670 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
670
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
Mitsubishi UFJ Asset Management
576
Mitsubishi UFJ Asset Management
Japan
$37.2K
ME
577
McIlrath & Eck
Washington
$36K
NEWAS
578
N.E.W. Advisory Services
Wisconsin
$33.2K
AA
579
Ancora Advisors
Ohio
$33.2K
NSIM
580
North Star Investment Management
Illinois
$33.1K
SIS
581
Sound Income Strategies
Florida
$32.9K
HWM
582
Hemington Wealth Management
Virginia
$32K
AF
583
Aviso Financial
Ontario, Canada
$31.6K
AP
584
Atwood & Palmer
Missouri
$31.1K
DMBA
585
Deseret Mutual Benefit Administrators
Utah
$30.8K
BC
586
Barrett & Company
Rhode Island
$30.8K
HWA
587
Heritage Wealth Advisors
Virginia
$30.1K
W
588
WealthCollab
Washington
$28.8K
LWMI
589
Legacy Wealth Management (Idaho)
Idaho
$28.8K
RA
590
Rise Advisors
New York
$25.9K
WT
591
Whittier Trust
California
$25.7K
VWWMG
592
Vermillion & White Wealth Management Group
Pennsylvania
$25.4K
TPCW
593
TD Private Client Wealth
New York
$25.2K
WPA
594
Wealth Preservation Advisors
Tennessee
$22.3K
KFP
595
Kerr Financial Planning
California
$21.2K
PWMG
596
Private Wealth Management Group
New Jersey
$19.9K
HIM
597
Hillsdale Investment Management
Ontario, Canada
$19.4K
MPWT
598
MassMutual Private Wealth & Trust
Connecticut
$18.8K
BI
599
Binnacle Investments
Iowa
$18.8K
EWM
600
Evolution Wealth Management
Florida
$18.7K