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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
Manulife (Manufacturers Life Insurance)
51
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27M -$224K -3,254 -0.9%
Bank of America
52
Bank of America
North Carolina
$26.3M -$6.02M -87,319 -19%
Amundi
53
Amundi
France
$26.3M -$38.2M -553,829 -61%
Truist Financial
54
Truist Financial
North Carolina
$25.7M +$172K +2,492 +0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
55
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$25.5M +$20.2M +293,599 +527%
Swiss National Bank
56
Swiss National Bank
Switzerland
$25.3M -$1.55M -22,500 -6%
Citadel Advisors
57
Citadel Advisors
Florida
$25.2M +$12.8M +186,196 +117%
BA
58
Bridgewater Associates
Connecticut
$24.8M +$7.82M +113,482 +50%
Renaissance Technologies
59
Renaissance Technologies
New York
$24.5M -$10.1M -145,800 -30%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$24.1M +$13.5M +195,947 +146%
Two Sigma Investments
61
Two Sigma Investments
New York
$23.8M -$25.7M -372,116 -53%
Point72 Asset Management
62
Point72 Asset Management
Connecticut
$23.6M +$7.33M +106,374 +49%
SAM
63
Storebrand Asset Management
Norway
$23M -$2.05M -29,728 -9%
Assenagon Asset Management
64
Assenagon Asset Management
Luxembourg
$23M -$775K -11,248 -3%
Allspring Global Investments
65
Allspring Global Investments
North Carolina
$22.8M +$1.6M +23,255 +8%
Acadian Asset Management
66
Acadian Asset Management
Massachusetts
$22.7M +$20.2M +293,543 +1,670%
American Century Companies
67
American Century Companies
Missouri
$22M +$5.29M +76,708 +34%
LPL Financial
68
LPL Financial
California
$21.7M +$1.03M +14,890 +5%
Robeco Institutional Asset Management
69
Robeco Institutional Asset Management
Netherlands
$21.7M +$4.86M +70,482 +31%
Axa
70
Axa
France
$21.6M +$4.16M +60,393 +26%
Deutsche Bank
71
Deutsche Bank
Germany
$21M +$14.3M +207,110 +259%
AllianceBernstein
72
AllianceBernstein
Tennessee
$20.8M -$2.71M -39,281 -12%
DSN
73
D. Scott Neal
Kentucky
$20.5M -$662K -9,596 -3%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$19.8M -$4.5M -65,328 -19%
Raymond James Financial
75
Raymond James Financial
Florida
$19.6M +$18.5M +268,612 New

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.