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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
VOYA Investment Management
76
VOYA Investment Management
Georgia
$18.8M -$4.46M -64,679 -20%
AG
77
Algert Global
California
$18.1M +$832K +12,061 +5%
DekaBank Deutsche Girozentrale
78
DekaBank Deutsche Girozentrale
Germany
$18M
SDIC
79
South Dakota Investment Council
South Dakota
$18M -$103K -1,500 -0.6%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$17.2M +$1.16M +16,863 +8%
Mitsubishi UFJ Trust & Banking
81
Mitsubishi UFJ Trust & Banking
Japan
$16.8M -$800K -11,598 -5%
Stifel Financial
82
Stifel Financial
Missouri
$16.5M +$161K +2,338 +1%
AIM
83
Artemis Investment Management
United Kingdom
$16.5M -$503K -7,303 -3%
GIA
84
Gateway Investment Advisers
Ohio
$16.4M -$1.77M -25,714 -10%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$16.3M +$803K +11,650 +6%
QCM
86
Quantinno Capital Management
New York
$16M +$1.62M +23,461 +12%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$15.2M +$6.32M +91,703 +79%
Marshall Wace
88
Marshall Wace
United Kingdom
$14.7M +$4.86M +70,557 +54%
Hudson Bay Capital Management
89
Hudson Bay Capital Management
Connecticut
$14.5M -$138K -2,000 -1%
Teacher Retirement System of Texas
90
Teacher Retirement System of Texas
Texas
$14.3M -$73.5K -1,066 -0.5%
MGAM
91
McGowan Group Asset Management
Texas
$14M -$6.51M -94,386 -33%
CF
92
Corebridge Financial
Texas
$13.9M -$829K -12,018 -6%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$13.7M -$1.66M -24,010 -11%
Man Group
94
Man Group
United Kingdom
$13.6M -$15.4M -223,738 -54%
NC
95
NewSquare Capital
Pennsylvania
$13.5M -$54.3K -787 -0.4%
GT
96
Glenmede Trust
Pennsylvania
$12.8M +$160K +2,324 +1%
Prudential Financial
97
Prudential Financial
New Jersey
$12.2M -$2.54M -36,780 -18%
California State Teachers Retirement System (CalSTRS)
98
California State Teachers Retirement System (CalSTRS)
California
$12.1M -$1.06M -15,330 -8%
TI
99
Trexquant Investment
Connecticut
$11.7M -$6.47M -93,814 -37%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$11.3M -$580K -8,412 -5%

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.