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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
GS
701
GTS Securities
New York
-$1.32M -22,291 Closed
QCM
702
Qsemble Capital Management
New York
-$1.26M -21,161 Closed
QC
703
Quadrature Capital
United Kingdom
-$1.1M -18,497 Closed
WAM
704
Weiss Asset Management
Massachusetts
-$1.05M -17,676 Closed
FRM
705
Fox Run Management
Connecticut
-$942K -15,853 Closed
AIM
706
Aigen Investment Management
New York
-$780K -13,129 Closed
SEC
707
Seven Eight Capital
New York
-$676K -11,365 Closed
NC
708
nVerses Capital
Florida
-$630K -10,600 Closed
VI
709
Versor Investments
New York
-$629K -10,586 Closed
LAM
710
LECAP Asset Management
United Kingdom
-$552K -9,292 Closed
FTDI
711
First Trust Direct Indexing
Massachusetts
-$540K -9,082 Closed
CC
712
Centiva Capital
New York
-$493K -8,290 Closed
TA
713
TFB Advisors
Kansas
-$375K -6,317 Closed
Capstone Investment Advisors
714
Capstone Investment Advisors
New York
-$346K -5,823 Closed
CFM
715
Catalyst Funds Management
Australia
-$333K -5,600 Closed
DC
716
Diametric Capital
Massachusetts
-$242K -4,068 Closed
Mackenzie Financial
717
Mackenzie Financial
Ontario, Canada
-$233K -3,928 Closed
FPAS
718
Focus Partners Advisor Solutions
Missouri
-$213K -3,577 Closed
LCM
719
Laurion Capital Management
New York
-$209K -3,519 Closed
Daiwa Securities Group
720
Daiwa Securities Group
Japan
-$188K -3,157 Closed
HT
721
Headlands Technologies
Illinois
-$91.8K -1,545 Closed
Walleye Trading
722
Walleye Trading
New York
-$101K -1,463 Closed
CPA
723
Capital Performance Advisors
California
-$31.3K -527 Closed
BWP
724
Baldwin Wealth Partners
Massachusetts
-$30.7K -516 Closed
HGA
725
Hobbs Group Advisors
South Carolina
-$17.8K -300 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.