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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
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$11.9M +$2.09M +27,121 +23%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$11.6M -$5.06M -65,671 -32%
Acadian Asset Management
103
Acadian Asset Management
Massachusetts
$11.5M -$13.1M -170,289 -55%
SFI
104
Susquehanna Fundamental Investments
Pennsylvania
$11.3M
Mirae Asset Global Investments
105
Mirae Asset Global Investments
South Korea
$11.2M +$1.02M +13,204 +10%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$11.2M -$7.49M -97,094 -41%
Voloridge Investment Management
107
Voloridge Investment Management
Florida
$11.1M -$55M -713,902 -84%
PAM
108
Panagora Asset Management
Massachusetts
$11.1M -$158K -2,056 -1%
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$11.1M -$14.8M -191,742 -58%
Canada Life
110
Canada Life
Manitoba, Canada
$11M -$1.21M -15,665 -10%
AWM
111
AE Wealth Management
Kansas
$10.9M +$9.8M +127,157 +1,863%
Corient Private Wealth
112
Corient Private Wealth
Florida
$10.9M -$547K -7,099 -5%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.8M +$2.79M +36,198 +37%
IWA
114
IBEX Wealth Advisors
New Jersey
$10.7M +$104K +1,345 +1%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$10.7M +$987K +12,799 +11%
BC
116
Barnett & Company
Tennessee
$10.5M -$1.32M -17,115 -12%
TI
117
Trexquant Investment
Connecticut
$10.4M -$2.49M -32,330 -20%
Lazard Asset Management
118
Lazard Asset Management
New York
$10.1M +$3.56M +46,168 +59%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$9.87M +$2.57M +33,315 +38%
VI
120
Vestcor Inc
New Brunswick, Canada
$9.82M +$2.18M +28,297 +31%
FM
121
Foster & Motley
Ohio
$9.77M +$335K +4,351 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
122
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.7M +$448K +5,809 +5%
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$9.57M -$6.07M -78,784 -40%
BAMF
124
BI Asset Management Fondsmaeglerselskab
Denmark
$9.08M +$2.6M +33,765 +43%
IA
125
IFG Advisory
Georgia
$8.96M -$125K -1,618 -1%

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.