729 hedge funds and large institutions have $12.3B invested in Unum in 2025 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 267 increasing their positions, 272 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 272

2% less call options, than puts

Call options by funds: $34.7M | Put options by funds: $35.5M

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
729
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.7M
Puts
$35.5M
Net Calls
Net Calls Change

Top Buyers

1 +$50.9M
2 +$49.8M
3 +$44.2M
4
UBS Group
UBS Group
Switzerland
+$39.4M
5
Morgan Stanley
Morgan Stanley
New York
+$35M
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
701
Clean Yield Group
Vermont
$2.1K
CH
702
Cromwell Holdings
Wyoming
$2.02K
SIC
703
SJS Investment Consulting
Ohio
$1.94K
APW
704
Atlantic Private Wealth
North Carolina
$1.89K
DFA
705
DHJJ Financial Advisors
Illinois
$1.86K
TIM
706
Tortoise Investment Management
New York
$1.86K
SO
707
Sierra Ocean
California
$1.7K
AG
708
AmeriFlex Group
Nevada
$1.67K
Kayne Anderson Rudnick Investment Management
709
Kayne Anderson Rudnick Investment Management
California
$1.47K
WAS
710
Winch Advisory Services
Wisconsin
$1.47K
CPG
711
Cornerstone Planning Group
New Jersey
$1.33K
RWM
712
Rialto Wealth Management
New York
$1.29K
GC
713
Garde Capital
Washington
$1.21K
PWA
714
Principia Wealth Advisory
Texas
$1.13K
HIA
715
HFM Investment Advisors
New Jersey
$1.13K
HNB
716
Huntington National Bank
Ohio
$1.05K
AW
717
Avion Wealth
Texas
$1K
PWM
718
Parkworth Wealth Management
California
$969
VWA
719
Valued Wealth Advisors
Utah
$902
BHWM
720
Bay Harbor Wealth Management
Maryland
$888
SC
721
Stephens Consulting
Michigan
$566
BWL
722
Bogart Wealth LLC
Virginia
$485
Optiver Holding
723
Optiver Holding
Netherlands
$404
QWM
724
Quaker Wealth Management
New Jersey
$404
ACA
725
American Capital Advisory
Idaho
$324