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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
AG
76
Algert Global
California
$14M +$5.26M +96,916 +70%
Axa
77
Axa
France
$14M +$1.48M +27,280 +13%
AIM
78
Artemis Investment Management
United Kingdom
$13.8M +$1.34M +24,664 +12%
Robeco Institutional Asset Management
79
Robeco Institutional Asset Management
Netherlands
$13.5M +$2.38M +43,773 +24%
BA
80
Bridgewater Associates
Connecticut
$13.4M +$2.98M +54,880 +32%
American Century Companies
81
American Century Companies
Missouri
$13.3M -$307K -5,662 -2%
Stifel Financial
82
Stifel Financial
Missouri
$13.3M +$1.01M +18,540 +9%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$13M +$4.62M +85,135 +64%
Point72 Asset Management
84
Point72 Asset Management
Connecticut
$12.9M +$5.11M +94,142 +77%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$12.6M -$226K -4,154 -2%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$12.6M +$236K +4,349 +2%
PCM
87
Prana Capital Management
Connecticut
$12.4M -$6.6M -121,525 -37%
Prudential Financial
88
Prudential Financial
New Jersey
$12.1M -$650K -11,972 -6%
CF
89
Corebridge Financial
Texas
$12M -$1.25M -23,059 -10%
Barclays
90
Barclays
United Kingdom
$12M -$1.46M -26,812 -12%
Hudson Bay Capital Management
91
Hudson Bay Capital Management
Connecticut
$11.9M +$10.9M +200,000 New
Teacher Retirement System of Texas
92
Teacher Retirement System of Texas
Texas
$11.7M +$3.69M +67,993 +53%
QCM
93
Quantinno Capital Management
New York
$11.6M +$1.13M +20,770 +12%
MGP
94
M&G plc
United Kingdom
$11.4M +$298K +5,487 +3%
NC
95
NewSquare Capital
Pennsylvania
$11M -$60.2K -1,108 -0.6%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$10.8M -$429K -7,896 -4%
GT
97
Glenmede Trust
Pennsylvania
$10.3M -$5.12M -94,323 -35%
RJA
98
Raymond James & Associates
Florida
$10.2M -$1.23M -22,605 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
99
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.2M -$74.1K -1,365 -0.8%
TC
100
TwinBeech Capital
New York
$9.82M +$8.97M +165,249 New

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.