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725 hedge funds and large institutions have $12.6B invested in Unum in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 230 increasing their positions, 275 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 56

42% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $22.9M

12% more capital invested

Capital invested by funds: $11.3B → $12.6B (+$1.39B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more funds holding

Funds holding: 682725 (+43)

3.44% more ownership

Funds ownership: 84.38%87.82% (+3.4%)

16% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 275

Holders
725
Holders Change
+43
Holders Change %
+6.3%
% of All Funds
9.72%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
108
Increased
230
Reduced
275
Closed
56
Calls
$32.4M
Puts
$22.9M
Net Calls
+$9.54M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
51
Neuberger Berman Group
New York
$37.2M +$2.65M +34,377 +8%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$34.6M -$1.1M -14,290 -3%
ProShare Advisors
53
ProShare Advisors
Maryland
$33.5M -$9.33M -121,088 -23%
SEI Investments
54
SEI Investments
Pennsylvania
$31.8M -$570K -7,398 -2%
American Century Companies
55
American Century Companies
Missouri
$31.7M +$6.84M +88,747 +30%
Principal Financial Group
56
Principal Financial Group
Iowa
$30.9M -$529K -6,865 -2%
Ameriprise
57
Ameriprise
Minnesota
$30.8M -$1.04M -13,491 -3%
Zurich Cantonal Bank
58
Zurich Cantonal Bank
Switzerland
$30.4M +$25.3M +327,711 +724%
Truist Financial
59
Truist Financial
North Carolina
$28.8M +$166K +2,157 +0.6%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$28.7M +$21.6M +280,762 +392%
VRS
61
Virginia Retirement Systems
Virginia
$27.6M +$26.1M +338,970 New
Robeco Institutional Asset Management
62
Robeco Institutional Asset Management
Netherlands
$27.5M +$3.11M +40,313 +14%
Swiss National Bank
63
Swiss National Bank
Switzerland
$27.4M -$848K -11,000 -3%
JCM
64
Junto Capital Management
New York
$26M +$24.6M +319,245 New
Axa
65
Axa
France
$25.2M +$998K +12,950 +4%
LPL Financial
66
LPL Financial
California
$24.6M +$343K +4,455 +1%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.3M -$5.49M -71,165 -19%
QCM
68
Quantinno Capital Management
New York
$24.1M +$5.92M +76,817 +35%
VOYA Investment Management
69
VOYA Investment Management
Georgia
$23.9M +$2.75M +35,651 +14%
Raymond James Financial
70
Raymond James Financial
Florida
$23.7M +$1.68M +21,770 +8%
SAM
71
Storebrand Asset Management
Norway
$22.2M -$3.28M -42,502 -13%
PMAM
72
Picton Mahoney Asset Management
Ontario, Canada
$22.2M +$11.7M +151,670 +126%
DSN
73
D. Scott Neal
Kentucky
$22.1M -$709K -9,202 -3%
Barclays
74
Barclays
United Kingdom
$21.2M -$18.3M -237,979 -48%
AllianceBernstein
75
AllianceBernstein
Tennessee
$21.1M -$2M -25,905 -9%

UNM Hedge Fund Activity: Q1 2025 in Review

725 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Unum (UNM) for Q1 2025, worth a combined $12.6B — up 12% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new UNM positions and 56 closed out — a net gain of 52 holders — while 230 added to existing stakes and 275 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $317M. The largest seller was BlackRock, cutting an estimated $124M.

  • 725 institutional investors held Unum (UNM) as of Q1 2025, up from 682 in Q4 2024.
  • Funds reported $12.6B of Unum stock for Q1 2025, up 12% quarter-over-quarter.
  • 108 funds opened new Unum positions in Q1 2025 and 56 closed out, a net change of +52 holders.
  • The largest Unum buyer in Q1 2025 was First Trust Advisors, an estimated $317M added.
  • The largest Unum seller in Q1 2025 was BlackRock, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2025.