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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
NFSG
651
Newbridge Financial Services Group
Florida
$3.65K -$196K -2,837 -98%
SIC
652
SJS Investment Consulting
Ohio
$3.07K -$1.86K -27 -39%
SWM
653
Spire Wealth Management
Virginia
$3.07K
Q1WB
654
Quest 10 Wealth Builders
Virginia
$2.99K +$2.83K +41 New
BGAI
655
Bruce G. Allen Investments
Colorado
$2.92K -$138 -2 -5%
VWM
656
Valley Wealth Managers
New Jersey
$2.92K
HNW
657
High Note Wealth
Minnesota
$2.92K +$2.76K +40 New
GBT
658
Grove Bank & Trust
Florida
$2.63K +$2.48K +36 New
LCM
659
Logan Capital Management
Pennsylvania
$2.57K +$2.41K +35 New
FMP
660
Financial Management Professionals
Texas
$2.12K
CYG
661
Clean Yield Group
Vermont
$1.9K
NWWA
662
New Wave Wealth Advisors
Arkansas
$1.9K +$1.79K +26 New
SO
663
Sierra Ocean
California
$1.53K +$1.45K +21 New
RCM
664
Raleigh Capital Management
North Carolina
$1.46K
Kayne Anderson Rudnick Investment Management
665
Kayne Anderson Rudnick Investment Management
California
$1.33K -$196K -2,840 -99%
WAS
666
Winch Advisory Services
Wisconsin
$1.31K +$1.24K +18 New
CAM
667
Creekmur Asset Management
Illinois
$1.09K
AW
668
Avion Wealth
Texas
$1K +$758 +11 +85%
GFPC
669
Global Financial Private Client
Florida
$876 +$827 +12 New
MAS
670
MPWM Advisory Solutions
Georgia
$876 +$827 +12 New
VWA
671
Valued Wealth Advisors
Utah
$807 -$758 -11 -50%
PWA
672
Physician Wealth Advisors
Utah
$731 +$689 +10 New
PWA
673
Principia Wealth Advisory
Texas
$730 +$689 +10 New
PWM
674
Parkworth Wealth Management
California
$584 +$552 +8 New
AF
675
Advisornet Financial
Minnesota
$438 -$552 -8 -57%

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.