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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
AA
576
Ancora Advisors
Ohio
$65.7K +$32.2K +421 +99%
GWM
577
Geneos Wealth Management
Colorado
$64.5K +$229 +3 +0.4%
EP
578
Essential Partners
California
$63.9K -$33K -432 -34%
CFB
579
Cullen/Frost Bankers
Texas
$61.5K +$918 +12 +2%
MA
580
MCF Advisors
Kentucky
$54.6K
Los Angeles Capital Management
581
Los Angeles Capital Management
California
$53.1K +$55.3K +723 New
SIS
582
Sound Income Strategies
Florida
$52.4K +$19.8K +259 +60%
TSMHT
583
Thurston Springer Miller Herd & Titak
Indiana
$48.3K +$47.6K +623 New
MEG
584
Millstone Evans Group
Colorado
$48K
DJSG
585
D.J. St. Germain
Massachusetts
$47.3K
SIC
586
SJS Investment Consulting
Ohio
$47.1K +$1.53K +20 +3%
TWD
587
True Wealth Design
Ohio
$47.1K +$1.61K +21 +4%
1IA
588
1620 Investment Advisors
Massachusetts
$44.3K
TCOV
589
Trust Company of Vermont
Vermont
$40.4K
AEPWM
590
Atlantic Edge Private Wealth Management
Florida
$38.8K
NSG
591
Nalls Sherbakoff Group
Tennessee
$38.8K
Mitsubishi UFJ Asset Management
592
Mitsubishi UFJ Asset Management
Japan
$36.9K
PWPS
593
Pinnacle Wealth Planning Services
Ohio
$36.4K +$35.9K +470 New
ME
594
McIlrath & Eck
Washington
$35.9K
NSIM
595
North Star Investment Management
Illinois
$33.1K +$76 +1 +0.2%
NEWAS
596
N.E.W. Advisory Services
Wisconsin
$33.1K
LWMI
597
Legacy Wealth Management (Idaho)
Idaho
$31.9K +$3.14K +41 +11%
TCM
598
Triumph Capital Management
Colorado
$31K +$30.6K +400 New
AP
599
Atwood & Palmer
Missouri
$31K
DT
600
DV Trading
Illinois
$31K +$30.6K +400 New