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577 hedge funds and large institutions have $8.25B invested in Unum in 2024 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 59

3% more call options, than puts

Call options by funds: $39M | Put options by funds: $37.8M

0% less funds holding

Funds holding: 579577 (-2)

1.12% less ownership

Funds ownership: 86.39%85.27% (-1.1%)

7% less capital invested

Capital invested by funds: $8.87B → $8.25B (-$618M)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

Holders
577
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
8.33%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
66
Increased
195
Reduced
224
Closed
59
Calls
$39M
Puts
$37.8M
Net Calls
+$1.18M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$20.1M -$22.4M -433,700 -52%
UBS Group
52
UBS Group
Switzerland
$20.1M +$3.56M +68,879 +21%
Swiss National Bank
53
Swiss National Bank
Switzerland
$19.3M -$435K -8,400 -2%
AllianceBernstein
54
AllianceBernstein
Tennessee
$18.3M -$166K -3,207 -0.9%
Truist Financial
55
Truist Financial
North Carolina
$18.2M -$1.47M -28,319 -7%
Allspring Global Investments
56
Allspring Global Investments
North Carolina
$18M +$1.25M +24,082 +7%
Lazard Asset Management
57
Lazard Asset Management
New York
$17.3M -$3.76M -72,638 -18%
PCM
58
Prana Capital Management
Connecticut
$16.8M -$13.4M -258,873 -44%
SAM
59
Storebrand Asset Management
Norway
$16.4M -$1.2M -23,204 -7%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$16.1M -$5.39M -104,100 -25%
Franklin Resources
61
Franklin Resources
California
$16M +$894K +17,283 +6%
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$15.8M -$10.9M -211,237 -41%
DSN
63
D. Scott Neal
Kentucky
$15M +$3.52M +67,992 +30%
LPL Financial
64
LPL Financial
California
$14.1M +$754K +14,566 +6%
GT
65
Glenmede Trust
Pennsylvania
$13.7M -$3.01M -58,146 -18%
Assenagon Asset Management
66
Assenagon Asset Management
Luxembourg
$13.4M -$26.7M -516,395 -66%
DekaBank Deutsche Girozentrale
67
DekaBank Deutsche Girozentrale
Germany
$13M +$448K +8,660 +3%
GIA
68
Gateway Investment Advisers
Ohio
$12.8M -$25.5K -493 -0.2%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$11.9M +$6.24M +120,559 +106%
American Century Companies
70
American Century Companies
Missouri
$11.7M -$1.03M -19,956 -8%
Barclays
71
Barclays
United Kingdom
$11.7M -$7.26M -140,408 -38%
CF
72
Corebridge Financial
Texas
$11.5M +$11.7M +225,271 New
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$11M -$112K -2,170 -1%
Prudential Financial
74
Prudential Financial
New Jersey
$11M -$9.09M -175,778 -45%
Axa
75
Axa
France
$10.7M -$18.2K -352 -0.2%

UNM Hedge Fund Activity: Q2 2024 in Review

577 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q2 2024, worth a combined $8.25B — down 7% from $8.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new UNM positions and 59 closed out — a net gain of 7 holders — while 195 added to existing stakes and 224 trimmed.

The largest buyer was Norges Bank, adding an estimated $68M. The largest seller was Nordea Investment Management, cutting an estimated $32.6M.

  • 577 institutional investors held Unum (UNM) as of Q2 2024, down from 579 in Q1 2024.
  • Funds reported $8.25B of Unum stock for Q2 2024, down 7% quarter-over-quarter.
  • 66 funds opened new Unum positions in Q2 2024 and 59 closed out, a net change of +7 holders.
  • The largest Unum buyer in Q2 2024 was Norges Bank, an estimated $68M added.
  • The largest Unum seller in Q2 2024 was Nordea Investment Management, an estimated $32.6M sold.

Based on aggregated 13F filings for Q2 2024.