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621 hedge funds and large institutions have $9.3B invested in Unum in 2024 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 227 increasing their positions, 219 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 41

13% more capital invested

Capital invested by funds: $8.25B → $9.3B (+$1.05B)

8% more funds holding

Funds holding: 577621 (+44)

9% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $49.2M

4% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 219

1% less ownership

Funds ownership: 85.27%84.27% (-1%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
621
Holders Change
+44
Holders Change %
+7.63%
% of All Funds
8.92%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
89
Increased
227
Reduced
219
Closed
41
Calls
$53.5M
Puts
$49.2M
Net Calls
+$4.32M
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
51
Principal Financial Group
Iowa
$23.6M -$10.7M -197,056 -33%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$23.1M +$15.9M +292,536 +307%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.2M -$1.22M -22,509 -6%
Swiss National Bank
54
Swiss National Bank
Switzerland
$22M -$386K -7,100 -2%
SEI Investments
55
SEI Investments
Pennsylvania
$21.9M -$2.45M -45,196 -11%
Truist Financial
56
Truist Financial
North Carolina
$20.7M -$340K -6,256 -2%
SAM
57
Storebrand Asset Management
Norway
$20.5M +$1.33M +24,576 +8%
Schroder Investment Management Group
58
Schroder Investment Management Group
United Kingdom
$19.8M +$1.5M +27,679 +9%
Assenagon Asset Management
59
Assenagon Asset Management
Luxembourg
$19.4M +$3.48M +64,062 +24%
AllianceBernstein
60
AllianceBernstein
Tennessee
$19.2M -$1.87M -34,410 -10%
VOYA Investment Management
61
VOYA Investment Management
Georgia
$19.2M +$413K +7,604 +2%
GC
62
Guggenheim Capital
Illinois
$18.7M -$5.97M -109,883 -26%
GC
63
Gillson Capital
Illinois
$18.7M +$17.1M +315,070 New
HF
64
HRT Financial
New York
$18.7M +$17M +313,872 New
DSN
65
D. Scott Neal
Kentucky
$17.3M -$135K -2,479 -0.8%
Allspring Global Investments
66
Allspring Global Investments
North Carolina
$17.2M -$3.39M -62,487 -18%
MGAM
67
McGowan Group Asset Management
Texas
$17M -$6.78M -124,781 -30%
LPL Financial
68
LPL Financial
California
$16.8M +$331K +6,095 +2%
CSS
69
Cubist Systematic Strategies
Connecticut
$16.3M +$7.69M +141,630 +107%
TI
70
Trexquant Investment
Connecticut
$15.1M +$9.59M +176,563 +229%
GIA
71
Gateway Investment Advisers
Ohio
$14.9M -$22.3K -410 -0.2%
SDIC
72
South Dakota Investment Council
South Dakota
$14.7M +$3.39M +62,499 +34%
DekaBank Deutsche Girozentrale
73
DekaBank Deutsche Girozentrale
Germany
$14.5M -$470K -8,660 -3%
LIP
74
Lighthouse Investment Partners
Florida
$14.5M +$13.2M +243,313 New
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$14.4M +$3.06M +56,433 +30%

UNM Hedge Fund Activity: Q3 2024 in Review

621 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q3 2024, worth a combined $9.3B — up 13% from $8.25B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new UNM positions and 41 closed out — a net gain of 48 holders — while 227 added to existing stakes and 219 trimmed.

The largest buyer was Voloridge Investment Management, adding an estimated $42.8M. The largest seller was Fidelity Investments, cutting an estimated $179M.

  • 621 institutional investors held Unum (UNM) as of Q3 2024, up from 577 in Q2 2024.
  • Funds reported $9.3B of Unum stock for Q3 2024, up 13% quarter-over-quarter.
  • 89 funds opened new Unum positions in Q3 2024 and 41 closed out, a net change of +48 holders.
  • The largest Unum buyer in Q3 2024 was Voloridge Investment Management, an estimated $42.8M added.
  • The largest Unum seller in Q3 2024 was Fidelity Investments, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2024.