690 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 202 increasing their positions, 264 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: 670690 (+20)

23% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 264

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
690
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
IAS
651
IMA Advisory Services
Colorado
$3.25K
SWM
652
Spire Wealth Management
Virginia
$3.02K
BFS
653
Bare Financial Services
Pennsylvania
$2.94K
MAM
654
Marquette Asset Management
Minnesota
$2.71K
TPBG
655
Turning Point Benefit Group
Maryland
$2.48K
SC
656
SouthState Corp
Florida
$2.33K
FMP
657
Financial Management Professionals
Texas
$2.25K
CFM
658
Cornerstone Financial Management
Massachusetts
$2.17K
CYG
659
Clean Yield Group
Vermont
$2.02K
OAJ
660
Ogorek Anthony Joseph
New York
$2K
EWP
661
Elevation Wealth Partners
California
$1.86K
CH
662
Cromwell Holdings
Wyoming
$1.86K
DFA
663
DHJJ Financial Advisors
Illinois
$1.79K
RWS
664
Retirement Wealth Solutions
Wisconsin
$1.78K
DWM
665
Dogwood Wealth Management
Kansas
$1.71K
BHWM
666
Bay Harbor Wealth Management
Maryland
$1.63K
OC
667
Optima Capital
Oregon
$1.55K
SFG
668
Strive Financial Group
Indiana
$1.55K
WAS
669
Winch Advisory Services
Wisconsin
$1.43K
Kayne Anderson Rudnick Investment Management
670
Kayne Anderson Rudnick Investment Management
California
$1.41K
RWM
671
Rialto Wealth Management
New York
$1.4K
NRG
672
Nemes Rush Group
Michigan
$1.16K
BWL
673
Bogart Wealth LLC
Virginia
$1.08K
PWA
674
Principia Wealth Advisory
Texas
$1.01K
KG
675
Kilter Group
New York
$1.01K