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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
AIM
76
Artemis Investment Management
United Kingdom
$10.6M +$2.39M +46,246 +29%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$10.6M +$432K +8,351 +4%
Stifel Financial
78
Stifel Financial
Missouri
$10.5M +$319K +6,172 +3%
Jacobs Levy Equity Management
79
Jacobs Levy Equity Management
New Jersey
$10.4M +$1.05M +20,372 +11%
RJA
80
Raymond James & Associates
Florida
$9.97M +$990K +19,128 +11%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$9.65M -$417K -8,060 -4%
MGP
82
M&G plc
United Kingdom
$9.54M +$1.07M +20,675 +12%
NC
83
NewSquare Capital
Pennsylvania
$9.54M +$431K +8,333 +5%
Mitsubishi UFJ Trust & Banking
84
Mitsubishi UFJ Trust & Banking
Japan
$9.47M +$2.31M +44,569 +32%
SDIC
85
South Dakota Investment Council
South Dakota
$9.45M -$1.73M -33,532 -15%
Robeco Institutional Asset Management
86
Robeco Institutional Asset Management
Netherlands
$9.34M +$1.64M +31,639 +21%
QCM
87
Quantinno Capital Management
New York
$8.95M +$264K +5,102 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
88
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.86M +$1.43M +27,628 +19%
BA
89
Bridgewater Associates
Connecticut
$8.75M +$3.37M +65,068 +61%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
90
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.69M +$5.7M +110,100 +184%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$8.34M -$751K -14,511 -8%
Voloridge Investment Management
92
Voloridge Investment Management
Florida
$8.09M -$5.56M -107,394 -40%
Corient Private Wealth
93
Corient Private Wealth
Florida
$7.9M -$83.7K -1,618 -1%
Canada Life
94
Canada Life
Manitoba, Canada
$7.84M -$477K -9,216 -6%
BC
95
Barnett & Company
Tennessee
$7.6M -$68K -1,315 -0.9%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$7.49M -$285K -5,515 -4%
AG
97
Algert Global
California
$7.12M +$913K +17,654 +15%
PSP
98
Principal Street Partners
Tennessee
$7.11M -$16.2K -314 -0.2%
CI Investments Inc
99
CI Investments Inc
Ontario, Canada
$6.97M -$51.8K -1,002 -0.7%
Comerica Bank
100
Comerica Bank
Texas
$6.95M -$92.4K -1,785 -1%

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.