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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
GC
76
Gillson Capital
Illinois
$20.6M +$19.5M +252,561 New
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$20.3M -$1.4M -18,181 -7%
DekaBank Deutsche Girozentrale
78
DekaBank Deutsche Girozentrale
Germany
$19.7M
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$19.1M +$836K +10,843 +5%
SDIC
80
South Dakota Investment Council
South Dakota
$18.7M -$1.3M -16,806 -7%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$18.7M -$16.6M -214,700 -48%
GIA
82
Gateway Investment Advisers
Ohio
$18.3M
Two Sigma Investments
83
Two Sigma Investments
New York
$17.8M -$8.24M -106,844 -33%
Stifel Financial
84
Stifel Financial
Missouri
$16.6M -$1.7M -22,024 -10%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$16.4M +$1.03M +13,425 +7%
Hudson Bay Capital Management
86
Hudson Bay Capital Management
Connecticut
$16.2M +$91.7K +1,190 +0.6%
Point72 Asset Management
87
Point72 Asset Management
Connecticut
$15.7M -$10.1M -130,534 -40%
MGAM
88
McGowan Group Asset Management
Texas
$15.6M -$87.1K -1,130 -0.6%
MCM
89
Moore Capital Management
New York
$15.4M +$14.6M +188,875 New
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$14.8M -$3.7M -48,015 -21%
CF
91
Corebridge Financial
Texas
$14.8M -$662K -8,589 -5%
Man Group
92
Man Group
United Kingdom
$14.8M -$433K -5,621 -3%
Citadel Advisors
93
Citadel Advisors
Florida
$14.5M -$12.9M -166,946 -48%
GT
94
Glenmede Trust
Pennsylvania
$13.8M -$416K -5,402 -3%
Wells Fargo
95
Wells Fargo
California
$13.8M +$3.61M +46,827 +38%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$13.3M -$149K -1,930 -1%
Prudential Financial
97
Prudential Financial
New Jersey
$13.3M -$255K -3,310 -2%
Marshall Wace
98
Marshall Wace
United Kingdom
$13.2M -$2.94M -38,147 -19%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$12.6M -$4.55K -59 -0%
VanEck Associates
100
VanEck Associates
New York
$11.9M +$1.1M +14,223 +11%

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.