686 hedge funds and large institutions have $11.3B invested in Unum in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 201 increasing their positions, 263 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

3% more funds holding

Funds holding: 669686 (+17)

24% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 263

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
686
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.8M
Puts
$8.82M
Net Calls
Net Calls Change

Top Sellers

1 -$104M
2 -$80.6M
3 -$51.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$37.1M
5
DSC
Donald Smith & Co
New York
-$35.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
101
Russell Investments Group
United Kingdom
$10.4M
VI
102
Vestcor Inc
New Brunswick, Canada
$10.3M
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$9.88M
Robeco Institutional Asset Management
104
Robeco Institutional Asset Management
Netherlands
$9.77M
BC
105
Barnett & Company
Tennessee
$9.69M
IWA
106
IBEX Wealth Advisors
New Jersey
$9.66M
FM
107
Foster & Motley
Ohio
$9.55M
AG
108
Algert Global
California
$9.4M
VanEck Associates
109
VanEck Associates
New York
$9.31M
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
$8.97M
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.92M
IA
112
IFG Advisory
Georgia
$8.38M
Janus Henderson Group
113
Janus Henderson Group
United Kingdom
$8.35M
HighTower Advisors
114
HighTower Advisors
Illinois
$8.35M
QCM
115
Qsemble Capital Management
New York
$8.27M
Boston Partners
116
Boston Partners
Massachusetts
$8.09M
Cerity Partners
117
Cerity Partners
New York
$8.08M
Creative Planning
118
Creative Planning
Kansas
$8.08M
AC
119
AlphaCore Capital
California
$8.02M
Wells Fargo
120
Wells Fargo
California
$7.75M
New York State Common Retirement Fund
121
New York State Common Retirement Fund
New York
$7.54M
US Bancorp
122
US Bancorp
Minnesota
$7.51M
Canada Life
123
Canada Life
Manitoba, Canada
$7.29M
HAI
124
Hennessy Advisors Inc
California
$7.18M
IIM
125
INTECH Investment Management
Florida
$6.87M