idaho)
Idaho
$28.5K
LOIP
600
Live Oak Investment Partners
Texas
$27.4K

UNM Hedge Fund Activity: Q4 2024 in Review

682 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q4 2024, worth a combined $11.3B — up 21% from $9.3B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new UNM positions and 49 closed out — a net gain of 69 holders — while 220 added to existing stakes and 250 trimmed.

The largest buyer was Vanguard Group, adding an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 682 institutional investors held Unum (UNM) as of Q4 2024, up from 621 in Q3 2024.
  • Funds reported $11.3B of Unum stock for Q4 2024, up 21% quarter-over-quarter.
  • 118 funds opened new Unum positions in Q4 2024 and 49 closed out, a net change of +69 holders.
  • The largest Unum buyer in Q4 2024 was Vanguard Group, an estimated $110M added.
  • The largest Unum seller in Q4 2024 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2024.