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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
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$9.69M
Jane Street
102
Jane Street
New York
$9.63M +$2.17M +40,048 +33%
Citadel Advisors
103
Citadel Advisors
Florida
$9.44M +$8.39M +154,557 +3,618%
Corient Private Wealth
104
Corient Private Wealth
Florida
$8.94M -$225K -4,141 -3%
Canada Life
105
Canada Life
Manitoba, Canada
$8.89M -$211K -3,891 -3%
BC
106
Barnett & Company
Tennessee
$8.73M -$103K -1,900 -1%
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$7.97M +$615K +11,331 +9%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$7.96M +$907K +16,702 +14%
Marshall Wace
109
Marshall Wace
United Kingdom
$7.73M +$7.07M +130,107 New
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$7.57M -$49.2K -906 -0.7%
New York State Common Retirement Fund
111
New York State Common Retirement Fund
New York
$7.39M -$1.21M -22,300 -15%
CI Investments Inc
112
CI Investments Inc
Ontario, Canada
$7.22M -$800K -14,729 -11%
Comerica Bank
113
Comerica Bank
Texas
$7.18M -$818K -15,072 -11%
BC
114
Burney Company
Virginia
$7.15M -$150K -2,765 -2%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$7.07M -$6.17M -113,617 -49%
BGIM
116
Brandywine Global Investment Management
Pennsylvania
$6.99M -$15.7M -289,220 -72%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$6.9M +$2.71M +49,960 +76%
VanEck Associates
118
VanEck Associates
New York
$6.86M +$1.68M +30,881 +40%
FM
119
Foster & Motley
Ohio
$6.81M -$85K -1,566 -1%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.74M -$371K -6,823 -6%
IA
121
IFG Advisory
Georgia
$6.73M +$18.1K +334 +0.3%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$6.65M +$2.87M +52,813 +89%
Mirae Asset Global Investments
123
Mirae Asset Global Investments
South Korea
$6.58M +$458K +8,439 +8%
Wells Fargo
124
Wells Fargo
California
$6.37M +$86.3K +1,589 +2%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$6.37M +$317K +5,838 +6%

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.