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577 hedge funds and large institutions have $8.25B invested in Unum in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

3% more call options, than puts

Call options by funds: $39M | Put options by funds: $37.8M

0% less funds holding

Funds holding: 579577 (-2)

1.12% less ownership

Funds ownership: 86.39%85.27% (-1.1%)

7% less capital invested

Capital invested by funds: $8.87B → $8.25B (-$618M)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

Holders
577
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
66
Increased
195
Reduced
224
Closed
59
Calls
$39M
Puts
$37.8M
Net Calls
+$1.18M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
601
Marshall Wace
United Kingdom
-$612K -11,400 Closed
ADIM
602
Alpha DNA Investment Management
Maryland
-$521K -9,712 Closed
MWPCG
603
Measured Wealth Private Client Group
New Hampshire
-$439K -8,186 Closed
SEC
604
Seven Eight Capital
New York
-$365K -6,803 Closed
ECM
605
ExodusPoint Capital Management
New York
-$330K -6,145 Closed
AIM
606
Alhambra Investment Management
Florida
-$322K -6,004 Closed
GCM
607
Genus Capital Management
British Columbia, Canada
-$269K -5,205 Closed
GS
608
GTS Securities
New York
-$272K -5,072 Closed
OTL
609
Oak Thistle LLC
New York
-$271K -5,041 Closed
HIC
610
Hartline Investment Corp
Illinois
-$266K -4,962 Closed
FFP
611
FourThought Financial Partners
Florida
-$248K -4,622 Closed
BFM
612
Boothbay Fund Management
New York
-$239K -4,447 Closed
DWA
613
Delap Wealth Advisory
Oregon
-$238K -4,438 Closed
SW
614
SVB Wealth
Massachusetts
-$231K -4,308 Closed
KI
615
Kapitalo Investimentos
Brazil
-$219K -4,085 Closed
BWM
616
Buska Wealth Management
Wisconsin
-$202K -3,770 Closed
Walleye Trading
617
Walleye Trading
New York
-$55.5K -1,073 Closed
CTA
618
Colonial Trust Advisors
South Carolina
-$45.9K -855 Closed
BSB
619
Bangor Savings Bank
Maine
-$35.6K -664 Closed
SL
620
Salomon & Ludwin
Virginia
-$27.6K -515 Closed
RWPA
621
Richard W. Paul & Associates
Michigan
-$16.6K -310 Closed
CPG
622
Custom Portfolio Group
Colorado
-$15.9K -297 Closed
Loomis, Sayles & Company
623
Loomis, Sayles & Company
Massachusetts
-$13K -251 Closed
EC
624
EntryPoint Capital
New York
-$12.6K -235 Closed
MIM
625
Macroview Investment Management
Maryland
-$7.83K -146 Closed

UNM Hedge Fund Activity: Q2 2024 in Review

577 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2024, worth a combined $8.25B — down 7% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new UNM positions and 59 closed out — a net gain of 7 holders — while 195 added to existing stakes and 224 trimmed.

The largest buyer was Norges Bank, adding an estimated $68M. The largest seller was Nordea Investment Management, cutting an estimated $32.6M.

  • 577 institutional investors held Unum (UNM) as of Q2 2024, down from 579 in Q1 2024.
  • Funds reported $8.25B of Unum stock for Q2 2024, down 7% quarter-over-quarter.
  • 66 funds opened new Unum positions in Q2 2024 and 59 closed out, a net change of +7 holders.
  • The largest Unum buyer in Q2 2024 was Norges Bank, an estimated $68M added.
  • The largest Unum seller in Q2 2024 was Nordea Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2024.