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621 hedge funds and large institutions have $9.3B invested in Unum in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $8.25B → $9.3B (+$1.05B)

8% more funds holding

Funds holding: 577621 (+44)

9% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $49.2M

4% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 219

1% less ownership

Funds ownership: 85.27%84.27% (-1%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
621
Holders Change
+44
Holders Change %
+7.63%
% of All Funds
8.92%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
89
Increased
227
Reduced
219
Closed
41
Calls
$53.5M
Puts
$49.2M
Net Calls
+$4.32M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
626
MAI Capital Management
Ohio
-$1.15M -22,403 Closed
CAM
627
Councilmark Asset Management
Tennessee
-$1.11M -21,800 Closed
PL
628
Polianta Ltd
Jersey
-$1.09M -21,300 Closed
AC
629
AXQ Capital
New Jersey
-$1.08M -21,220 Closed
BNP Paribas Asset Management
630
BNP Paribas Asset Management
France
-$1.03M -20,200 Closed
DTL
631
Dynamic Technology Lab
Singapore
-$968K -18,944 Closed
SIM
632
SummerHaven Investment Management
Connecticut
-$811K -15,865 Closed
PRC
633
Pearl River Capital
Michigan
-$749K -14,650 Closed
Wellington Management Group
634
Wellington Management Group
Massachusetts
-$649K -12,707 Closed
CT
635
ClearAlpha Technologies
Connecticut
-$617K -12,073 Closed
DM
636
Deerfield Management
New York
-$565K -11,057 Closed
BC
637
Bridgefront Capital
Texas
-$527K -10,305 Closed
Balyasny Asset Management
638
Balyasny Asset Management
Illinois
-$459K -8,979 Closed
CPC
639
Consolidated Planning Corp
Georgia
-$428K -8,382 Closed
SIA
640
Strategic Investment Advisors
Michigan
-$333K -6,518 Closed
BAM
641
Blueshift Asset Management
New Jersey
-$328K -6,409 Closed
SW
642
Simplicity Wealth
New Jersey
-$322K -6,307 Closed
MM
643
MQS Management
New York
-$310K -6,067 Closed
WI
644
Wintrust Investments
Illinois
-$309K -6,042 Closed
PI
645
PEAK6 Investments
Illinois
-$317K -5,846 Closed
ACI
646
Alpha Cubed Investments
California
-$281K -5,500 Closed
IPW
647
Impact Partnership Wealth
Georgia
-$276K -5,394 Closed
EP
648
Edgestream Partners
New Jersey
-$233K -4,562 Closed
RWMG
649
Redwood Wealth Management Group
New Jersey
-$88.7K -1,736 Closed
TFF
650
The Family Firm
Maryland
-$41.2K -806 Closed

UNM Hedge Fund Activity: Q3 2024 in Review

621 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2024, worth a combined $9.3B — up 13% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new UNM positions and 41 closed out — a net gain of 48 holders — while 227 added to existing stakes and 219 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $42.8M. The largest seller was Fidelity Investments, cutting an estimated $179M.

  • 621 institutional investors held Unum (UNM) as of Q3 2024, up from 577 in Q2 2024.
  • Funds reported $9.3B of Unum stock for Q3 2024, up 13% quarter-over-quarter.
  • 89 funds opened new Unum positions in Q3 2024 and 41 closed out, a net change of +48 holders.
  • The largest Unum buyer in Q3 2024 was Voloridge Investment Management, an estimated $42.8M added.
  • The largest Unum seller in Q3 2024 was Fidelity Investments, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2024.