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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
NOI
626
Newton One Investments
Delaware
$9.84K +$9.31K +135 New
AF
627
Atala Financial
California
$9.06K +$8.55K +124 New
CA
628
Centerpoint Advisors
Massachusetts
$9K
TC
629
Truvestments Capital
Florida
$8.55K +$8.07K +117 New
HI
630
Horizon Investments
North Carolina
$8.21K +$138 +2 +2%
BCMLT
631
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.08K
HCP
632
Hexagon Capital Partners
Arkansas
$7.59K +$552 +8 +8%
PP
633
Pingora Partners
Wyoming
$7.3K -$1.38K -20 -17%
AWM
634
Avior Wealth Management
Nebraska
$6.57K
CAL
635
Capital Advisors Ltd
Ohio
$6K
FFO
636
Fortitude Family Office
Arizona
$5.77K +$207 +3 +4%
RBI
637
Raiffeisen Bank International
Austria
$5.64K +$5.38K +78 New
PSFG
638
Park Square Financial Group
Georgia
$5.48K +$5.17K +75 New
FMII
639
Farmers & Merchants Investments Inc
Nebraska
$5.11K -$345 -5 -7%
EBA
640
Eagle Bay Advisors
New York
$5.04K +$552 +8 +13%
KFI
641
Key Financial Inc
Pennsylvania
$4.67K +$4.41K +64 New
S
642
Sachetta
Massachusetts
$4.6K +$138 +2 +3%
CT
643
Colonial Trust
South Carolina
$4.54K
BHWM
644
Beaird Harris Wealth Management
Texas
$4.38K
CFB
645
Cullen/Frost Bankers
Texas
$4.24K -$141K -2,042 -97%
LI
646
LRI Investments
Florida
$4.24K
GWP
647
Gen-Wealth Partners
Michigan
$4.16K
AGWCA
648
Annis Gardner Whiting Capital Advisors
Florida
$3.87K
DPW
649
DiNuzzo Private Wealth
Pennsylvania
$3.87K
RS
650
Rakuten Securities
Japan
$3.87K +$3.65K +53 New

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.