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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
LIP
101
Lighthouse Investment Partners
Florida
$11M -$6.39M -92,692 -38%
Canada Life
102
Canada Life
Manitoba, Canada
$11M +$48.7K +707 +0.5%
BC
103
Barnett & Company
Tennessee
$10.7M -$45.5K -660 -0.4%
Corient Private Wealth
104
Corient Private Wealth
Florida
$10.3M -$676K -9,811 -7%
SFI
105
Susquehanna Fundamental Investments
Pennsylvania
$10.1M +$9.58M +138,894 New
PAM
106
Panagora Asset Management
Massachusetts
$10.1M +$9.52M +138,043 New
EP
107
Edgestream Partners
New Jersey
$9.64M +$9.1M +131,948 New
VanEck Associates
108
VanEck Associates
New York
$9.63M +$1.64M +23,857 +22%
IWA
109
IBEX Wealth Advisors
New Jersey
$9.52M +$5.49M +79,594 +157%
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$9.31M +$1.03M +14,890 +13%
Wells Fargo
111
Wells Fargo
California
$8.94M +$1.05M +15,251 +14%
PMAM
112
Picton Mahoney Asset Management
Ontario, Canada
$8.82M +$8.32M +120,733 New
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$8.68M -$94.7K -1,373 -1%
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$8.67M +$799K +11,589 +11%
New York State Common Retirement Fund
115
New York State Common Retirement Fund
New York
$8.46M -$586K -8,500 -7%
FM
116
Foster & Motley
Ohio
$8.44M +$74.3K +1,078 +0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
117
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.27M -$4.05M -58,740 -34%
IA
118
IFG Advisory
Georgia
$8.15M -$118K -1,717 -2%
HSBC Holdings
119
HSBC Holdings
United Kingdom
$8.15M -$625K -9,064 -8%
CI Investments Inc
120
CI Investments Inc
Ontario, Canada
$8.09M -$744K -10,791 -9%
Comerica Bank
121
Comerica Bank
Texas
$7.89M -$879K -12,755 -11%
PSP
122
Principal Street Partners
Tennessee
$7.84M -$8K -116 -0.1%
BC
123
Burney Company
Virginia
$7.72M -$1.01M -14,639 -12%
Bank of Nova Scotia
124
Bank of Nova Scotia
Ontario, Canada
$7.56M +$3.5M +50,705 +96%
BGIM
125
Brandywine Global Investment Management
Pennsylvania
$7.56M -$521K -7,554 -7%

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.