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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
OSNBOA
676
Old Second National Bank of Aurora
Illinois
$438 +$414 +6 New
LFG
677
Larson Financial Group
Missouri
$365
NMG
678
New Millennium Group
Utah
$365 +$345 +5 New
MCM
679
MV Capital Management
Maryland
$220 +$138 +2 +200%
KBFS
680
Kohmann Bosshard Financial Services
Ohio
$219 +$207 +3 New
RWM
681
Ruedi Wealth Management
Illinois
$146
AWM
682
Activest Wealth Management
Florida
$73 +$69 +1 New
T
683
Transce3nd
Texas
$73 +$69 +1 New
GC
684
Gillson Capital
Illinois
-$18.7M -315,070 Closed
HF
685
HRT Financial
New York
-$18.7M -313,872 Closed
CSS
686
Cubist Systematic Strategies
Connecticut
-$16.3M -274,406 Closed
MGP
687
M&G plc
United Kingdom
-$11.4M -192,608 Closed
TC
688
TwinBeech Capital
New York
-$9.82M -165,249 Closed
WG
689
Winton Group
United Kingdom
-$6.17M -103,737 Closed
IAIM
690
International Assets Investment Management
Florida
-$1.7K -101,048 Closed
Connor, Clark & Lunn Investment Management (CC&L)
691
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$5.02M -84,480 Closed
BCM
692
Bridgeway Capital Management
Texas
-$2.75M -46,300 Closed
CCIA
693
Campbell & Co Investment Adviser
Maryland
-$2.32M -39,058 Closed
EGM
694
Engineers Gate Manager
New York
-$2.06M -34,627 Closed
Sumitomo Mitsui Trust Group
695
Sumitomo Mitsui Trust Group
Japan
-$1.97M -33,208 Closed
PD
696
Point72 (DIFC)
United Arab Emirates
-$1.95M -32,741 Closed
HSA
697
Hussman Strategic Advisors
Maryland
-$1.87M -31,500 Closed
ACM
698
Aquatic Capital Management
Illinois
-$1.78M -29,900 Closed
WI
699
WBI Investments
New Jersey
-$1.77M -29,778 Closed
GCP
700
GSA Capital Partners
United Kingdom
-$1.61M -27,090 Closed

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.