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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
Russell Investments Group
101
Russell Investments Group
United Kingdom
$6.79M -$174K -3,371 -2%
CSS
102
Cubist Systematic Strategies
Connecticut
$6.79M -$8.1M -156,645 -54%
NICM
103
Neo Ivy Capital Management
New York
$6.64M +$6.72M +129,920 New
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$6.61M +$467K +9,022 +7%
BC
105
Burney Company
Virginia
$6.29M -$264K -5,103 -4%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$6.27M +$782K +15,121 +14%
Point72 Asset Management
107
Point72 Asset Management
Connecticut
$6.25M +$6.33M +122,255 New
Jane Street
108
Jane Street
New York
$6.24M +$4.71M +91,038 +294%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$6.19M -$565K -10,915 -8%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.14M +$1.93M +37,386 +45%
IWA
111
IBEX Wealth Advisors
New Jersey
$6.07M +$1.25M +24,136 +26%
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$6M -$3.87M -74,782 -39%
FM
113
Foster & Motley
Ohio
$5.93M +$78.7K +1,522 +1%
AB
114
Amalgamated Bank
New York
$5.82M -$655K -12,652 -10%
IA
115
IFG Advisory
Georgia
$5.77M -$40.8K -788 -0.7%
Wells Fargo
116
Wells Fargo
California
$5.39M -$1.04M -20,183 -16%
Osaic Holdings
117
Osaic Holdings
Arizona
$5.27M -$2.84M -54,987 -35%
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$5.27M +$1.31M +25,320 +32%
MOACM
119
Mutual of America Capital Management
New York
$5.21M -$331K -6,394 -6%
Mackenzie Financial
120
Mackenzie Financial
Ontario, Canada
$5.19M +$4.08M +78,801 +348%
T. Rowe Price Associates
121
T. Rowe Price Associates
Maryland
$5.18M -$235K -4,549 -4%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$4.95M -$541K -10,455 -10%
AC
123
AlphaCore Capital
California
$4.9M +$24.7K +478 +0.5%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$4.87M -$18.2M -350,826 -79%
MIM
125
MetLife Investment Management
New Jersey
$4.8M -$316K -6,108 -6%

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.