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Unum
UNM

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: 9 → 10 (+1)

6% more funds holding

Funds holding: 682 → 725 (+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

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$317M
2
Invesco
Invesco
Georgia
+$107M
3
TCA
Teewinot Capital Advisers
New York
+$55.7M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$55.4M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$48.7M

Top Sellers

1
BlackRock
BlackRock
New York
-$124M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$82.9M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$64.4M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$55M
5
Norges Bank
Norges Bank
Norway
-$52.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Toronto Dominion Bank
726
Toronto Dominion Bank
Ontario, Canada
$9 – – –
SGI
727
Summit Global Investments
Utah
– -$4.55M -62,259 Closed
MCM
728
Massar Capital Management
Connecticut
– -$3.77M -51,691 Closed
TCM
729
Teza Capital Management
Illinois
– -$1.96M -26,883 Closed
CCS
730
Concentric Capital Strategies
Connecticut
– -$1.72M -23,508 Closed
CM
731
Caption Management
Oklahoma
– -$1.69M -23,200 Closed
OAC
732
OMERS Administration Corp
Ontario, Canada
– -$1.46M -20,000 Closed
PL
733
Polianta Ltd
Jersey
– -$1.24M -17,000 Closed
FCM
734
Fieldview Capital Management
Michigan
– -$1.17M -15,985 Closed
FF
735
Friedenthal Financial
New Jersey
– -$796K -10,906 Closed
KRSITF
736
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
– -$324K -9,248 Closed
CFGS
737
Concourse Financial Group Securities
Alabama
– -$693K -9,195 Closed
Wolverine Trading
738
Wolverine Trading
Illinois
– -$655K -8,962 Closed
PAS
739
Point72 Asia (Singapore)
Singapore
– -$577K -7,905 Closed
Los Angeles Capital Management
740
Los Angeles Capital Management
California
– -$561K -7,680 Closed
IPW
741
Impact Partnership Wealth
Georgia
– -$543K -7,440 Closed
BFG
742
Bleakley Financial Group
New Jersey
– -$514K -7,044 Closed
AI
743
AdvisorShares Investments
Maryland
– -$497K -6,800 Closed
GC
744
Guggenheim Capital
Illinois
– -$482K -6,603 Closed
VIA
745
Virtus Investment Advisers
Connecticut
– -$446K -6,105 Closed
PTC
746
Petrus Trust Company
Texas
– -$438K -5,997 Closed
XT
747
XTX Topco
Cayman Islands
– -$414K -5,669 Closed
JMFC
748
J.M. Forbes & Co
Massachusetts
– -$389K -5,320 Closed
ET
749
Entropy Technologies
New York
– -$375K -5,132 Closed
TC
750
Taika Capital
Florida
– -$369K -5,050 Closed
28 29
30
31 32

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.