729 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 64 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
729
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
HI
601
Hoey Investments
Pennsylvania
$84.8K
National Bank of Canada
602
National Bank of Canada
Quebec, Canada
$82.2K
SPIA
603
Steward Partners Investment Advisory
New York
$81.2K
CTC
604
Central Trust Company
Missouri
$80.8K
KLWA
605
Kelly Lawrence W & Associates
California
$80.8K
HI
606
Harbour Investments
Wisconsin
$74.4K
WBWA
607
William B. Walkup & Associates
South Carolina
$69K
CFB
608
Cullen/Frost Bankers
Texas
$65.1K
AT
609
Arlington Trust
Alabama
$62.5K
VSQM
610
V-Square Quantitative Management
Illinois
$58.1K
MA
611
MCF Advisors
Kentucky
$56.9K
DZ Bank
612
DZ Bank
Germany
$56.9K
FDCDDQ
613
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.8K
MEG
614
Millstone Evans Group
Colorado
$50.1K
DJSG
615
D.J. St. Germain
Massachusetts
$49.3K
FCMT
616
Founders Capital Management (Texas)
Texas
$48.5K
1IA
617
1620 Investment Advisors
Massachusetts
$46.9K
HWM
618
Hemington Wealth Management
Virginia
$46K
HFS
619
Hantz Financial Services
Michigan
$46K
ME
620
McIlrath & Eck
Washington
$44.8K
VWWMG
621
Vermillion & White Wealth Management Group
Pennsylvania
$43.4K
TCOV
622
Trust Company of Vermont
Vermont
$42.1K
AEPWM
623
Atlantic Edge Private Wealth Management
Florida
$40.4K
Mitsubishi UFJ Asset Management
624
Mitsubishi UFJ Asset Management
Japan
$38.6K
TWD
625
True Wealth Design
Ohio
$34.8K