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
TPCW
601
TD Private Client Wealth
New York
$21.6K
JWA
602
JFS Wealth Advisors
Pennsylvania
$21.4K
KFP
603
Kerr Financial Planning
California
$21.2K
PWMG
604
Private Wealth Management Group
New Jersey
$19.8K
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$18.8K
RF
606
Rossby Financial
Florida
$18.8K
HCM
607
Hollencrest Capital Management
California
$18.7K
Group One Trading
608
Group One Trading
Illinois
$18.7K
EWM
609
Evolution Wealth Management
Florida
$18.7K
HHCP
610
Hilton Head Capital Partners
South Carolina
$18.1K
CMP
611
Coston McIsaac & Partners
Maine
$17K
CIAM
612
Caitong International Asset Management
Hong Kong
$16.3K
BIA
613
Bell Investment Advisors
California
$15.5K
MSL
614
Monetary Solutions, Ltd
Ohio
$14.1K
CTWM
615
Cherry Tree Wealth Management
Minnesota
$13.9K
IPS
616
Investors Portfolio Services
Washington
$13.6K
ADL
617
Asset Dedication LLC
California
$13.2K
AAG
618
Armstrong Advisory Group
Massachusetts
$12.9K
GBT
619
Grove Bank & Trust
Florida
$11.9K
KA
620
Kozak & Associates
Colorado
$11.3K
KFAS
621
Keating Financial Advisory Services
Kansas
$11.3K
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$10.8K
GA
623
GoalVest Advisory
New York
$10.8K
NOI
624
Newton One Investments
Delaware
$10.7K
KFG
625
Kingdom Financial Group
Arizona
$9.8K