686 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 201 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% more funds holding

Funds holding: 669686 (+17)

24% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 263

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
686
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.8M
Puts
$8.82M
Net Calls
Net Calls Change

Top Sellers

1 -$104M
2 -$80.6M
3 -$51.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$37.1M
5
DSC
Donald Smith & Co
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TPBG
651
Turning Point Benefit Group
Maryland
$2.48K
SC
652
SouthState Corp
Florida
$2.33K
FMP
653
Financial Management Professionals
Texas
$2.25K
CFM
654
Cornerstone Financial Management
Massachusetts
$2.17K
CYG
655
Clean Yield Group
Vermont
$2.02K
OAJ
656
Ogorek Anthony Joseph
New York
$2K
EWP
657
Elevation Wealth Partners
California
$1.86K
CH
658
Cromwell Holdings
Wyoming
$1.86K
DFA
659
DHJJ Financial Advisors
Illinois
$1.79K
RWS
660
Retirement Wealth Solutions
Wisconsin
$1.78K
DWM
661
Dogwood Wealth Management
Kansas
$1.71K
BHWM
662
Bay Harbor Wealth Management
Maryland
$1.63K
OC
663
Optima Capital
Oregon
$1.55K
SFG
664
Strive Financial Group
Indiana
$1.55K
WAS
665
Winch Advisory Services
Wisconsin
$1.43K
Kayne Anderson Rudnick Investment Management
666
Kayne Anderson Rudnick Investment Management
California
$1.41K
RWM
667
Rialto Wealth Management
New York
$1.4K
NRG
668
Nemes Rush Group
Michigan
$1.16K
BWL
669
Bogart Wealth LLC
Virginia
$1.08K
PWA
670
Principia Wealth Advisory
Texas
$1.01K
KG
671
Kilter Group
New York
$1.01K
AW
672
Avion Wealth
Texas
$1K
VWA
673
Valued Wealth Advisors
Utah
$876
HIA
674
HFM Investment Advisors
New Jersey
$853
PWA
675
Physician Wealth Advisors
Utah
$775