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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
W
601
WealthCollab
Washington
$27K
HWM
602
Hemington Wealth Management
Virginia
$27K +$4.55K +66 +21%
CIAM
603
Caitong International Asset Management
Hong Kong
$24.8K +$23.4K +340 New
LWANC
604
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.7K
PWMG
605
Private Wealth Management Group
New Jersey
$23.4K -$1.45K -21 -6%
TPCW
606
TD Private Client Wealth
New York
$23.2K
BIA
607
Bell Investment Advisors
California
$22.6K +$276 +4 +1%
WT
608
Whittier Trust
California
$22.5K +$8.27K +120 +64%
WA
609
Whipplewood Advisors
Colorado
$22.3K +$21K +305 New
TWD
610
True Wealth Design
Ohio
$21.8K +$1.45K +21 +8%
NCM
611
Northwest Capital Management
Oregon
$21.2K
RS
612
R Squared
Hong Kong
$20.4K +$19.3K +280 New
CAS
613
Coppell Advisory Solutions
Texas
$19.4K -$26.5K -384 -59%
LSA
614
Leonteq Securities AG
Switzerland
$19.4K +$1.24K +18 +7%
HCM
615
Hollencrest Capital Management
California
$17.2K +$138 +2 +0.9%
JWA
616
JFS Wealth Advisors
Pennsylvania
$16.8K
CMP
617
Coston McIsaac & Partners
Maine
$16K
RIL
618
Rothschild Investment LLC
Illinois
$15.3K
ADL
619
Asset Dedication LLC
California
$14.8K
SWA
620
SOA Wealth Advisors
New York
$14.3K
CTWM
621
Cherry Tree Wealth Management
Minnesota
$13.1K -$3.65K -53 -23%
AAG
622
Armstrong Advisory Group
Massachusetts
$12.2K
Mitsubishi UFJ Asset Management
623
Mitsubishi UFJ Asset Management
Japan
$11.8K
HFS
624
Hopwood Financial Services
Virginia
$11K +$10.3K +150 New
KA
625
Kozak & Associates
Colorado
$10.1K +$69 +1 +0.7%

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.