730 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 272

2% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
730
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$35.5M
Net Calls
Net Calls Change

Top Buyers

1 +$50.9M
2 +$49.8M
3 +$44.2M
4
UBS Group
UBS Group
Switzerland
+$39.4M
5
Morgan Stanley
Morgan Stanley
New York
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
601
Parkside Financial Bank & Trust
Missouri
$86K
HI
602
Hoey Investments
Pennsylvania
$84.8K
National Bank of Canada
603
National Bank of Canada
Quebec, Canada
$82.2K
SPIA
604
Steward Partners Investment Advisory
New York
$81.2K
KLWA
605
Kelly Lawrence W & Associates
California
$80.8K
CTC
606
Central Trust Company
Missouri
$80.8K
HI
607
Harbour Investments
Wisconsin
$74.4K
WBWA
608
William B. Walkup & Associates
South Carolina
$69K
CFB
609
Cullen/Frost Bankers
Texas
$65.1K
AT
610
Arlington Trust
Alabama
$62.5K
VSQM
611
V-Square Quantitative Management
Illinois
$58.1K
MA
612
MCF Advisors
Kentucky
$56.9K
DZ Bank
613
DZ Bank
Germany
$56.9K
FDCDDQ
614
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.8K
MEG
615
Millstone Evans Group
Colorado
$50.1K
DJSG
616
D.J. St. Germain
Massachusetts
$49.3K
FCMT
617
Founders Capital Management (Texas)
Texas
$48.5K
1IA
618
1620 Investment Advisors
Massachusetts
$46.9K
HWM
619
Hemington Wealth Management
Virginia
$46K
HFS
620
Hantz Financial Services
Michigan
$46K
ME
621
McIlrath & Eck
Washington
$44.8K
VWWMG
622
Vermillion & White Wealth Management Group
Pennsylvania
$43.4K
TCOV
623
Trust Company of Vermont
Vermont
$42.1K
AEPWM
624
Atlantic Edge Private Wealth Management
Florida
$40.4K
Mitsubishi UFJ Asset Management
625
Mitsubishi UFJ Asset Management
Japan
$38.6K